Vault-13

ISHARES TR IWF

RUS 1000 GRW ETF · ETP · CUSIP 464287614

2,356 institutional holders +55 vs Q2 2025
201,843,027201.8m shares reported held*
$94.5bnreported value*
125 new 665 added 887 reduced 62 sold out net bought ≈ $1.7bn (+3.6m 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 ($119.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $468.31. Options: 4 managers hold calls ($245.6m notional), 9 hold puts ($133.8m).

Trends to Q3 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: 2,301Q3 25: 2,3562,356Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 20252,356

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ4 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 25Q2 25: 861 bought or addedQ2 25: 916 cut or sold outQ3 25: 790 bought or addedQ3 25: 949 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023777712
Q1 2024689893
Q2 2024747842
Q3 2024714885
Q4 2024818836
Q1 20257191,083
Q2 2025861916
Q3 2025790949

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ4 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 0.25Q3 25 calls: $245.6mQ3 25 puts: $133.8mQ3 25P/C 0.54
Numbers
QuarterCallsPutsP/C
Q4 2024$158.4m$51.6m0.33
Q1 2025$125.1m$30.3m0.24
Q2 2025$201.2m$50.5m0.25
Q3 2025$245.6m$133.8m0.54

Biggest buyers

JPMORGAN CHASE & CO Added +7,634,973+7.6m
PRICE T ROWE ASSOCIATES INC /MD/ Added +779,180+779.2k
Focus Partners Wealth Added +568,001+568.0k
NORTHERN TRUST CORP Added +409,416+409.4k
Cetera Investment Advisers Added +285,879+285.9k
LPL Financial LLC Added +202,269+202.3k
AMERICAN CENTURY COMPANIES INC Added +177,087+177.1k
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC New +169,122+169.1k
Nuveen, LLC Added +153,382+153.4k
Sanctuary Advisors, LLC Added +150,568+150.6k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -2,280,153-2.3m
BANK OF AMERICA CORP /DE/ Reduced -1,639,970-1.6m
ROYAL BANK OF CANADA Reduced -1,607,463-1.6m
Rockefeller Capital Management L.P. Reduced -840,628-840.6k
TWO SIGMA INVESTMENTS, LP Reduced -527,243-527.2k
MORGAN STANLEY Reduced -317,929-317.9k
STIFEL FINANCIAL CORP Reduced -139,379-139.4k
UBS Group AG Reduced -128,234-128.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -114,249-114.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -103,594-103.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $140.8m300.5k shares
CITADEL ADVISORS LLC Reduced $71.4m152.5k shares
JANE STREET GROUP, LLC Reduced $23.8m50.9k shares
WOLVERINE TRADING, LLC Added $9.6m20.5k shares

