Vault-13

ISHARES TR IWF

RUS 1000 GRW ETF · ETP · CUSIP 464287614

2,528 institutional holders +172 vs Q3 2025
200,974,388201.0m shares reported held*
$94.8bnreported value*
106 new 752 added 886 reduced 77 sold out net sold ≈ $1.8bn (-3.7m 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 ($190.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $471.86. Options: 4 managers hold calls ($213.6m notional), 7 hold puts ($91.1m).

Trends to Q4 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: 2,356Q4 25: 2,5282,528Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 20252,528

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ1 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 25Q3 25: 790 bought or addedQ3 25: 949 cut or sold outQ4 25: 858 bought or addedQ4 25: 963 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024689893
Q2 2024747842
Q3 2024714885
Q4 2024818836
Q1 20257191,083
Q2 2025861916
Q3 2025790949
Q4 2025858963

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ1 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 0.54Q4 25 calls: $213.6mQ4 25 puts: $91.1mQ4 25P/C 0.43
Numbers
QuarterCallsPutsP/C
Q1 2025$125.1m$30.3m0.24
Q2 2025$201.2m$50.5m0.25
Q3 2025$245.6m$133.8m0.54
Q4 2025$213.6m$91.1m0.43

Biggest buyers

Corient Private Wealth LP Added +804,988+805.0k
Dynasty Wealth Management, LLC Added +622,083+622.1k
MORGAN STANLEY Added +587,889+587.9k
Focus Partners Wealth Added +583,623+583.6k
POLEN CAPITAL MANAGEMENT LLC Added +548,235+548.2k
WELLS FARGO & COMPANY/MN Added +479,170+479.2k
BANK OF AMERICA CORP /DE/ Added +442,714+442.7k
Hackensack Meridian Health, Inc. New +337,000+337.0k
ROYAL BANK OF CANADA Added +282,106+282.1k
CIBC Private Wealth Group LLC Added +248,499+248.5k

