$127.07

+1.34 (+1.07%)

Weekly Expected Move ±2.0%

$122 $125 $127 $130 $132

ETF AMEX · AUM $138.4B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — IWF

2,595

Institutional Holders

-12 vs prior quarter

0.0%

Ownership

+0.00pp

97B

Total Invested

174

New Positions

2298

Increased

103

Reduced

Closed

2.50

Put/Call Ratio

Ownership Trends

Top Institutional Holders (2726 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	118,891,881	15.1B	+89,127,276	+299.4%	60Q	SEC ↗
2	BANK OF AMERICA CORP /DE	108,374,626	13.8B	+80,705,814	+291.7%	15Q	SEC ↗
3	FMR LLC	33,169,533	4.2B	+24,853,456	+298.9%	92Q	SEC ↗
4	GOLDMAN SACHS GROUP INC	27,639,586	3.5B	+20,590,433	+292.1%	15Q	SEC ↗
5	JPMORGAN CHASE & CO	26,211,737	3.3B	+19,548,126	+293.4%	89Q	SEC ↗
6	ENVESTNET ASSET MANAGEMENT INC	20,963,458	2.7B	+15,614,625	+291.9%	79Q	SEC ↗
7	NORTHERN TRUST CORP	19,777,988	2.5B	+14,303,401	+261.3%	99Q	SEC ↗
8	UBS Group AG	18,729,649	2.4B	+13,908,332	+288.5%	47Q	SEC ↗
9	WELLS FARGO & COMPANY/MN	17,873,875	2.3B	+13,358,117	+295.8%	100Q	SEC ↗
10	LPL Financial LLC	15,446,900	2.0B	+11,607,545	+302.3%	54Q	SEC ↗
11	RAYMOND JAMES FINANCIAL INC	13,587,610	1.7B	+10,198,398	+300.9%	7Q	SEC ↗
12	PNC Financial Services Group, Inc.	12,180,504	1.5B	+9,122,681	+298.3%	15Q	SEC ↗
13	M&T Bank Corp	11,685,451	1.5B	+8,891,783	+318.3%	20Q	SEC ↗
14	Baird Financial Group, Inc.	11,588,776	1.5B	+8,781,777	+312.9%	45Q	SEC ↗
15	TRUIST FINANCIAL CORP	8,224,600	1.0B	+6,181,502	+302.6%	53Q	SEC ↗
16	ROYAL BANK OF CANADA	7,480,079	950M	+5,613,936	+300.8%	80Q	SEC ↗
17	SIGNATUREFD, LLC	7,236,734	920M	+5,437,735	+302.3%	71Q	SEC ↗
18	COMMONWEALTH EQUITY SERVICES, LLC	6,714,484	853M	+4,995,100	+290.5%	35Q	SEC ↗
19	Cetera Investment Advisers	6,240,599	793M	+4,671,134	+297.6%	43Q	SEC ↗
20	AMERIPRISE FINANCIAL INC	6,003,988	763M	+4,501,765	+299.7%	16Q	SEC ↗
21	Pinnacle Financial Partners, Inc.	5,595,573	711M	+4,210,931	+304.1%	3Q	SEC ↗
22	Circle Wealth Management, LLC	5,453,892	693M	+4,090,419	+300.0%	37Q	SEC ↗
23	Focus Partners Wealth	5,259,237	668M	+3,917,424	+292.0%	11Q	SEC ↗
24	HighTower Advisors, LLC	4,976,224	632M	+3,700,264	+290.0%	69Q	SEC ↗
25	Bank of New York Mellon Corp	4,780,386	607M	+3,577,590	+297.4%	76Q	SEC ↗
26	STIFEL FINANCIAL CORP	4,628,950	588M	+3,373,799	+268.8%	49Q	SEC ↗
27	Rockefeller Capital Management L.P.	4,613,036	586M	+3,476,270	+305.8%	31Q	SEC ↗
28	BlackRock, Inc.	4,568,692	581M	+3,273,246	+252.7%	8Q	SEC ↗