Biggest puts

CITADEL ADVISORS LLC Added $62.3m133.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $50.9m108.7k shares
JANE STREET GROUP, LLC Added $16.7m35.6k shares
WOLVERINE TRADING, LLC Reduced $2.0m4.3k shares
Walleye Trading LLC Reduced $983.7k2.1k shares
BANK OF AMERICA CORP /DE/ Added $562.1k1.2k shares
Lido Advisors, LLC Unchanged $187.4k400 shares
UBS Group AG Added $140.5k300 shares
Private Advisor Group, LLC Unchanged $1.6k600 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.97% of their portfolio CHARLOTTE, NC 27,579,07427.6m $12.9bn $12.9bn 0.97% Reduced -1.6m -1,639,970
2 MORGAN STANLEY 0.77% of their portfolio NEW YORK, NY 27,048,28527.0m $12.7bn $12.7bn 0.77% Reduced -317.9k -317,929
3 JPMORGAN CHASE & CO 0.22% of their portfolio NEW YORK, NY 14,851,31614.9m $7.0bn $7.0bn 0.22% Added +7.6m +7,634,973
4 FMR LLC 0.21% of their portfolio BOSTON, MA 8,786,3548.8m $4.1bn $4.1bn 0.21% Reduced -5.7k -5,740
5 GOLDMAN SACHS GROUP INC 0.49% of their portfolio NEW YORK, NY 7,300,0317.3m $3.4bn $3.4bn 0.49% Reduced -2.3m -2,280,153
6 UBS Group AG 0.54% of their portfolio ZURICH, V8 5,890,2355.9m $2.8bn $2.8bn 0.54% Reduced -128.2k -128,234
7 NORTHERN TRUST CORP 0.33% of their portfolio CHICAGO, IL 5,458,8725.5m $2.6bn $2.6bn 0.33% Added +409.4k +409,416
8 ENVESTNET ASSET MANAGEMENT INC 0.70% of their portfolio Berwyn, PA 5,171,1415.2m $2.4bn $2.4bn 0.70% Reduced -114.2k -114,249
9 WELLS FARGO & COMPANY/MN 0.42% of their portfolio SAN FRANCISCO, CA 4,343,0064.3m $2.0bn $2.0bn 0.42% Added +33.8k +33,772
10 LPL Financial LLC 0.50% of their portfolio FORT MILL, SC 3,691,6843.7m $1.7bn $1.7bn 0.50% Added +202.3k +202,269
11 RAYMOND JAMES FINANCIAL INC 0.51% of their portfolio ST. PETERSBURG, FL 3,383,3143.4m $1.6bn $1.6bn 0.51% Reduced -1.9k -1,850
12 PNC Financial Services Group, Inc. 0.88% of their portfolio Pittsburgh, PA 3,110,4903.1m $1.5bn $1.5bn 0.88% Reduced -2.3k -2,340
13 Baird Financial Group, Inc. 2.08% of their portfolio MILWAUKEE, WI 2,761,2052.8m $1.3bn $1.3bn 2.08% Added +31.4k +31,427
14 M&T Bank Corp 3.98% of their portfolio BUFFALO, NY 2,529,8092.5m $1.2bn $1.2bn 3.98% Reduced -31.0k -30,967
15 TRUIST FINANCIAL CORP 1.32% of their portfolio CHARLOTTE, NC 2,085,0342.1m $976.7m $976.7m 1.32% Reduced -20.6k -20,551
16 COMMONWEALTH EQUITY SERVICES, LLC 1.21% of their portfolio WALTHAM, MA 2,001,1102.0m $937.3m $937.3m 1.21% Reduced -103.6k -103,594
17 TIAA TRUST, NATIONAL ASSOCIATION 2.15% of their portfolio CHARLOTTE, NC 1,895,3641.9m $885.7m $885.7m 2.15% Reduced -85.5k -85,527
18 SIGNATUREFD, LLC 13.23% of their portfolio ATLANTA, GA 1,790,2561.8m $838.6m $838.6m 13.23% Reduced -9.7k -9,668
19 ROYAL BANK OF CANADA 0.15% of their portfolio TORONTO, A6 1,742,3411.7m $816.1m $816.1m 0.15% Reduced -1.6m -1,607,463
20 Cetera Investment Advisers 0.85% of their portfolio SCHAUMBURG, IL 1,559,2451.6m $730.4m $730.4m 0.85% Added +285.9k +285,879
21 AMERIPRISE FINANCIAL INC 0.15% of their portfolio MINNEAPOLIS, MN 1,423,8161.4m $666.9m $666.9m 0.15% Reduced -76.0k -76,009
22 Focus Partners Wealth 1.00% of their portfolio ST LOUIS, MO 1,324,8701.3m $620.7m $620.7m 1.00% Added +568.0k +568,001