Biggest sellers

JPMORGAN CHASE & CO Reduced -7,354,815-7.4m
UBS Group AG Reduced -994,986-995.0k
NorthCoast Asset Management LLC Reduced -617,667-617.7k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -479,180-479.2k
FMR LLC Reduced -366,431-366.4k
PRUDENTIAL FINANCIAL INC Reduced -286,029-286.0k
Qalhat Capital Ltd Sold out -265,463-265.5k
GOLDMAN SACHS GROUP INC Reduced -251,733-251.7k
Nuveen, LLC Reduced -240,815-240.8k
BlackRock, Inc. Reduced -192,964-193.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $124.2m262.4k shares
CITADEL ADVISORS LLC Reduced $51.0m107.7k shares
JANE STREET GROUP, LLC Added $38.3m80.9k shares
Walleye Trading LLC New $189.3k400 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $50.3m106.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $13.6m28.7k shares
Aptus Capital Advisors, LLC New $13.4m28.3k shares
JANE STREET GROUP, LLC Reduced $11.6m24.5k shares
WELLS FARGO & COMPANY/MN New $2.0m4.2k shares
Lido Advisors, LLC Unchanged $189.3k400 shares
UBS Group AG Reduced $94.7k200 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.96% of their portfolio CHARLOTTE, NC 28,021,78828.0m $13.3bn $13.3bn 0.96% Added +442.7k +442,714
2 MORGAN STANLEY 0.78% of their portfolio NEW YORK, NY 27,636,17427.6m $13.1bn $13.1bn 0.78% Added +587.9k +587,889
3 FMR LLC 0.20% of their portfolio BOSTON, MA 8,419,9238.4m $4.0bn $4.0bn 0.20% Reduced -366.4k -366,431
4 JPMORGAN CHASE & CO 0.24% of their portfolio NEW YORK, NY 7,496,5017.5m $3.5bn $3.5bn 0.24% Reduced -7.4m -7,354,815
5 GOLDMAN SACHS GROUP INC 0.47% of their portfolio NEW YORK, NY 7,048,2987.0m $3.3bn $3.3bn 0.47% Reduced -251.7k -251,733
6 NORTHERN TRUST CORP 0.34% of their portfolio CHICAGO, IL 5,560,4175.6m $2.6bn $2.6bn 0.34% Added +101.5k +101,545
7 ENVESTNET ASSET MANAGEMENT INC 0.74% of their portfolio Berwyn, PA 5,266,9165.3m $2.5bn $2.5bn 0.74% Added +95.8k +95,775
8 UBS Group AG 0.46% of their portfolio ZURICH, V8 4,895,2494.9m $2.3bn $2.3bn 0.46% Reduced -995.0k -994,986
9 WELLS FARGO & COMPANY/MN 0.45% of their portfolio SAN FRANCISCO, CA 4,822,1764.8m $2.3bn $2.3bn 0.45% Added +479.2k +479,170
10 LPL Financial LLC 0.49% of their portfolio FORT MILL, SC 3,755,6593.8m $1.8bn $1.8bn 0.49% Added +64.0k +63,975
11 RAYMOND JAMES FINANCIAL INC 0.51% of their portfolio ST. PETERSBURG, FL 3,470,0273.5m $1.6bn $1.6bn 0.51% Added +86.7k +86,713
12 PNC Financial Services Group, Inc. 0.79% of their portfolio Pittsburgh, PA 3,064,8923.1m $1.5bn $1.5bn 0.79% Reduced -45.6k -45,598
13 Baird Financial Group, Inc. 2.00% of their portfolio MILWAUKEE, WI 2,717,1372.7m $1.3bn $1.3bn 2.00% Reduced -44.1k -44,068
14 M&T Bank Corp 3.84% of their portfolio BUFFALO, NY 2,525,7522.5m $1.2bn $1.2bn 3.84% Reduced -4.1k -4,057
15 TRUIST FINANCIAL CORP 1.32% of their portfolio CHARLOTTE, NC 2,088,9992.1m $988.7m $988.7m 1.32% Added +4.0k +3,965
16 ROYAL BANK OF CANADA 0.17% of their portfolio TORONTO, A6 2,024,4472.0m $958.2m $958.2m 0.17% Added +282.1k +282,106
17 Focus Partners Wealth 1.03% of their portfolio ST LOUIS, MO 1,908,4931.9m $903.2m $903.2m 1.03% Added +583.6k +583,623
18 TIAA TRUST, NATIONAL ASSOCIATION 2.11% of their portfolio CHARLOTTE, NC 1,852,1981.9m $880.6m $880.6m 2.11% Reduced -43.2k -43,166
19 COMMONWEALTH EQUITY SERVICES, LLC 1.15% of their portfolio WALTHAM, MA 1,816,1521.8m $859.6m $859.6m 1.15% Reduced -185.0k -184,958