29	Cerity Partners LLC	4,560,693	580M	+3,421,505	+300.3%	36Q	SEC ↗
30	CIBC Bancorp USA Inc.	4,326,938	550M	+3,254,963	+303.6%	2Q	SEC ↗
31	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S	4,218,106	536M	+3,189,949	+310.3%	2Q	SEC ↗
32	TIAA Wealth Investment Management LLC	4,158,007	528M	+3,091,374	+289.8%	2Q	SEC ↗
33	JONES FINANCIAL COMPANIES LLLP	3,978,899	506M	+2,844,589	+250.8%	26Q	SEC ↗
34	US BANCORP \DE	3,833,812	487M	+2,877,753	+301.0%	99Q	SEC ↗
35	Nuveen, LLC	3,793,807	482M	+2,695,053	+245.3%	6Q	SEC ↗
36	FIFTH THIRD BANCORP	3,781,112	480M	+2,797,192	+284.3%	26Q	SEC ↗
37	PRUDENTIAL FINANCIAL INC	3,661,993	465M	+3,124,740	+581.6%	92Q	SEC ↗
38	GLOBALT Investments LLC / GA	3,659,660	465M	+2,719,078	+289.1%	11Q	SEC ↗
39	71 West Capital Partners	3,504,688	445M	+2,624,901	+298.4%	3Q	SEC ↗
40	OSAIC HOLDINGS, INC.	3,418,519	434M	+2,604,851	+320.1%	26Q	SEC ↗
41	Janney Montgomery Scott LLC NEW	3,115,856	396M	—	+0.0%	1Q	SEC ↗
42	OpenArc Corporate Advisory, LLC	3,004,395	382M	+2,251,514	+299.1%	3Q	SEC ↗
43	Dynasty Wealth Management, LLC	2,955,926	376M	+30,477	+1.0%	4Q	SEC ↗
44	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	2,701,639	343M	+2,035,364	+305.5%	75Q	SEC ↗
45	AMERICAN CENTURY COMPANIES INC	2,553,192	324M	+2,286,967	+859.0%	15Q	SEC ↗
46	CHOREO, LLC	2,534,323	322M	+1,882,394	+288.7%	50Q	SEC ↗
47	1ST SOURCE BANK	2,376,294	302M	+1,810,589	+320.1%	71Q	SEC ↗
48	CITIGROUP INC	2,285,661	290M	+1,758,135	+333.3%	83Q	SEC ↗
49	Waldron Private Wealth LLC	2,195,611	279M	+1,633,652	+290.7%	51Q	SEC ↗
50	CAPTRUST FINANCIAL ADVISORS	2,115,746	269M	+1,637,800	+342.7%	40Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Janney Montgomery Scott LLC	3,115,856	396M
PARK AVENUE SECURITIES LLC	318,476	40M
Global Retirement Partners, LLC	298,390	38M
ALONGSIDE, LLC	185,469	24M
D. E. Shaw & Co., Inc.	141,164	18M
NBH Bank	125,562	16M
AXXCESS WEALTH MANAGEMENT, LLC	121,868	15M
CIBC WORLD MARKET INC.	103,844	13M
TORONTO DOMINION BANK	103,455	13M
Diversify Advisory Services, LLC	98,418	13M
Highland Investment Advisors LLC	98,010	12M
J.W. COLE ADVISORS, INC.	96,570	12M
Maloon Powers Pitre Higgins & Denne	86,473	11M
PERSONAL CFO SOLUTIONS, LLC	78,298	10M
GAINLINE FINANCIAL PARTNERS, LLC	74,202	9M
Concord Investment Counsel Inc.	43,657	6M
McCarthy Asset Management, Inc.	42,471	5M
Evanson Financial, LLC	40,758	5M
Jupiter Topco LLC	40,191	5M
BEAM WEALTH ADVISORS, INC.	37,918	5M