23 HighTower Advisors, LLC 0.69% of their portfolio CHICAGO, IL 1,290,4941.3m $604.5m $604.5m 0.69% Added +120.1k +120,069
24 Circle Wealth Management, LLC 11.73% of their portfolio SUMMIT, NJ 1,287,2231.3m $602.9m $602.9m 11.73% Unchanged
25 Bank of New York Mellon Corp 0.10% of their portfolio NEW YORK, NY 1,225,8551.2m $574.2m $574.2m 0.10% Added +12.3k +12,342
26 SYNOVUS FINANCIAL CORP 6.51% of their portfolio Columbus, GA 1,214,0721.2m $568.7m $568.7m 6.51% Reduced -461 -461
27 BlackRock, Inc. 0.01% of their portfolio New York, NY 1,178,8381.2m $552.2m $552.2m 0.01% Added +122.8k +122,791
28 Nuveen, LLC 0.14% of their portfolio CHARLOTTE, NC 1,162,9121.2m $544.7m $544.7m 0.14% Added +153.4k +153,382
29 STIFEL FINANCIAL CORP 0.48% of their portfolio ST. LOUIS, MO 1,123,3481.1m $526.2m $526.2m 0.48% Reduced -139.4k -139,379
30 CIBC Private Wealth Group LLC 0.76% of their portfolio ATLANTA, GA 942,196942.2k $441.3m $441.3m 0.76% Added +134.7k +134,695
31 US BANCORP \DE\ 0.52% of their portfolio MINNEAPOLIS, MN 941,199941.2k $440.9m $440.9m 0.52% Reduced -96.9k -96,855
32 GLOBALT Investments LLC / GA 15.63% of their portfolio Atlanta, GA 913,582913.6k $427.9m $427.9m 15.63% Reduced -24.4k -24,360
33 Rockefeller Capital Management L.P. 0.81% of their portfolio NEW YORK, NY 888,976889.0k $416.4m $416.4m 0.81% Reduced -840.6k -840,628
34 Cerity Partners LLC 0.61% of their portfolio NEW YORK, NY 798,380798.4k $374.0m $374.0m 0.61% Reduced -86.5k -86,480
35 PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio BALTIMORE, MD 798,020798.0k $373.8m $373.8m 0.04% Added +779.2k +779,180
36 OSAIC HOLDINGS, INC. 0.49% of their portfolio SCOTTSDALE, AZ 769,361769.4k $350.8m $350.8m 0.49% Added +43.1k +43,071
37 Janney Montgomery Scott LLC 0.85% of their portfolio PHILADELPHIA, PA 763,352763.4k $357.6m $357.6m 0.85% Reduced -11.8k -11,784
38 PRUDENTIAL FINANCIAL INC 0.42% of their portfolio NEWARK, NJ 755,857755.9k $354.1m $354.1m 0.42% Added +86.0k +86,030
39 Corient Private Wealth LP 0.53% of their portfolio MIAMI, FL 713,855713.9k $334.4m $334.4m 0.53% Added +21.6k +21,579
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.21% of their portfolio MILWAUKEE, WI 680,581680.6k $318.8m $318.8m 0.21% Added +7.0k +6,988
41 CHOREO, LLC 3.91% of their portfolio ROCKFORD, IL 640,805640.8k $300.2m $300.2m 3.91% Reduced -17.5k -17,472
42 NorthCoast Asset Management LLC 1.14% of their portfolio STAMFORD, CT 623,541623.5k $292.1m $292.1m 1.14% Reduced -6.1k -6,119
43 COMERICA BANK 1.08% of their portfolio DALLAS, TX 614,880614.9k $288.0m $288.0m 1.08% Reduced -36.0k -36,008
44 CITIGROUP INC 0.20% of their portfolio NEW YORK, NY 603,273603.3k $282.6m $282.6m 0.20% Reduced -62.6k -62,566
45 TWO SIGMA INVESTMENTS, LP 0.42% of their portfolio NEW YORK, NY 586,857586.9k $274.9m $274.9m 0.42% Reduced -527.2k -527,243
46 Waldron Private Wealth LLC 11.06% of their portfolio BRIDGEVILLE, PA 582,748582.7k $273.0m $273.0m 11.06% Reduced -10.3k -10,323
47 Mariner, LLC 0.35% of their portfolio Overland Park, KS 578,768578.8k $271.1m $271.1m 0.35% Reduced -673 -673
48 1ST SOURCE BANK 14.03% of their portfolio SOUTH BEND, IN 568,098568.1k $266.1m $266.1m 14.03% Added +4.5k +4,486
49 Clearstead Advisors, LLC 3.77% of their portfolio CLEVELAND, OH 552,966553.0k $259.0m $259.0m 3.77% Reduced -5.5k -5,450