20 SIGNATUREFD, LLC 12.89% of their portfolio ATLANTA, GA 1,782,8901.8m $843.8m $843.8m 12.89% Reduced -7.4k -7,366
21 Cetera Investment Advisers 0.81% of their portfolio SCHAUMBURG, IL 1,563,0611.6m $739.8m $739.8m 0.81% Added +3.8k +3,816
22 Corient Private Wealth LP 0.45% of their portfolio MIAMI, FL 1,518,8431.5m $669.9m $669.9m 0.45% Added +805.0k +804,988
23 AMERIPRISE FINANCIAL INC 0.16% of their portfolio MINNEAPOLIS, MN 1,473,3991.5m $697.3m $697.3m 0.16% Added +49.6k +49,583
24 Pinnacle Financial Partners, Inc. 4.93% of their portfolio ATLANTA, GA 1,378,7221.4m $652.6m $652.6m 4.93% First filing
25 Circle Wealth Management, LLC 9.94% of their portfolio SUMMIT, NJ 1,363,4731.4m $645.3m $645.3m 9.94% Added +76.2k +76,250
26 STIFEL FINANCIAL CORP 0.55% of their portfolio ST. LOUIS, MO 1,284,1861.3m $607.8m $607.8m 0.55% Added +160.8k +160,838
27 HighTower Advisors, LLC 0.66% of their portfolio CHICAGO, IL 1,282,5931.3m $607.1m $607.1m 0.66% Reduced -7.9k -7,901
28 Bank of New York Mellon Corp 0.11% of their portfolio NEW YORK, NY 1,279,7681.3m $605.7m $605.7m 0.11% Added +53.9k +53,913
29 CIBC Private Wealth Group LLC 0.95% of their portfolio ATLANTA, GA 1,190,6951.2m $563.6m $563.6m 0.95% Added +248.5k +248,499
30 Rockefeller Capital Management L.P. 0.92% of their portfolio NEW YORK, NY 1,073,7141.1m $508.2m $508.2m 0.92% Added +184.7k +184,738
31 BlackRock, Inc. 0.01% of their portfolio New York, NY 985,874985.9k $466.6m $466.6m 0.01% Reduced -193.0k -192,964
32 US BANCORP \DE\ 0.54% of their portfolio MINNEAPOLIS, MN 978,071978.1k $462.9m $462.9m 0.54% Added +36.9k +36,872
33 Cerity Partners LLC 0.67% of their portfolio NEW YORK, NY 964,215964.2k $456.4m $456.4m 0.67% Added +165.8k +165,835
34 Nuveen, LLC 0.11% of their portfolio CHARLOTTE, NC 922,097922.1k $436.4m $436.4m 0.11% Reduced -240.8k -240,815
35 GLOBALT Investments LLC / GA 15.66% of their portfolio Atlanta, GA 906,369906.4k $429.0m $429.0m 15.66% Reduced -7.2k -7,213
36 TWO SIGMA INVESTMENTS, LP 0.57% of their portfolio NEW YORK, NY 813,789813.8k $385.2m $385.2m 0.57% Added +226.9k +226,932
37 71 West Capital Partners 17.71% of their portfolio BOSTON, MA 813,755813.8k $385.2m $385.2m 17.71% First filing
38 OpenArc Corporate Advisory, LLC 6.23% of their portfolio ATLANTA, GA 796,030796.0k $376.8m $376.8m 6.23% First filing
39 Janney Montgomery Scott LLC 0.84% of their portfolio PHILADELPHIA, PA 778,101778.1k $368.3m $368.3m 0.84% Added +14.7k +14,749
40 POLEN CAPITAL MANAGEMENT LLC 1.57% of their portfolio Boca Raton, FL 776,086776.1k $367.3m $367.3m 1.57% Added +548.2k +548,235
41 OSAIC HOLDINGS, INC. 0.52% of their portfolio SCOTTSDALE, AZ 757,177757.2k $358.4m $358.4m 0.52% Reduced -12.2k -12,184
42 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.20% of their portfolio MILWAUKEE, WI 666,557666.6k $315.5m $315.5m 0.20% Reduced -14.0k -14,024
43 Dynasty Wealth Management, LLC 3.06% of their portfolio ST. PETERSBURG, FL 657,578657.6k $311.2m $311.2m 3.06% Added +622.1k +622,083
44 CHOREO, LLC 3.91% of their portfolio ROCKFORD, IL 644,156644.2k $307.2m $307.2m 3.91% Added +3.4k +3,351
45 COMERICA BANK 1.14% of their portfolio DALLAS, TX 604,730604.7k $286.2m $286.2m 1.14% Reduced -10.2k -10,150
46 Mariner, LLC 0.33% of their portfolio Overland Park, KS 584,629584.6k $276.7m $276.7m 0.33% Added +5.9k +5,861