Sold Out (20)

Holder	Prev Shares	Prev Value
Kensington Asset Management, LLC	224,830	29M
Sonoma Allocations LLC	47,935	6M
AdvisorShares Investments LLC	34,636	4M
FLOW TRADERS U.S. LLC	31,592	4M
FSA WEALTH PARTNERS, INC.	23,960	3M
Chicago Wealth Management, Inc.	23,649	3M
EDGEWOOD MANAGEMENT LLC	23,302	3M
SOL Capital Management CO	16,737	2M
SUSQUEHANNA INTERNATIONAL GROUP, LL	14,448	2M
ASHTON THOMAS SECURITIES, LLC	14,444	2M
Wall Capital Group, Inc.	13,747	2M
EVOKE WEALTH, LLC	10,091	1M
Sustainable Growth Advisers, LP	10,027	1M
Park Edge Advisors, LLC	9,160	1M
Fiduciary Wealth Partners, LLC	9,081	1M
HRT FINANCIAL LP	8,706	1M
Highview Capital Management LLC/DE	8,427	1M
Suncoast Equity Management	7,701	979K
Client First Capital LLC	7,245	921K
Walleye Trading LLC	7,088	901K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MORGAN STANLEY	+89,127,276	+299.4%	118,891,881
BANK OF AMERICA CORP /DE	+80,705,814	+291.7%	108,374,626
FMR LLC	+24,853,456	+298.9%	33,169,533
GOLDMAN SACHS GROUP INC	+20,590,433	+292.1%	27,639,586
JPMORGAN CHASE & CO	+19,548,126	+293.4%	26,211,737
ENVESTNET ASSET MANAGEMENT INC	+15,614,625	+291.9%	20,963,458
NORTHERN TRUST CORP	+14,303,401	+261.3%	19,777,988
UBS Group AG	+13,908,332	+288.5%	18,729,649
WELLS FARGO & COMPANY/MN	+13,358,117	+295.8%	17,873,875
LPL Financial LLC	+11,607,545	+302.3%	15,446,900
RAYMOND JAMES FINANCIAL INC	+10,198,398	+300.9%	13,587,610
PNC Financial Services Group, Inc.	+9,122,681	+298.3%	12,180,504
M&T Bank Corp	+8,891,783	+318.3%	11,685,451
Baird Financial Group, Inc.	+8,781,777	+312.9%	11,588,776
TRUIST FINANCIAL CORP	+6,181,502	+302.6%	8,224,600
ROYAL BANK OF CANADA	+5,613,936	+300.8%	7,480,079
SIGNATUREFD, LLC	+5,437,735	+302.3%	7,236,734
COMMONWEALTH EQUITY SERVICES, LLC	+4,995,100	+290.5%	6,714,484
Cetera Investment Advisers	+4,671,134	+297.6%	6,240,599
AMERIPRISE FINANCIAL INC	+4,501,765	+299.7%	6,003,988

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
TWO SIGMA INVESTMENTS, LP	-373,200	-53.8%	320,960
WELLINGTON MANAGEMENT GROUP LLP	-93,283	-80.3%	22,929
LIFE LINE WEALTH MANAGEMENT LLC	-93,179	-94.8%	5,093
WILLIAM BLAIR INVESTMENT MANAGEMENT	-82,817	-98.1%	1,608
Flaharty Asset Management, LLC	-50,346	-75.8%	16,096
TruWealth Advisors, LLC	-29,111	-21.0%	109,277
Independent Advisor Alliance	-24,146	-50.5%	23,662
OLD NATIONAL BANCORP /IN	-19,097	-20.7%	73,014
CWM, LLC	-14,849	-11.4%	115,731
Jackson Wealth Management, LLC	-14,697	-76.2%	4,588
Calamos Advisors LLC	-12,317	-76.2%	3,840
DSM CAPITAL PARTNERS LLC	-9,766	-75.7%	3,131
NorthRock Partners, LLC	-7,135	-1.8%	378,795
Accent Capital Management, LLC	-6,252	-95.4%	300
SG Americas Securities, LLC	-4,186	-13.1%	27,747
CHILTON CAPITAL MANAGEMENT LLC	-2,730	-93.2%	200
Mirae Asset Global Investments Co.,	-2,491	-46.1%	2,916
Y-Intercept (Hong Kong) Ltd	-1,901	-47.1%	2,135
Cornerstone Planning Group LLC	-1,027	-5.2%	18,883
WELLINGTON-ALTUS USA INC.	-942	-75.0%	314

IWF Institutional Ownership

Institutional Ownership — IWF

Ownership Trends

Top Institutional Holders (2726 total)

Recent Activity

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