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Institutional Holders of IWF

There is a long list of 1896 institutional holders of IWF within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IWF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWF table below, the initial column indicates the name of each top institutional holder of IWF, with a link to that fund's top holdings. The next columns indicate the amount of IWF stock held by each of the institutional holders of IWF, followed by the IWF position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE32,245,348$9,775,822 12/31/2023
     IWF32,245,348$9,775,822 12/31/2023
Morgan Stanley24,395,088$7,395,860 12/31/2023
     IWF24,395,088$7,395,860 12/31/2023
TFO TDC LLC20,472$6,145,753 12/31/2023
     IWF20,472$6,145,753 12/31/2023
Goldman Sachs Group Inc. $3,051,265 12/31/2023
     IWF10,004,534$3,033,075 12/31/2023
     Call60,000$18,190 12/31/2023
FMR LLC9,976,146$3,024,468 12/31/2023
     IWF9,976,146$3,024,468 12/31/2023
JPMorgan Chase & Co.7,780,747$2,358,889 12/31/2023
     IWF7,780,747$2,358,889 12/31/2023
UBS Group AG6,102,415$1,850,069 12/31/2023
     IWF6,102,415$1,850,069 12/31/2023
Envestnet Asset Management Inc.5,413,232$1,641,130 12/31/2023
     IWF5,413,232$1,641,130 12/31/2023
Ameriprise Financial Inc.4,597,051$1,393,834 12/31/2023
     IWF4,597,051$1,393,834 12/31/2023
Wells Fargo & Company MN $1,322,436 12/31/2023
     IWF4,364,326$1,323,133 12/31/2023
     Put2,300$697 12/31/2023
Northern Trust Corp4,202,517$1,274,077 12/31/2023
     IWF4,202,517$1,274,077 12/31/2023
The PNC Financial Services Group Inc.3,123,055$946,817 12/31/2023
     IWF3,123,055$946,817 12/31/2023
Raymond James & Associates2,883,465$874,180 12/31/2023
     IWF2,883,465$874,180 12/31/2023
LPL Financial LLC2,867,358$869,297 12/31/2023
     IWF2,867,358$869,297 12/31/2023
M&T Bank Corp2,479,622$751,769 12/31/2023
     IWF2,479,622$751,769 12/31/2023
Baird Financial Group Inc.2,321,010$703,661 12/31/2023
     IWF2,321,010$703,661 12/31/2023
TIAA Trust National Association2,247,323$681,321 12/31/2023
     IWF2,247,323$681,321 12/31/2023
Truist Financial Corp2,225,052$674,569 12/31/2023
     IWF2,225,052$674,569 12/31/2023
Commonwealth Equity Services LLC2,114,568$641,074 12/31/2023
     IWF2,114,568$641,074 12/31/2023
Nuveen Asset Management LLC1,881,571$570,436 12/31/2023
     IWF1,881,571$570,436 12/31/2023
Royal Bank of Canada1,847,364$560,064 12/31/2023
     IWF1,847,364$560,064 12/31/2023
Signaturefd LLC1,599,618$484,956 12/31/2023
     IWF1,599,618$484,956 12/31/2023
CHURCHILL MANAGEMENT Corp1,371,353$462,215 03/31/2024
     IWF1,371,353$462,215 03/31/2024
Stifel Financial Corp1,432,238$434,227 12/31/2023
     IWF1,432,238$434,227 12/31/2023
Bank of New York Mellon Corp1,322,607$400,975 12/31/2023
     IWF1,322,607$400,975 12/31/2023
Synovus Financial Corp1,295,296$392,708 12/31/2023
     IWF1,295,296$392,708 12/31/2023
Circle Wealth Management LLC1,288,373$390,596 12/31/2023
     IWF1,288,373$390,596 12/31/2023
BlackRock Inc.1,241,758$376,464 12/31/2023
     IWF1,241,758$376,464 12/31/2023
HighTower Advisors LLC1,161,545$352,196 12/31/2023
     IWF1,161,545$352,196 12/31/2023
GLOBALT Investments LLC GA1,157,648$350,964 12/31/2023
     IWF1,157,648$350,964 12/31/2023
US Bancorp DE1,135,641$344,292 12/31/2023
     IWF1,135,641$344,292 12/31/2023
Prudential Financial Inc.913,436$276,926 12/31/2023
     IWF913,436$276,926 12/31/2023
Advisor Group Holdings Inc.862,463$261,569 12/31/2023
     IWF862,463$261,569 12/31/2023
Cerity Partners LLC829,946$251,615 12/31/2023
     IWF829,946$251,615 12/31/2023
CI Private Wealth LLC795,829$241,271 12/31/2023
     IWF795,829$241,271 12/31/2023
Janney Montgomery Scott LLC782,782$237,316 12/31/2023
     IWF782,782$237,316 12/31/2023
Rockefeller Capital Management L.P.763,881$231,586 12/31/2023
     IWF763,881$231,586 12/31/2023
Raymond James Financial Services Advisors Inc.743,296$225,345 12/31/2023
     IWF743,296$225,345 12/31/2023
Waldron Private Wealth LLC681,454$206,596 12/31/2023
     IWF681,454$206,596 12/31/2023
Citigroup Inc.677,926$205,527 12/31/2023
     IWF677,926$205,527 12/31/2023
Cetera Advisor Networks LLC672,579$203,906 12/31/2023
     IWF672,579$203,906 12/31/2023
CIBC Private Wealth Group LLC663,651$201,199 12/31/2023
     IWF663,651$201,199 12/31/2023
Two Sigma Investments LP627,000$190,088 12/31/2023
     IWF627,000$190,088 12/31/2023
1ST Source Bank607,493$184,174 12/31/2023
     IWF607,493$184,174 12/31/2023
Northwestern Mutual Wealth Management Co.604,112$183,150 12/31/2023
     IWF604,112$183,150 12/31/2023
Comerica Bank598,215$181,361 12/31/2023
     IWF598,215$181,361 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC573,280$173,801 12/31/2023
     IWF573,280$173,801 12/31/2023
Mercer Global Advisors Inc. ADV570,546$172,972 12/31/2023
     IWF570,546$172,972 12/31/2023
Johnson Financial Group Inc.563,845$170,941 12/31/2023
     IWF563,845$170,941 12/31/2023
Mariner LLC557,749$169,093 12/31/2023
     IWF557,749$169,093 12/31/2023

See All: Funds Holding IWF
See Details: Top 10 Hedge Funds Holding IWF
Also See: IWF Holdings Changes

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