Vault-13

ISHARES TR IWF

RUS 1000 GRW ETF · ETP · CUSIP 464287614

2,221 institutional holders -91 vs Q4 2024
202,405,399202.4m shares reported held*
$72.8bnreported value*
89 new 630 added 927 reduced 156 sold out net bought ≈ $539.9m (+1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($193.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $359.91. Options: 7 managers hold calls ($125.1m notional), 9 hold puts ($30.3m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

01k2k3kQ3 22: 1,581Q4 22: 1,693Q1 23: 1,698Q2 23: 1,774Q3 23: 1,782Q4 23: 1,962Q1 24: 1,967Q2 24: 2,035Q3 24: 2,078Q4 24: 2,312Q1 25: 2,2212,221Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20221,581
Q4 20221,693
Q1 20231,698
Q2 20231,774
Q3 20231,782
Q4 20231,962
Q1 20241,967
Q2 20242,035
Q3 20242,078
Q4 20242,312
Q1 20252,221

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2k02kQ2 23: 652 bought or addedQ2 23: 739 cut or sold outQ3 23: 546 bought or addedQ3 23: 815 cut or sold outQ3 23Q4 23: 777 bought or addedQ4 23: 712 cut or sold outQ1 24: 689 bought or addedQ1 24: 893 cut or sold outQ1 24Q2 24: 747 bought or addedQ2 24: 842 cut or sold outQ3 24: 714 bought or addedQ3 24: 885 cut or sold outQ3 24Q4 24: 818 bought or addedQ4 24: 836 cut or sold outQ1 25: 719 bought or addedQ1 25: 1,083 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023652739
Q3 2023546815
Q4 2023777712
Q1 2024689893
Q2 2024747842
Q3 2024714885
Q4 2024818836
Q1 20257191,083

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150m$200mQ2 24 calls: $140.8mQ2 24 puts: $30.0mQ2 24P/C 0.21Q3 24 calls: $126.3mQ3 24 puts: $50.4mQ3 24P/C 0.40Q4 24 calls: $158.4mQ4 24 puts: $51.6mQ4 24P/C 0.33Q1 25 calls: $125.1mQ1 25 puts: $30.3mQ1 25P/C 0.24
Numbers
QuarterCallsPutsP/C
Q2 2024$140.8m$30.0m0.21
Q3 2024$126.3m$50.4m0.40
Q4 2024$158.4m$51.6m0.33
Q1 2025$125.1m$30.3m0.24

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP Added +973,250+973.2k
MORGAN STANLEY Added +834,270+834.3k
Corient Private Wealth LP Added +738,750+738.8k
NATIXIS ADVISORS, LLC Added +392,467+392.5k
Orion Portfolio Solutions, LLC Added +275,977+276.0k
NORTHERN TRUST CORP Added +208,598+208.6k
BlackRock, Inc. Added +139,322+139.3k
LPL Financial LLC Added +133,621+133.6k
UBS Group AG Added +116,259+116.3k
AMERIPRISE FINANCIAL INC Added +111,767+111.8k

Biggest sellers

Focus Partners Wealth Reduced -819,102-819.1k
JPMORGAN CHASE & CO Reduced -310,874-310.9k
M&T Bank Corp Reduced -222,450-222.4k
SIGNATUREFD, LLC Reduced -212,188-212.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -168,742-168.7k
WELLS FARGO & COMPANY/MN Reduced -124,611-124.6k
POLEN CAPITAL MANAGEMENT LLC Reduced -118,097-118.1k
BANK OF AMERICA CORP /DE/ Reduced -115,668-115.7k
LBJ Family Wealth Advisors, Ltd. Reduced -112,846-112.8k
AMERICAN CENTURY COMPANIES INC Reduced -112,460-112.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $66.7m184.6k shares
JANE STREET GROUP, LLC Added $26.4m73.2k shares
CITADEL ADVISORS LLC Added $17.6m48.7k shares
WOLVERINE TRADING, LLC Added $7.1m19.6k shares
Walleye Trading LLC Reduced $5.4m14.9k shares
Squarepoint Ops LLC Reduced $1.0m2.8k shares
Belvedere Trading LLC Reduced $938.8k2.6k shares

