Vault-13

ISHARES TR IWF

RUS 1000 GRW ETF · ETP · CUSIP 464287614

2,301 institutional holders +80 vs Q1 2025
199,398,834199.4m shares reported held*
$84.7bnreported value*
165 new 696 added 838 reduced 78 sold out net sold ≈ $773.7m (-2.6m 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 ($133.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $424.67. Options: 6 managers hold calls ($201.2m notional), 11 hold puts ($50.5m).

Trends to Q2 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: 2,221Q2 25: 2,3012,301Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 20252,301

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ3 23: 546 bought or addedQ3 23: 815 cut or sold outQ4 23: 777 bought or addedQ4 23: 712 cut or sold outQ4 23Q1 24: 689 bought or addedQ1 24: 893 cut or sold outQ2 24: 747 bought or addedQ2 24: 842 cut or sold outQ2 24Q3 24: 714 bought or addedQ3 24: 885 cut or sold outQ4 24: 818 bought or addedQ4 24: 836 cut or sold outQ4 24Q1 25: 719 bought or addedQ1 25: 1,083 cut or sold outQ2 25: 861 bought or addedQ2 25: 916 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023546815
Q4 2023777712
Q1 2024689893
Q2 2024747842
Q3 2024714885
Q4 2024818836
Q1 20257191,083
Q2 2025861916

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ3 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 0.24Q2 25 calls: $201.2mQ2 25 puts: $50.5mQ2 25P/C 0.25
Numbers
QuarterCallsPutsP/C
Q3 2024$126.3m$50.4m0.40
Q4 2024$158.4m$51.6m0.33
Q1 2025$125.1m$30.3m0.24
Q2 2025$201.2m$50.5m0.25

Biggest buyers

MORGAN STANLEY Added +2,475,980+2.5m
ROYAL BANK OF CANADA Added +1,757,806+1.8m
Rockefeller Capital Management L.P. Added +892,123+892.1k
JPMORGAN CHASE & CO Added +411,172+411.2k
Baird Financial Group, Inc. Added +372,064+372.1k
Kensington Asset Management, LLC New +224,830+224.8k
LPL Financial LLC Added +209,344+209.3k
Summit Trail Advisors, LLC New +123,353+123.4k
OSAIC HOLDINGS, INC. Added +95,889+95.9k
LIFE LINE WEALTH MANAGEMENT LLC Added +92,484+92.5k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Sold out -1,285,798-1.3m
BANK OF AMERICA CORP /DE/ Reduced -1,227,635-1.2m
Corient Private Wealth LP Reduced -820,950-821.0k
CHURCHILL MANAGEMENT Corp Reduced -801,122-801.1k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -767,819-767.8k
Demars Financial Group, LLC Reduced -737,234-737.2k
SUMITOMO MITSUI FINANCIAL GROUP, INC. Sold out -691,000-691.0k
FMR LLC Reduced -669,617-669.6k
NATIXIS ADVISORS, LLC Reduced -306,084-306.1k
AMERICAN CENTURY COMPANIES INC Reduced -296,493-296.5k