50 MML INVESTORS SERVICES, LLC 0.64% of their portfolio SPRINGFIELD, MA 511,865511.9k $239.8m $239.8m 0.64% Added +12.3k +12,266
51 JONES FINANCIAL COMPANIES LLLP 0.15% of their portfolio DES PERES, MO 480,061480.1k $223.2m $223.2m 0.15% Added +43.6k +43,615
52 Cresset Asset Management, LLC 0.99% of their portfolio Chicago, IL 479,445479.4k $224.6m $224.6m 0.99% Added +16.3k +16,317
53 CAPTRUST FINANCIAL ADVISORS 0.45% of their portfolio RALEIGH, NC 466,706466.7k $218.6m $218.6m 0.45% Reduced -9.5k -9,455
54 COMMERCE BANK 1.20% of their portfolio KANSAS CITY, MO 462,049462.0k $216.4m $216.4m 1.20% Added +6.0k +5,974
55 Creative Planning 0.17% of their portfolio OVERLAND PARK, KS 461,381461.4k $216.1m $216.1m 0.17% Reduced -5.7k -5,744
56 IEQ CAPITAL, LLC 0.65% of their portfolio Foster City, CA 456,239456.2k $213.7m $213.7m 0.65% Added +28.3k +28,332
57 REGIONS FINANCIAL CORP 0.69% of their portfolio BIRMINGHAM, AL 455,138455.1k $213.2m $213.2m 0.69% Reduced -11.9k -11,911
58 MERCER GLOBAL ADVISORS INC /ADV 0.34% of their portfolio DENVER, CO 438,658438.7k $205.5m $205.5m 0.34% Added +63.2k +63,195
59 Johnson Financial Group, Inc. 7.53% of their portfolio RACINE, WI 428,413428.4k $200.7m $200.7m 7.53% Added +36.3k +36,346
60 Stairway Partners, LLC 10.54% of their portfolio MINNEAPOLIS, MN 423,606423.6k $198.4m $198.4m 10.54% Reduced -4.4k -4,408
61 STALEY CAPITAL ADVISERS INC 7.91% of their portfolio PITTSBURGH, PA 411,218411.2k $192.6m $192.6m 7.91% Reduced -12.9k -12,938
62 MAI Capital Management 1.17% of their portfolio INDEPENDENCE, OH 400,448400.4k $187.6m $187.6m 1.17% Added +1.8k +1,797
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.28% of their portfolio PLYMOUTH, MN 396,994397.0k $186.7m $186.7m 0.28% Reduced -8.6k -8,612
64 FIFTH THIRD BANCORP 0.59% of their portfolio CINCINNATI, OH 390,671390.7k $183.0m $183.0m 0.59% Reduced -5.7k -5,740
65 Lido Advisors, LLC 0.72% of their portfolio Los Angeles, CA 376,589376.6k $176.4m $176.4m 0.72% Added +85.9k +85,894
66 J.Safra Asset Management Corp 10.44% of their portfolio NEW YORK, NY 366,955367.0k $171.9m $171.9m 10.44% Added +10.4k +10,381
67 D.A. DAVIDSON & CO. 1.09% of their portfolio GREAT FALLS, MT 362,459362.5k $169.8m $169.8m 1.09% Reduced -497 -497
68 OAKWORTH CAPITAL, INC. 9.67% of their portfolio BIRMINGHAM, AL 357,083357.1k $167.3m $167.3m 9.67% Added +2.4k +2,423
69 Cullen/Frost Bankers, Inc. 1.90% of their portfolio San Antonio, TX 348,828348.8k $163.4m $163.4m 1.90% Reduced -5.4k -5,355
70 BANK OF MONTREAL /CAN/ 0.07% of their portfolio TORONTO, A6 346,628346.6k $162.4m $162.4m 0.07% Added +40.9k +40,878
71 Steward Partners Investment Advisory, LLC 0.93% of their portfolio STAMFORD, CT 345,275345.3k $161.7m $161.7m 0.93% Added +109.7k +109,679
72 SILVERCREST ASSET MANAGEMENT GROUP LLC 1.05% of their portfolio NEW YORK, NY 338,966339.0k $158.8m $158.8m 1.05% Reduced -10.3k -10,327
73 Beacon Pointe Advisors, LLC 1.25% of their portfolio NEWPORT BEACH, CA 314,401314.4k $147.3m $147.3m 1.25% Added +97.6k +97,585
74 BROWN ADVISORY INC 0.19% of their portfolio BALTIMORE, MD 308,232308.2k $144.4m $144.4m 0.19% Added +87.1k +87,064