Biggest puts

CITADEL ADVISORS LLC Added $15.4m42.6k shares
WOLVERINE TRADING, LLC Added $6.5m18.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $5.6m15.5k shares
JANE STREET GROUP, LLC Reduced $1.3m3.7k shares
TWO SIGMA SECURITIES, LLC Reduced $722.2k2.0k shares
RAYMOND JAMES FINANCIAL INC New $539.0k1.4k shares
Belvedere Trading LLC Reduced $144.4k400 shares
UBS Group AG New $72.2k200 shares
Quaker Wealth Management, LLC First filing $54.2k150 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.98% of their portfolio CHARLOTTE, NC 30,446,67930.4m $11.0bn $11.0bn 0.98% Reduced -115.7k -115,668
2 MORGAN STANLEY 0.64% of their portfolio NEW YORK, NY 24,890,23424.9m $9.0bn $9.0bn 0.64% Added +834.3k +834,270
3 GOLDMAN SACHS GROUP INC 0.66% of their portfolio NEW YORK, NY 9,688,2179.7m $3.5bn $3.5bn 0.66% Added +68.2k +68,243
4 FMR LLC 0.22% of their portfolio BOSTON, MA 9,461,7119.5m $3.4bn $3.4bn 0.22% Added +4.4k +4,428
5 JPMORGAN CHASE & CO 0.19% of their portfolio NEW YORK, NY 6,805,1716.8m $2.5bn $2.5bn 0.19% Reduced -310.9k -310,874
6 UBS Group AG 0.50% of their portfolio ZURICH, V8 6,312,7986.3m $2.3bn $2.3bn 0.50% Added +116.3k +116,259
7 ENVESTNET ASSET MANAGEMENT INC 0.61% of their portfolio Berwyn, PA 5,214,7455.2m $1.9bn $1.9bn 0.61% Reduced -168.7k -168,742
8 NORTHERN TRUST CORP 0.27% of their portfolio CHICAGO, IL 5,109,8095.1m $1.8bn $1.8bn 0.27% Added +208.6k +208,598
9 WELLS FARGO & COMPANY/MN 0.38% of their portfolio SAN FRANCISCO, CA 4,389,6154.4m $1.6bn $1.6bn 0.38% Reduced -124.6k -124,611
10 RAYMOND JAMES FINANCIAL INC 0.46% of their portfolio ST. PETERSBURG, FL 3,379,9913.4m $1.2bn $1.2bn 0.46% Reduced -24.7k -24,728
11 LPL Financial LLC 0.46% of their portfolio FORT MILL, SC 3,280,0713.3m $1.2bn $1.2bn 0.46% Added +133.6k +133,621
12 PNC Financial Services Group, Inc. 0.59% of their portfolio Pittsburgh, PA 3,099,0723.1m $1.1bn $1.1bn 0.59% Reduced -21.3k -21,259
13 M&T Bank Corp 3.33% of their portfolio BUFFALO, NY 2,532,8492.5m $914.5m $914.5m 3.33% Reduced -222.4k -222,450
14 Baird Financial Group, Inc. 1.64% of their portfolio MILWAUKEE, WI 2,357,7142.4m $851.3m $851.3m 1.64% Added +3.0k +3,017
15 COMMONWEALTH EQUITY SERVICES, LLC 1.11% of their portfolio WALTHAM, MA 2,173,2692.2m $784.7m $784.7m 1.11% Added +75.0k +75,027
16 TRUIST FINANCIAL CORP 1.24% of their portfolio CHARLOTTE, NC 2,141,3242.1m $773.2m $773.2m 1.24% Reduced -30.2k -30,245
17 TIAA TRUST, NATIONAL ASSOCIATION 2.29% of their portfolio CHARLOTTE, NC 2,031,1212.0m $733.4m $733.4m 2.29% Reduced -47.7k -47,664
18 SIGNATUREFD, LLC 12.69% of their portfolio ATLANTA, GA 1,854,7181.9m $669.7m $669.7m 12.69% Reduced -212.2k -212,188
19 ROYAL BANK OF CANADA 0.13% of their portfolio TORONTO, A6 1,591,9981.6m $574.9m $574.9m 0.13% Reduced -76.6k -76,574
20 AMERIPRISE FINANCIAL INC 0.15% of their portfolio MINNEAPOLIS, MN 1,587,6691.6m $573.2m $573.2m 0.15% Added +111.8k +111,767
21 Corient Private Wealth LP 0.89% of their portfolio MIAMI, FL 1,513,2261.5m $546.4m $546.4m 0.89% Added +738.8k +738,750
22 CHURCHILL MANAGEMENT Corp 6.33% of their portfolio Los Angeles, CA 1,382,5031.4m $499.2m $499.2m 6.33% Reduced -3.6k -3,553