Biggest calls

CITADEL ADVISORS LLC Added $86.7m204.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $63.6m149.9k shares
JANE STREET GROUP, LLC Added $36.6m86.2k shares
WOLVERINE TRADING, LLC Reduced $7.4m17.6k shares
Walleye Trading LLC Unchanged $6.3m14.9k shares
Belvedere Trading LLC Reduced $467.0k1.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $28.0m65.9k shares
CITADEL ADVISORS LLC Reduced $13.5m31.8k shares
WOLVERINE TRADING, LLC Reduced $4.5m10.6k shares
JANE STREET GROUP, LLC Added $1.7m4.1k shares
Walleye Trading LLC New $1.0m2.4k shares
Quantinno Capital Management LP New $1.0m2.4k shares
BANK OF AMERICA CORP /DE/ New $424.6k1.0k shares
Lido Advisors, LLC New $169.8k400 shares
UBS Group AG Unchanged $84.9k200 shares
Belvedere Trading LLC Reduced $42.5k100 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 1.00% of their portfolio CHARLOTTE, NC 29,219,04429.2m $12.4bn $12.4bn 1.00% Reduced -1.2m -1,227,635
2 MORGAN STANLEY 0.76% of their portfolio NEW YORK, NY 27,366,21427.4m $11.6bn $11.6bn 0.76% Added +2.5m +2,475,980
3 GOLDMAN SACHS GROUP INC 0.66% of their portfolio NEW YORK, NY 9,580,1849.6m $4.1bn $4.1bn 0.66% Reduced -108.0k -108,033
4 FMR LLC 0.21% of their portfolio BOSTON, MA 8,792,0948.8m $3.7bn $3.7bn 0.21% Reduced -669.6k -669,617
5 JPMORGAN CHASE & CO 0.21% of their portfolio NEW YORK, NY 7,216,3437.2m $3.1bn $3.1bn 0.21% Added +411.2k +411,172
6 UBS Group AG 0.53% of their portfolio ZURICH, V8 6,018,4696.0m $2.6bn $2.6bn 0.53% Reduced -294.3k -294,329
7 ENVESTNET ASSET MANAGEMENT INC 0.65% of their portfolio Berwyn, PA 5,285,3905.3m $2.2bn $2.2bn 0.65% Added +70.6k +70,645
8 NORTHERN TRUST CORP 0.29% of their portfolio CHICAGO, IL 5,049,4565.0m $2.1bn $2.1bn 0.29% Reduced -60.4k -60,353
9 WELLS FARGO & COMPANY/MN 0.40% of their portfolio SAN FRANCISCO, CA 4,309,2344.3m $1.8bn $1.8bn 0.40% Reduced -80.4k -80,381
10 LPL Financial LLC 0.49% of their portfolio FORT MILL, SC 3,489,4153.5m $1.5bn $1.5bn 0.49% Added +209.3k +209,344
11 RAYMOND JAMES FINANCIAL INC 0.49% of their portfolio ST. PETERSBURG, FL 3,385,1643.4m $1.4bn $1.4bn 0.49% Added +5.2k +5,173
12 ROYAL BANK OF CANADA 0.14% of their portfolio TORONTO, A6 3,349,8043.3m $1.4bn $1.4bn 0.14% Added +1.8m +1,757,806
13 PNC Financial Services Group, Inc. 0.85% of their portfolio Pittsburgh, PA 3,112,8303.1m $1.3bn $1.3bn 0.85% Added +13.8k +13,758
14 Baird Financial Group, Inc. 2.03% of their portfolio MILWAUKEE, WI 2,729,7782.7m $1.2bn $1.2bn 2.03% Added +372.1k +372,064
15 M&T Bank Corp 3.74% of their portfolio BUFFALO, NY 2,560,7762.6m $1.1bn $1.1bn 3.74% Added +27.9k +27,927
16 TRUIST FINANCIAL CORP 1.31% of their portfolio CHARLOTTE, NC 2,105,5852.1m $894.0m $894.0m 1.31% Reduced -35.7k -35,739
17 COMMONWEALTH EQUITY SERVICES, LLC 1.18% of their portfolio WALTHAM, MA 2,104,7042.1m $893.6m $893.6m 1.18% Reduced -68.6k -68,565
18 TIAA TRUST, NATIONAL ASSOCIATION 2.18% of their portfolio CHARLOTTE, NC 1,980,8912.0m $837.6m $837.6m 2.18% Reduced -50.2k -50,230
19 SIGNATUREFD, LLC 13.04% of their portfolio ATLANTA, GA 1,799,9241.8m $764.2m $764.2m 13.04% Reduced -54.8k -54,794
20 Rockefeller Capital Management L.P. 0.86% of their portfolio NEW YORK, NY 1,729,6041.7m $735.6m $735.6m 0.86% Added +892.1k +892,123