47 Waldron Private Wealth LLC 10.68% of their portfolio BRIDGEVILLE, PA 570,836570.8k $270.2m $270.2m 10.68% Reduced -11.9k -11,912
48 1ST SOURCE BANK 14.04% of their portfolio SOUTH BEND, IN 565,330565.3k $267.6m $267.6m 14.04% Reduced -2.8k -2,768
49 Clearstead Advisors, LLC 3.27% of their portfolio CLEVELAND, OH 547,774547.8k $259.3m $259.3m 3.27% Reduced -5.2k -5,192
50 CITIGROUP INC 0.17% of their portfolio NEW YORK, NY 541,772541.8k $256.4m $256.4m 0.17% Reduced -61.5k -61,501
51 BROWN ADVISORY INC 0.35% of their portfolio BALTIMORE, MD 536,841536.8k $254.1m $254.1m 0.35% Added +228.6k +228,609
52 MML INVESTORS SERVICES, LLC 0.61% of their portfolio SPRINGFIELD, MA 526,778526.8k $249.3m $249.3m 0.61% Added +14.9k +14,913
53 JONES FINANCIAL COMPANIES LLLP 0.15% of their portfolio DES PERES, MO 518,976519.0k $245.6m $245.6m 0.15% Added +38.9k +38,915
54 IEQ CAPITAL, LLC 0.70% of their portfolio Foster City, CA 492,105492.1k $232.9m $232.9m 0.70% Added +35.9k +35,866
55 Cresset Asset Management, LLC 0.97% of their portfolio Chicago, IL 482,211482.2k $228.2m $228.2m 0.97% Added +2.8k +2,766
56 Creative Planning 0.16% of their portfolio OVERLAND PARK, KS 478,804478.8k $226.6m $226.6m 0.16% Added +17.4k +17,423
57 Align Financial, LLC 0.27% of their portfolio HERMANTOWN, MN 471,407471.4k $471.4k $471.4k 0.27% First filing
58 PRUDENTIAL FINANCIAL INC 0.27% of their portfolio NEWARK, NJ 469,828469.8k $224.1m $224.1m 0.27% Reduced -286.0k -286,029
59 CAPTRUST FINANCIAL ADVISORS 0.42% of their portfolio RALEIGH, NC 466,486466.5k $220.8m $220.8m 0.42% Reduced -220 -220
60 COMMERCE BANK 1.19% of their portfolio KANSAS CITY, MO 453,533453.5k $214.7m $214.7m 1.19% Reduced -8.5k -8,516
61 REGIONS FINANCIAL CORP 1.36% of their portfolio BIRMINGHAM, AL 448,988449.0k $212.5m $212.5m 1.36% Reduced -6.2k -6,150
62 MERCER GLOBAL ADVISORS INC /ADV 0.31% of their portfolio DENVER, CO 430,661430.7k $203.8m $203.8m 0.31% Reduced -8.0k -7,997
63 HSBC HOLDINGS PLC 0.06% of their portfolio LONDON, X0 414,560414.6k $196.2m $196.2m 0.06% Added +209.4k +209,365
64 STALEY CAPITAL ADVISERS INC 8.02% of their portfolio PITTSBURGH, PA 411,047411.0k $194.5m $194.5m 8.02% Reduced -171 -171
65 Johnson Financial Group, Inc. 7.26% of their portfolio RACINE, WI 409,922409.9k $194.0m $194.0m 7.26% Reduced -18.5k -18,491
66 Stairway Partners, LLC 9.69% of their portfolio MINNEAPOLIS, MN 395,667395.7k $187.3m $187.3m 9.69% Reduced -27.9k -27,939
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.25% of their portfolio PLYMOUTH, MN 393,249393.2k $187.1m $187.1m 0.25% Reduced -3.7k -3,745
68 MAI Capital Management 1.08% of their portfolio INDEPENDENCE, OH 393,199393.2k $186.1m $186.1m 1.08% Reduced -7.2k -7,249
69 FIFTH THIRD BANCORP 0.58% of their portfolio CINCINNATI, OH 388,525388.5k $183.9m $183.9m 0.58% Reduced -2.1k -2,146
70 J.Safra Asset Management Corp 9.53% of their portfolio NEW YORK, NY 383,813383.8k $181.7m $181.7m 9.53% Added +16.9k +16,858
71 Lido Advisors, LLC 0.70% of their portfolio Los Angeles, CA 375,480375.5k $176.6m $176.6m 0.70% Reduced -1.1k -1,109
72 SILVERCREST ASSET MANAGEMENT GROUP LLC 1.19% of their portfolio NEW YORK, NY 365,273365.3k $172.9m $172.9m 1.19% Added +26.3k +26,307
73 D.A. DAVIDSON & CO. 1.05% of their portfolio GREAT FALLS, MT 362,006362.0k $171.3m $171.3m 1.05% Reduced -453 -453