23 STIFEL FINANCIAL CORP 0.51% of their portfolio ST. LOUIS, MO 1,337,1861.3m $482.9m $482.9m 0.51% Added +225 +225
24 Circle Wealth Management, LLC 10.78% of their portfolio SUMMIT, NJ 1,288,4581.3m $465.2m $465.2m 10.78% Reduced -99 -99
25 WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio Boston, MA 1,285,7981.3m $464.3m $464.3m 0.09% Added +973.2k +973,250
26 Cetera Investment Advisers 0.88% of their portfolio SCHAUMBURG, IL 1,255,9511.3m $453.5m $453.5m 0.88% Reduced -8.8k -8,752
27 Bank of New York Mellon Corp 0.09% of their portfolio NEW YORK, NY 1,220,4441.2m $440.7m $440.7m 0.09% Reduced -90.4k -90,405
28 BlackRock, Inc. 0.01% of their portfolio New York, NY 1,218,9531.2m $440.2m $440.2m 0.01% Added +139.3k +139,322
29 SYNOVUS FINANCIAL CORP 5.61% of their portfolio Columbus, GA 1,201,1491.2m $433.7m $433.7m 5.61% Reduced -81.6k -81,568
30 Nuveen, LLC 0.13% of their portfolio CHARLOTTE, NC 1,176,4711.2m $424.8m $424.8m 0.13% First filing
31 HighTower Advisors, LLC 0.57% of their portfolio CHICAGO, IL 1,167,1471.2m $421.4m $421.4m 0.57% Reduced -3.0k -3,008
32 US BANCORP \DE\ 0.51% of their portfolio MINNEAPOLIS, MN 1,059,6341.1m $382.6m $382.6m 0.51% Added +6.5k +6,522
33 TWO SIGMA INVESTMENTS, LP 0.82% of their portfolio NEW YORK, NY 1,040,6001.0m $375.8m $375.8m 0.82% Added +82.6k +82,600
34 GLOBALT Investments LLC / GA 14.27% of their portfolio Atlanta, GA 967,429967.4k $349.3m $349.3m 14.27% Reduced -93.8k -93,809
35 Cerity Partners LLC 0.69% of their portfolio NEW YORK, NY 930,805930.8k $336.1m $336.1m 0.69% Reduced -12.7k -12,713
36 CIBC Private Wealth Group LLC 0.59% of their portfolio ATLANTA, GA 866,018866.0k $277.5m $277.5m 0.59% Reduced -80.8k -80,820
37 Rockefeller Capital Management L.P. 0.75% of their portfolio NEW YORK, NY 837,481837.5k $302.4m $302.4m 0.75% Added +83.1k +83,133
38 Janney Montgomery Scott LLC 0.81% of their portfolio PHILADELPHIA, PA 792,268792.3k $286.1m $286.1m 0.81% Reduced -5.4k -5,436
39 Focus Partners Wealth 0.72% of their portfolio ST LOUIS, MO 791,207791.2k $285.7m $285.7m 0.72% Reduced -819.1k -819,102
40 PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio BALTIMORE, MD 786,659786.7k $284.1m $284.1m 0.03% Added +54.8k +54,767
41 Demars Financial Group, LLC 0.06% of their portfolio SPOKANE VALLEY, WA 739,328739.3k $2.0k $2.0k 0.06% Reduced -95.3k -95,333
42 PRUDENTIAL FINANCIAL INC 0.37% of their portfolio NEWARK, NJ 725,072725.1k $261.8m $261.8m 0.37% Reduced -106.1k -106,123
43 SUMITOMO MITSUI FINANCIAL GROUP, INC. 4.57% of their portfolio TOKYO, M0 691,000691.0k $249.5m $249.5m 4.57% Unchanged
44 CHOREO, LLC 3.67% of their portfolio ROCKFORD, IL 654,674654.7k $236.4m $236.4m 3.67% Reduced -21.4k -21,390
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.19% of their portfolio MILWAUKEE, WI 646,089646.1k $233.3m $233.3m 0.19% Added +26.2k +26,199
46 COMERICA BANK 0.97% of their portfolio DALLAS, TX 638,403638.4k $230.5m $230.5m 0.97% Reduced -12.3k -12,288
47 CITIGROUP INC 0.18% of their portfolio NEW YORK, NY 637,796637.8k $230.3m $230.3m 0.18% Added +69.2k +69,205
48 NorthCoast Asset Management LLC 1.15% of their portfolio STAMFORD, CT 635,881635.9k $229.6m $229.6m 1.15% Reduced -8.1k -8,061