21 AMERIPRISE FINANCIAL INC 0.16% of their portfolio MINNEAPOLIS, MN 1,499,8251.5m $637.4m $637.4m 0.16% Reduced -87.8k -87,844
22 Circle Wealth Management, LLC 12.15% of their portfolio SUMMIT, NJ 1,287,2231.3m $546.5m $546.5m 12.15% Reduced -1.2k -1,235
23 Cetera Investment Advisers 0.91% of their portfolio SCHAUMBURG, IL 1,273,3661.3m $540.6m $540.6m 0.91% Added +17.4k +17,415
24 STIFEL FINANCIAL CORP 0.52% of their portfolio ST. LOUIS, MO 1,262,7271.3m $536.1m $536.1m 0.52% Reduced -74.5k -74,459
25 SYNOVUS FINANCIAL CORP 6.31% of their portfolio Columbus, GA 1,214,5331.2m $515.7m $515.7m 6.31% Added +13.4k +13,384
26 Bank of New York Mellon Corp 0.10% of their portfolio NEW YORK, NY 1,213,5131.2m $515.2m $515.2m 0.10% Reduced -6.9k -6,931
27 HighTower Advisors, LLC 0.62% of their portfolio CHICAGO, IL 1,170,4251.2m $496.9m $496.9m 0.62% Added +3.3k +3,278
28 TWO SIGMA INVESTMENTS, LP 0.85% of their portfolio NEW YORK, NY 1,114,1001.1m $473.0m $473.0m 0.85% Added +73.5k +73,500
29 BlackRock, Inc. 0.01% of their portfolio New York, NY 1,056,0471.1m $448.4m $448.4m 0.01% Reduced -162.9k -162,906
30 US BANCORP \DE\ 0.55% of their portfolio MINNEAPOLIS, MN 1,038,0541.0m $440.7m $440.7m 0.55% Reduced -21.6k -21,580
31 Nuveen, LLC 0.12% of their portfolio CHARLOTTE, NC 1,009,5301.0m $428.6m $428.6m 0.12% Reduced -166.9k -166,941
32 GLOBALT Investments LLC / GA 15.26% of their portfolio Atlanta, GA 937,942937.9k $398.2m $398.2m 15.26% Reduced -29.5k -29,487
33 Cerity Partners LLC 0.67% of their portfolio NEW YORK, NY 884,860884.9k $375.7m $375.7m 0.67% Reduced -45.9k -45,945
34 CIBC Private Wealth Group LLC 0.61% of their portfolio ATLANTA, GA 807,501807.5k $342.8m $342.8m 0.61% Reduced -58.5k -58,517
35 Janney Montgomery Scott LLC 0.86% of their portfolio PHILADELPHIA, PA 775,136775.1k $329.1m $329.1m 0.86% Reduced -17.1k -17,132
36 Focus Partners Wealth 0.70% of their portfolio ST LOUIS, MO 756,869756.9k $321.4m $321.4m 0.70% Reduced -34.3k -34,338
37 OSAIC HOLDINGS, INC. 0.55% of their portfolio SCOTTSDALE, AZ 726,290726.3k $307.9m $307.9m 0.55% Added +95.9k +95,889
38 Corient Private Wealth LP 0.39% of their portfolio MIAMI, FL 692,276692.3k $293.9m $293.9m 0.39% Reduced -821.0k -820,950
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.21% of their portfolio MILWAUKEE, WI 673,593673.6k $286.0m $286.0m 0.21% Added +27.5k +27,504
40 PRUDENTIAL FINANCIAL INC 0.37% of their portfolio NEWARK, NJ 669,827669.8k $284.4m $284.4m 0.37% Reduced -55.2k -55,245
41 CITIGROUP INC 0.20% of their portfolio NEW YORK, NY 665,839665.8k $282.7m $282.7m 0.20% Added +28.0k +28,043
42 CHOREO, LLC 3.90% of their portfolio ROCKFORD, IL 658,277658.3k $279.5m $279.5m 3.90% Added +3.6k +3,603
43 COMERICA BANK 1.07% of their portfolio DALLAS, TX 650,888650.9k $276.4m $276.4m 1.07% Added +12.5k +12,485
44 NorthCoast Asset Management LLC 1.14% of their portfolio STAMFORD, CT 629,660629.7k $267.3m $267.3m 1.14% Reduced -6.2k -6,221
45 Waldron Private Wealth LLC 10.98% of their portfolio BRIDGEVILLE, PA 593,071593.1k $251.8m $251.8m 10.98% Added +2.4k +2,413
46 CHURCHILL MANAGEMENT Corp 2.68% of their portfolio Los Angeles, CA 581,381581.4k $246.8m $246.8m 2.68% Reduced -801.1k -801,122
47 Mariner, LLC 0.36% of their portfolio Overland Park, KS 579,441579.4k $246.0m $246.0m 0.36% Added +16.0k +16,002
