ISHARES TR (IWX) is held by 77 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Envestnet Portfolio Solutions, Inc. as of Q1 2026.

Are institutions buying or selling IWX?

In Q1 2026, 33 institutions opened or increased positions in ISHARES TR while 33 reduced or exited — a balanced quarter.

What is the Smart Money Verdict on IWX?

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for IWX. In Q1 2026, the institutional leg showed balanced flow: 33 buying versus 33 selling.

How many hedge funds hold IWX?

77 institutional investors report holding ISHARES TR (IWX) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into IWX?

As of Q1 2026, tracked institutions in ISHARES TR show 33 buyers versus 33 sellers — balanced flow.

ISHARES TR

IWX·464289420·US·ETF·Unknown - Unknown

Holders

(13 Elite)

$1.6B

Total Value

50% (66)

Consensus

33 buying - 33 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 77 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Envestnet Portfolio Solutions, Inc.	Decreased	6.3M(-0.6%)	$583.4M	3.2%	+63.93%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	2.7M(-13.3%)	$247.8M	0.1%	+16.86%	0
AE Wealth Management LLC	Increased	1.1M(+2.0%)	$102.2M	0.6%	+89.70%	43
Lido Advisors, LLC	Decreased	966,581(-0.7%)	$89.6M	0.3%	+38.53%	0
Clark Capital Management Group, Inc.	Decreased	673,500(-6.7%)	$62.4M	0.4%	+16.46%	0
LPL Financial LLC	Decreased	579,108(-9.6%)	$53.7M	0.0%	+18.54%	0
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	408,593(-96.7%)	$37.9M	2.3%	+58.26%	0
AMERIPRISE FINANCIAL INC	Decreased	383,852(-11.7%)	$35.6M	0.0%	+42.23%	0
UBS Group AG	Increased	353,100(+3.5%)	$32.7M	0.0%	+89.79%	30
OPOrion Porfolio Solutions, LLC	Decreased	282,468(-22.0%)	$26.2M	0.2%	+16.46%	0
JPMORGAN CHASE & CO	Increased	286,689(+9.7%)	$26M	0.0%	+34.87%	31
BANK OF AMERICA CORP /DE/	Increased	242,091(+2.0%)	$22.4M	0.0%	+36.15%	29
Cetera Investment Advisers	Decreased	239,314(-9.0%)	$22.2M	0.0%	+19.39%	0
WAWaverly Advisors, LLC	Increased	210,040(+2.1%)	$19.5M	0.1%	+37.80%	35
RAYMOND JAMES FINANCIAL INC	Increased	199,286(+46.5%)	$18.5M	0.0%	+26.78%	39
MORGAN STANLEY	Decreased	195,341(-22.6%)	$18.1M	0.0%	+35.05%	0
NewEdge Advisors, LLC	Decreased	184,242(-1.7%)	$17.1M	0.1%	+44.28%	0
Private Advisor Group, LLC	Increased	182,516(+451.0%)	$16.9M	0.1%	+13.90%	46
Sanctuary Advisors, LLC	Increased	163,873(+10.1%)	$15.2M	0.1%	+39.95%	31
GOLDMAN SACHS GROUP INC	Decreased	155,579(-5.4%)	$14.4M	0.0%	+18.90%	0