74 OAKWORTH CAPITAL, INC. 9.12% of their portfolio BIRMINGHAM, AL 352,983353.0k $167.1m $167.1m 9.12% Reduced -4.1k -4,100
75 NATIXIS ADVISORS, LLC 0.23% of their portfolio Boston, MA 349,850349.9k $165.6m $165.6m 0.23% Added +138.8k +138,756
76 Cullen/Frost Bankers, Inc. 1.80% of their portfolio San Antonio, TX 346,021346.0k $163.8m $163.8m 1.80% Reduced -2.8k -2,807
77 BANK OF MONTREAL /CAN/ 0.07% of their portfolio TORONTO, A6 342,498342.5k $162.1m $162.1m 0.07% Reduced -4.1k -4,130
78 Hackensack Meridian Health, Inc. 14.54% of their portfolio EDISON, NJ 337,000337.0k $159.5m $159.5m 14.54% New
79 PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio BALTIMORE, MD 318,840318.8k $150.9m $150.9m 0.02% Reduced -479.2k -479,180
80 Steward Partners Investment Advisory, LLC 0.82% of their portfolio STAMFORD, CT 314,465314.5k $148.8m $148.8m 0.82% Reduced -30.8k -30,810
81 Confluence Wealth Services, Inc. 5.91% of their portfolio MCMURRAY, PA 301,211301.2k $142.6m $142.6m 5.91% Added +9.8k +9,752
82 Beacon Pointe Advisors, LLC 0.99% of their portfolio NEWPORT BEACH, CA 297,250297.2k $140.7m $140.7m 0.99% Reduced -17.2k -17,151
83 NewEdge Wealth, LLC 1.45% of their portfolio STAMFORD, CT 271,051271.1k $128.3m $128.3m 1.45% Added +156.0k +155,962
84 Pathstone Holdings, LLC 0.49% of their portfolio ENGLEWOOD, NJ 270,496270.5k $128.0m $128.0m 0.49% Reduced -172 -172
85 Modera Wealth Management, LLC 1.48% of their portfolio WESTWOOD, NJ 270,362270.4k $128.0m $128.0m 1.48% Reduced -4.0k -3,963
86 Private Advisor Group, LLC 0.60% of their portfolio MORRISTOWN, NJ 269,696269.7k $127.6m $127.6m 0.60% Reduced -3.2k -3,244
87 Allworth Financial LP 0.52% of their portfolio FOLSOM, CA 266,004266.0k $125.9m $125.9m 0.52% Added +140.8k +140,778
88 Sun Mountain Capital Ltd 100.00% of their portfolio ST HELIER, Y9 265,463265.5k $125.6m $125.6m 100.00% First filing
89 BLAIR WILLIAM & CO/IL 0.33% of their portfolio CHICAGO, IL 263,018263.0k $124.5m $124.5m 0.33% Added +12.2k +12,220
90 MONETA GROUP INVESTMENT ADVISORS LLC 0.92% of their portfolio ST LOUIS, MO 255,913255.9k $121.1m $121.1m 0.92% Reduced -7.0k -7,022
91 STEPHENS INC /AR/ 1.50% of their portfolio LITTLE ROCK, AR 255,439255.4k $120.9m $120.9m 1.50% Added +826 +826
92 SIMON QUICK ADVISORS, LLC 5.15% of their portfolio MORRISTOWN, NJ 249,401249.4k $118.0m $118.0m 5.15% Reduced -5.9k -5,875
93 Federation des caisses Desjardins du Quebec 0.44% of their portfolio LEVIS, A8 242,771242.8k $114.9m $114.9m 0.44% Added +242.6k +242,602
94 VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio San Antonio, TX 237,958238.0k $112.6m $112.6m 0.06% Added +103.8k +103,787
95 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 233,671233.7k $110.6m $110.6m 0.03% Reduced -51.9k -51,884
96 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 229,155229.2k $108.5m $108.5m 0.02% New
97 Orion Porfolio Solutions, LLC 0.78% of their portfolio OMAHA, NE 225,323225.3k $106.6m $106.6m 0.78% Reduced -27.0k -26,969
98 Kensington Asset Management, LLC 5.54% of their portfolio AUSTIN, TX 224,830224.8k $107.2m $107.2m 5.54% Unchanged
99 Covenant Partners, LLC 30.31% of their portfolio Nashville, TN 219,004219.0k $103.7m $103.7m 30.31% Reduced -2.5k -2,523
100 NewEdge Advisors, LLC 0.36% of their portfolio NEW ORLEANS, LA 210,929210.9k $99.8m $99.8m 0.36% Added +17.8k +17,775