48 1ST SOURCE BANK 13.20% of their portfolio SOUTH BEND, IN 563,612563.6k $239.3m $239.3m 13.20% Reduced -11.5k -11,545
49 Clearstead Advisors, LLC 3.33% of their portfolio CLEVELAND, OH 558,416558.4k $237.1m $237.1m 3.33% Reduced -10.1k -10,110
50 MML INVESTORS SERVICES, LLC 0.61% of their portfolio SPRINGFIELD, MA 499,599499.6k $212.1m $212.1m 0.61% Reduced -52.4k -52,369
51 CAPTRUST FINANCIAL ADVISORS 0.45% of their portfolio RALEIGH, NC 476,161476.2k $202.2m $202.2m 0.45% Added +42.3k +42,275
52 Creative Planning 0.17% of their portfolio OVERLAND PARK, KS 467,125467.1k $198.3m $198.3m 0.17% Added +4.5k +4,497
53 REGIONS FINANCIAL CORP 1.37% of their portfolio BIRMINGHAM, AL 467,049467.0k $198.3m $198.3m 1.37% Reduced -4.4k -4,393
54 Cresset Asset Management, LLC 0.99% of their portfolio Chicago, IL 463,128463.1k $196.6m $196.6m 0.99% Reduced -54.7k -54,721
55 COMMERCE BANK 1.14% of their portfolio KANSAS CITY, MO 456,075456.1k $193.6m $193.6m 1.14% Added +3.9k +3,861
56 JONES FINANCIAL COMPANIES LLLP 0.14% of their portfolio DES PERES, MO 436,446436.4k $184.1m $184.1m 0.14% Added +65.1k +65,125
57 Stairway Partners, LLC 10.31% of their portfolio MINNEAPOLIS, MN 428,014428.0k $181.7m $181.7m 10.31% Added +36.9k +36,922
58 IEQ CAPITAL, LLC 1.11% of their portfolio Foster City, CA 427,907427.9k $181.7m $181.7m 1.11% Reduced -1.1k -1,071
59 STALEY CAPITAL ADVISERS INC 7.66% of their portfolio PITTSBURGH, PA 424,156424.2k $180.1m $180.1m 7.66% Added +556 +556
60 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.29% of their portfolio PLYMOUTH, MN 405,606405.6k $173.7m $173.7m 0.29% Reduced -5.1k -5,127
61 MAI Capital Management 1.18% of their portfolio INDEPENDENCE, OH 398,651398.7k $169.3m $169.3m 1.18% Reduced -21.9k -21,878
62 FIFTH THIRD BANCORP 0.58% of their portfolio CINCINNATI, OH 396,411396.4k $168.3m $168.3m 0.58% Reduced -13.2k -13,178
63 Johnson Financial Group, Inc. 7.49% of their portfolio RACINE, WI 392,067392.1k $166.5m $166.5m 7.49% Added +20.0k +19,987
64 MERCER GLOBAL ADVISORS INC /ADV 0.36% of their portfolio DENVER, CO 375,463375.5k $159.4m $159.4m 0.36% Reduced -15.0k -14,981
65 D.A. DAVIDSON & CO. 1.09% of their portfolio GREAT FALLS, MT 362,956363.0k $154.1m $154.1m 1.09% Added +1.1k +1,080
66 J.Safra Asset Management Corp 10.54% of their portfolio NEW YORK, NY 356,574356.6k $151.4m $151.4m 10.54% Added +16.5k +16,458
67 OAKWORTH CAPITAL, INC. 9.71% of their portfolio BIRMINGHAM, AL 354,660354.7k $150.6m $150.6m 9.71% Added +1.4k +1,442
68 Cullen/Frost Bankers, Inc. 1.89% of their portfolio San Antonio, TX 354,183354.2k $150.4m $150.4m 1.89% Reduced -12.0k -12,007
69 SILVERCREST ASSET MANAGEMENT GROUP LLC 1.00% of their portfolio NEW YORK, NY 349,293349.3k $148.3m $148.3m 1.00% Added +10.6k +10,647
70 Pathstone Holdings, LLC 0.46% of their portfolio ENGLEWOOD, NJ 321,419321.4k $116.8m $116.8m 0.46% Added +39.1k +39,137
71 BANK OF MONTREAL /CAN/ 0.07% of their portfolio TORONTO, A6 305,750305.8k $129.8m $129.8m 0.07% Reduced -5.0k -4,992
72 AVANTAX ADVISORY SERVICES, INC. 0.71% of their portfolio DALLAS, TX 305,748305.7k $129.8m $129.8m 0.71% Added +10.2k +10,160
73 Lido Advisors, LLC 0.65% of their portfolio Los Angeles, CA 290,695290.7k $123.4m $123.4m 0.65% Added +82.3k +82,290