49 OSAIC HOLDINGS, INC. 0.51% of their portfolio SCOTTSDALE, AZ 630,401630.4k $227.7m $227.7m 0.51% Added +31.4k +31,422
50 Waldron Private Wealth LLC 10.07% of their portfolio BRIDGEVILLE, PA 590,658590.7k $213.3m $213.3m 10.07% Reduced -711 -711
51 NATIXIS ADVISORS, LLC 0.39% of their portfolio Boston, MA 579,754579.8k $209.3m $209.3m 0.39% Added +392.5k +392,467
52 1ST SOURCE BANK 12.24% of their portfolio SOUTH BEND, IN 575,157575.2k $207.7m $207.7m 12.24% Reduced -9.5k -9,458
53 Clearstead Advisors, LLC 3.19% of their portfolio CLEVELAND, OH 568,526568.5k $205.3m $205.3m 3.19% Reduced -11.0k -11,031
54 Orion Portfolio Solutions, LLC 1.07% of their portfolio Omaha, NE 567,371567.4k $216.7m $216.7m 1.07% Added +276.0k +275,977
55 Mariner, LLC 0.34% of their portfolio Overland Park, KS 563,439563.4k $203.5m $203.5m 0.34% Added +17.2k +17,238
56 MML INVESTORS SERVICES, LLC 0.66% of their portfolio SPRINGFIELD, MA 551,968552.0k $199.3m $199.3m 0.66% Added +12.5k +12,505
57 Cresset Asset Management, LLC 0.94% of their portfolio Chicago, IL 517,849517.8k $187.0m $187.0m 0.94% Reduced -5.0k -5,032
58 REGIONS FINANCIAL CORP 1.27% of their portfolio BIRMINGHAM, AL 471,442471.4k $170.2m $170.2m 1.27% Reduced -13.2k -13,178
59 Creative Planning 0.16% of their portfolio OVERLAND PARK, KS 462,628462.6k $167.1m $167.1m 0.16% Added +8.1k +8,086
60 COMMERCE BANK 1.04% of their portfolio KANSAS CITY, MO 452,214452.2k $163.3m $163.3m 1.04% Added +9.8k +9,850
61 CAPTRUST FINANCIAL ADVISORS 0.39% of their portfolio RALEIGH, NC 433,886433.9k $156.7m $156.7m 0.39% Added +5.6k +5,603
62 IEQ CAPITAL, LLC 1.23% of their portfolio Foster City, CA 428,978429.0k $154.9m $154.9m 1.23% Added +45.9k +45,864
63 STALEY CAPITAL ADVISERS INC 6.92% of their portfolio PITTSBURGH, PA 423,600423.6k $153.0m $153.0m 6.92% Reduced -2.1k -2,113
64 MAI Capital Management 1.15% of their portfolio INDEPENDENCE, OH 420,529420.5k $151.8m $151.8m 1.15% Reduced -6.2k -6,150
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.28% of their portfolio PLYMOUTH, MN 410,733410.7k $148.3m $148.3m 0.28% Added +6.1k +6,064
66 FIFTH THIRD BANCORP 0.56% of their portfolio CINCINNATI, OH 409,589409.6k $147.9m $147.9m 0.56% Reduced -12.0k -11,969
67 Stairway Partners, LLC 8.70% of their portfolio MINNEAPOLIS, MN 391,092391.1k $141.2m $141.2m 8.70% Added +2.2k +2,245
68 MERCER GLOBAL ADVISORS INC /ADV 0.32% of their portfolio DENVER, CO 390,444390.4k $141.0m $141.0m 0.32% Added +5.9k +5,884
69 POLEN CAPITAL MANAGEMENT LLC 0.44% of their portfolio Boca Raton, FL 385,522385.5k $139.2m $139.2m 0.44% Reduced -118.1k -118,097
70 AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio KANSAS CITY, MO 373,782373.8k $135.0m $135.0m 0.08% Reduced -112.5k -112,460
71 Johnson Financial Group, Inc. 6.58% of their portfolio RACINE, WI 372,080372.1k $134.4m $134.4m 6.58% Reduced -63.8k -63,831
72 JONES FINANCIAL COMPANIES LLLP 0.12% of their portfolio DES PERES, MO 371,321371.3k $133.9m $133.9m 0.12% Added +63.3k +63,258
73 Cullen/Frost Bankers, Inc. 1.85% of their portfolio San Antonio, TX 366,190366.2k $132.2m $132.2m 1.85% Reduced -12.4k -12,389
74 D.A. DAVIDSON & CO. 1.05% of their portfolio GREAT FALLS, MT 361,876361.9k $130.7m $130.7m 1.05% Reduced -6.2k -6,176
