IWF Institutional Ownership
Who owns IWF and what the big funds did with it last quarter, from every SEC 13F filing. 2,514 funds reported holding IWF at Jun 30, 2026.
- ▼782 buying vs 1,008 selling
- ▼Shares held by funds -3.0%
- ▲Funds holding +65
- ▼Superinvestors: 1 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 2,514 | 2,449 | +2.7% |
| In funds' top 10 | 215 | 202 | +6.4% |
| 13F shares | 786M | 810M | −3.0% |
| Held by funds | – | – | – |
| New positions | 140 | 85 | +64.7% |
| Increased | 642 | 676 | −5.0% |
| Reduced | 940 | 935 | +0.5% |
| Sold out | 68 | 153 | −55.6% |
| Calls (shares) | 27K | 27K | 0.0% |
| Puts (shares) | 227K | 229K | −0.9% |
| Put/call ratio | 8.61 | 10.95 | −21.4% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IWF
All superinvestors →
Who owns IWF
share of fund held shares- Index and passive funds3.1%
- Active managers and hedge funds44.1%
- Banks and brokers52.7%
- Pensions, insurers and other0.1%
The top 10 holders own 51.8% of all IWF shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
930 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−834K sh
- Commonwealth Equity Services, LLCTrimmed−481K sh
- Tsfg, LLCTrimmed−434K sh
- Sanchez Wealth Management GroupTrimmed−336K sh
- Vestor Capital, LLCTrimmed−166K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | – | 119M | $14.8B | −167K |
| 2 | Bank of America Corp /de/ | – | 108M | $13.5B | −2.3M |
| 3 | Fmr LLC | – | 33.2M | $4.1B | −95K |
| 4 | Goldman Sachs Group Inc | – | 27.6M | $3.4B | −557K |
| 5 | Jpmorgan Chase & Co | – | 26.2M | $3.2B | −443K |
| 6 | Envestnet Asset Management Inc | – | 21M | $2.6B | −432K |
| 7 | Northern Trust Corp | – | 19.8M | $2.5B | −2.1M |
| 8 | UBS Group AG | – | 18.7M | $2.3B | −556K |
| 9 | Wells Fargo & Company/mn | – | 17.9M | $2.2B | −189K |
| 10 | LPL Financial LLC | – | 15.4M | $1.9B | +89K |
- Janney Montgomery Scott LLC+3.1M sh+$387M
- Prudential Financial Inc+1.5M sh+$188M
- American Century Companies Inc+1.5M sh+$185M
- Venturi Wealth Management, LLC+1.3M sh+$156M
- M&T Bank Corp+1.2M sh+$147M
- Cambridge Investment Research Advisors, Inc.+808K sh+$100M
- Waverly Advisors, LLC+580K sh+$72M
- Voya Investment Management LLC+408K sh+$50.7M
- Dynasty Wealth Management, LLC−8.7M sh−$1.1B
- Moneta Group Investment Advisors LLC−3.3M sh−$408M
- Two Sigma Investments, LP−2.5M sh−$305M
- Bank of America Corp /de/−2.3M sh−$286M
- Northern Trust Corp−2.1M sh−$263M
- Corient Private Wealth LP−1.8M sh−$225M
- Natixis Advisors, LLC−1.2M sh−$145M
- NorthRock Partners, LLC−1.2M sh−$145M
IWF institutional ownership FAQ
Who owns the most IWF stock?
In Q2 2026 13F filings the largest holder of IWF was Morgan Stanley, followed by Bank of America Corp /de/ and Fmr LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of IWF is owned by institutions?
2,514 funds reported holding 786M IWF shares at Jun 30, 2026.
Are hedge funds buying IWF?
In Q2 2026, 782 funds bought IWF (140 of them new positions) and 1,008 sold (68 sold out completely). Among well known investors, 1 added and 2 cut. Our fund sentiment for IWF is bearish.
What is IWF's institutional put/call ratio?
Funds reported $28.7M of IWF puts against $3.3M of calls, a put/call ratio of 8.61 (10.95 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this IWF ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.