74 Confluence Wealth Services, Inc. 6.51% of their portfolio MCMURRAY, PA 281,103281.1k $119.4m $119.4m 6.51% Added +10.6k +10,629
75 Private Advisor Group, LLC 0.63% of their portfolio MORRISTOWN, NJ 275,165275.2k $116.8m $116.8m 0.63% Added +375 +375
76 NATIXIS ADVISORS, LLC 0.18% of their portfolio Boston, MA 273,670273.7k $116.2m $116.2m 0.18% Reduced -306.1k -306,084
77 MONETA GROUP INVESTMENT ADVISORS LLC 1.37% of their portfolio ST LOUIS, MO 270,073270.1k $114.7m $114.7m 1.37% Added +4.1k +4,077
78 Modera Wealth Management, LLC 1.41% of their portfolio WESTWOOD, NJ 268,453268.5k $114.0m $114.0m 1.41% Added +1.9k +1,910
79 Orion Porfolio Solutions, LLC 0.93% of their portfolio OMAHA, NE 255,867255.9k $108.6m $108.6m 0.93% Reduced -20.1k -20,110
80 SIMON QUICK ADVISORS, LLC 5.48% of their portfolio MORRISTOWN, NJ 254,851254.9k $108.2m $108.2m 5.48% Added +6.0k +6,035
81 Qalhat Capital Ltd 15.15% of their portfolio ST HELIER, Y9 250,930250.9k $106.5m $106.5m 15.15% Added +23.8k +23,764
82 BLAIR WILLIAM & CO/IL 0.29% of their portfolio CHICAGO, IL 249,093249.1k $105.8m $105.8m 0.29% Added +28.5k +28,470
83 STEPHENS INC /AR/ 1.44% of their portfolio LITTLE ROCK, AR 246,602246.6k $104.8m $104.8m 1.44% Added +3.1k +3,145
84 Steward Partners Investment Advisory, LLC 0.78% of their portfolio STAMFORD, CT 235,596235.6k $100.0m $100.0m 0.78% Added +3.1k +3,132
85 BANK OF NOVA SCOTIA 0.20% of their portfolio TORONTO, A6 229,000229.0k $97.2m $97.2m 0.20% Unchanged
86 HSBC HOLDINGS PLC 0.06% of their portfolio LONDON, X0 228,169228.2k $96.9m $96.9m 0.06% Reduced -1.6k -1,609
87 POLEN CAPITAL MANAGEMENT LLC 0.29% of their portfolio Boca Raton, FL 225,609225.6k $95.8m $95.8m 0.29% Reduced -159.9k -159,913
88 Kensington Asset Management, LLC 7.21% of their portfolio AUSTIN, TX 224,830224.8k $95.5m $95.5m 7.21% New
89 BROWN ADVISORY INC 0.12% of their portfolio BALTIMORE, MD 221,168221.2k $93.9m $93.9m 0.12% Reduced -120.1k -120,101
90 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 218,309218.3k $92.7m $92.7m 0.03% Added +11.6k +11,609
91 Wealthspire Advisors, LLC 0.52% of their portfolio NEW YORK, NY 218,300218.3k $92.7m $92.7m 0.52% Reduced -1.9k -1,938
92 Covenant Partners, LLC 27.62% of their portfolio Nashville, TN 217,944217.9k $92.5m $92.5m 27.62% Added +2.8k +2,841
93 KEYBANK NATIONAL ASSOCIATION/OH 0.34% of their portfolio BROOKLYN, OH 217,498217.5k $92.3m $92.3m 0.34% Reduced -13.7k -13,693
94 Beacon Pointe Advisors, LLC 0.96% of their portfolio NEWPORT BEACH, CA 216,816216.8k $92.1m $92.1m 0.96% Added +2.2k +2,182
95 BRIDGES INVESTMENT MANAGEMENT INC 1.18% of their portfolio OMAHA, NE 205,988206.0k $87.5m $87.5m 1.18% Reduced -7.8k -7,843
96 First Business Financial Services, Inc. 7.86% of their portfolio MADISON, WI 205,395205.4k $87.2m $87.2m 7.86% Reduced -339 -339
97 Cedar Mountain Advisors, LLC 17.97% of their portfolio LAKE OSWEGO, OR 203,692203.7k $86.5m $86.5m 17.97% Added +80 +80
98 STEPHENS GROUP ASSET MANAGEMENT, LLC 6.04% of their portfolio LITTLE ROCK, AR 197,650197.7k $83.9m $83.9m 6.04% Added +12.9k +12,924
99 Cambridge Investment Research Advisors, Inc. 0.25% of their portfolio FAIRFIELD, IA 194,548194.5k $82.6m $82.6m 0.25% Added +49.7k +49,654
100 Baker Avenue Asset Management, LP 2.35% of their portfolio SAN FRANCISCO, CA 194,267194.3k $82.5m $82.5m 2.35% Reduced -232 -232