75 OAKWORTH CAPITAL, INC. 8.88% of their portfolio BIRMINGHAM, AL 353,218353.2k $127.5m $127.5m 8.88% Reduced -2.8k -2,750
76 BROWN ADVISORY INC 0.18% of their portfolio BALTIMORE, MD 341,269341.3k $123.2m $123.2m 0.18% Added +49.5k +49,486
77 J.Safra Asset Management Corp 9.99% of their portfolio NEW YORK, NY 340,116340.1k $122.8m $122.8m 9.99% Added +8.8k +8,794
78 Thrivent Financial for Lutherans 0.29% of their portfolio Minneapolis, MN 338,837338.8k $130.6m $130.6m 0.29% Added +11.2k +11,157
79 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.88% of their portfolio NEW YORK, NY 338,646338.6k $122.3m $122.3m 0.88% Added +36.7k +36,675
80 BANK OF MONTREAL /CAN/ 0.06% of their portfolio TORONTO, A6 310,742310.7k $112.2m $112.2m 0.06% Reduced -28.7k -28,652
81 AVANTAX ADVISORY SERVICES, INC. 0.65% of their portfolio DALLAS, TX 295,588295.6k $106.7m $106.7m 0.65% Added +32.2k +32,244
82 Pathstone Holdings, LLC 0.44% of their portfolio ENGLEWOOD, NJ 282,282282.3k $102.1m $102.1m 0.44% Added +3.7k +3,723
83 Orion Porfolio Solutions, LLC 0.98% of their portfolio OMAHA, NE 275,977276.0k $99.7m $99.7m 0.98% Reduced -15.4k -15,417
84 Private Advisor Group, LLC 0.60% of their portfolio MORRISTOWN, NJ 274,790274.8k $99.2m $99.2m 0.60% Reduced -5.4k -5,356
85 Confluence Wealth Services, Inc. 5.96% of their portfolio MCMURRAY, PA 270,474270.5k $94.5m $94.5m 5.96% Added +17.3k +17,277
86 Modera Wealth Management, LLC 1.30% of their portfolio WESTWOOD, NJ 266,543266.5k $96.2m $96.2m 1.30% Reduced -4.8k -4,824
87 MONETA GROUP INVESTMENT ADVISORS LLC 1.32% of their portfolio ST LOUIS, MO 265,996266.0k $96.0m $96.0m 1.32% Added +6.5k +6,550
88 SIMON QUICK ADVISORS, LLC 5.11% of their portfolio MORRISTOWN, NJ 248,816248.8k $89.8m $89.8m 5.11% Reduced -7.9k -7,858
89 STEPHENS INC /AR/ 1.29% of their portfolio LITTLE ROCK, AR 243,457243.5k $87.9m $87.9m 1.29% Reduced -25.3k -25,345
90 Steward Partners Investment Advisory, LLC 0.74% of their portfolio STAMFORD, CT 232,464232.5k $83.9m $83.9m 0.74% Added +14.3k +14,295
91 KEYBANK NATIONAL ASSOCIATION/OH 0.33% of their portfolio BROOKLYN, OH 231,191231.2k $83.5m $83.5m 0.33% Added +2.4k +2,431
92 HSBC HOLDINGS PLC 0.06% of their portfolio LONDON, X0 229,778229.8k $83.0m $83.0m 0.06% Added +10.7k +10,745
93 BANK OF NOVA SCOTIA 0.19% of their portfolio TORONTO, A6 229,000229.0k $82.7m $82.7m 0.19% Unchanged
94 Qalhat Capital Ltd 17.22% of their portfolio ST HELIER, Y9 227,166227.2k $82.0m $82.0m 17.22% Added +44.5k +44,511
95 BLAIR WILLIAM & CO/IL 0.24% of their portfolio CHICAGO, IL 220,623220.6k $79.7m $79.7m 0.24% Added +4.0k +4,018
96 Wealthspire Advisors, LLC 0.48% of their portfolio NEW YORK, NY 220,238220.2k $79.5m $79.5m 0.48% Added +100.6k +100,565
97 Covenant Partners, LLC 25.13% of their portfolio Nashville, TN 215,103215.1k $77.7m $77.7m 25.13% Added +57.7k +57,660
98 Beacon Pointe Advisors, LLC 0.87% of their portfolio NEWPORT BEACH, CA 214,634214.6k $77.5m $77.5m 0.87% Reduced -16.8k -16,767
99 BRIDGES INVESTMENT MANAGEMENT INC 1.11% of their portfolio OMAHA, NE 213,831213.8k $77.2m $77.2m 1.11% Reduced -8.7k -8,715
100 Lido Advisors, LLC 0.44% of their portfolio Los Angeles, CA 208,405208.4k $75.3m $75.3m 0.44% Added +4.0k +4,003