75 Confluence Wealth Services, Inc. 6.73% of their portfolio MCMURRAY, PA 291,459291.5k $136.5m $136.5m 6.73% Added +10.4k +10,356
76 Sanctuary Advisors, LLC 0.37% of their portfolio INDIANAPOLIS, IN 288,860288.9k $121.8m $121.8m 0.37% Added +150.6k +150,568
77 ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio NASHVILLE, TN 285,555285.6k $133.8m $133.8m 0.04% Added +67.2k +67,246
78 Modera Wealth Management, LLC 1.49% of their portfolio WESTWOOD, NJ 274,325274.3k $128.5m $128.5m 1.49% Added +5.9k +5,872
79 Private Advisor Group, LLC 0.63% of their portfolio MORRISTOWN, NJ 272,940272.9k $127.8m $127.8m 0.63% Reduced -2.2k -2,225
80 Pathstone Holdings, LLC 0.48% of their portfolio ENGLEWOOD, NJ 270,668270.7k $126.8m $126.8m 0.48% Reduced -50.8k -50,751
81 Qalhat Capital Ltd 100.00% of their portfolio ST HELIER, Y9 265,463265.5k $124.3m $124.3m 100.00% Added +14.5k +14,533
82 MONETA GROUP INVESTMENT ADVISORS LLC 0.98% of their portfolio ST LOUIS, MO 262,935262.9k $123.2m $123.2m 0.98% Reduced -7.1k -7,138
83 SIMON QUICK ADVISORS, LLC 5.41% of their portfolio MORRISTOWN, NJ 255,276255.3k $119.6m $119.6m 5.41% Added +425 +425
84 Cynosure Group, LLC 6.51% of their portfolio Salt Lake City, UT 254,708254.7k $119.3m $119.3m 6.51% Added +124.5k +124,500
85 STEPHENS INC /AR/ 1.52% of their portfolio LITTLE ROCK, AR 254,613254.6k $119.3m $119.3m 1.52% Added +8.0k +8,011
86 AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio KANSAS CITY, MO 254,376254.4k $119.2m $119.2m 0.06% Added +177.1k +177,087
87 Orion Porfolio Solutions, LLC 0.92% of their portfolio OMAHA, NE 252,292252.3k $118.2m $118.2m 0.92% Reduced -3.6k -3,575
88 BLAIR WILLIAM & CO/IL 0.31% of their portfolio CHICAGO, IL 250,798250.8k $117.5m $117.5m 0.31% Added +1.7k +1,705
89 BANK OF NOVA SCOTIA 0.19% of their portfolio TORONTO, A6 229,000229.0k $107.3m $107.3m 0.19% Unchanged
90 POLEN CAPITAL MANAGEMENT LLC 0.35% of their portfolio Boca Raton, FL 227,851227.9k $106.7m $106.7m 0.35% Added +2.2k +2,242
91 Kensington Asset Management, LLC 6.31% of their portfolio AUSTIN, TX 224,830224.8k $105.3m $105.3m 6.31% Unchanged
92 Covenant Partners, LLC 29.42% of their portfolio Nashville, TN 221,527221.5k $103.8m $103.8m 29.42% Added +3.6k +3,583
93 KEYBANK NATIONAL ASSOCIATION/OH 0.35% of their portfolio BROOKLYN, OH 212,723212.7k $99.6m $99.6m 0.35% Reduced -4.8k -4,775
94 NATIXIS ADVISORS, LLC 0.14% of their portfolio Boston, MA 211,094211.1k $98.9m $98.9m 0.14% Reduced -62.6k -62,576
95 Wealthspire Advisors, LLC 0.51% of their portfolio NEW YORK, NY 207,896207.9k $97.4m $97.4m 0.51% Reduced -10.4k -10,404
96 BTG Pactual Asset Management US LLC 10.30% of their portfolio NEW YORK, NY 205,824205.8k $87.4m $87.4m 10.30% Added +35.0k +34,975
97 HSBC HOLDINGS PLC 0.06% of their portfolio LONDON, X0 205,195205.2k $96.1m $96.1m 0.06% Reduced -23.0k -22,974
98 Cambridge Investment Research Advisors, Inc. 0.26% of their portfolio FAIRFIELD, IA 203,358203.4k $95.3m $95.3m 0.26% Added +8.8k +8,810
99 Thrivent Financial for Lutherans 0.18% of their portfolio Minneapolis, MN 200,382200.4k $93.9m $93.9m 0.18% Added +66.1k +66,121
100 Cedar Mountain Advisors, LLC 17.83% of their portfolio LAKE OSWEGO, OR 195,500195.5k $91.6m $91.6m 17.83% Reduced -8.2k -8,192