ISHARES TR (IWX) is held by 79 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Envestnet Portfolio Solutions, Inc. as of Q2 2026.

Are institutions buying or selling IWX?

In Q2 2026, 35 institutions opened or increased positions in ISHARES TR while 35 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 Q2 2026, the institutional leg showed balanced flow: 35 buying versus 35 selling.

How many hedge funds hold IWX?

79 institutional investors report holding ISHARES TR (IWX) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into IWX?

As of Q2 2026, tracked institutions in ISHARES TR show 35 buyers versus 35 sellers — balanced flow.

ISHARES TR

IWX·464289420·US·ETF

Holders

(11 Elite)

$1.5B

Total Value

50% (70)

Consensus

35 buying - 35 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 79 funds

11 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IWX.

Checking access…

	Action
Envestnet Portfolio Solutions, Inc.	Decreased	4.9M(-22.1%)	$516.1M	2.5%	+73.86%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.8M(-32.1%)	$191M	0.0%	+24.72%	0
AE Wealth Management LLC	Increased	1.2M(+6.6%)	$123.7M	0.6%	+91.00%	45
Lido Advisors, LLC	Decreased	911,734(-5.7%)	$95.9M	0.3%	+46.52%	0
Clark Capital Management Group, Inc.	Decreased	565,031(-16.1%)	$59.4M	0.3%	+24.34%	0
LPL Financial LLC	Decreased	483,315(-16.5%)	$50.8M	0.0%	+26.33%	0
AMERIPRISE FINANCIAL INC	Increased	414,030(+7.9%)	$44.4M	0.0%	+46.73%	32
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	394,910(-3.4%)	$41.5M	2.5%	+67.69%	0
UBS Group AG	Increased	376,112(+6.5%)	$39.6M	0.0%	+91.69%	31
JPMORGAN CHASE & CO	Increased	287,855(+0.4%)	$30.3M	0.0%	+41.06%	29
BANK OF AMERICA CORP /DE/	Increased	266,777(+10.2%)	$28.1M	0.0%	+56.48%	32
OPOrion Porfolio Solutions, LLC	Decreased	217,189(-23.1%)	$22.8M	0.2%	+24.34%	0
WAWaverly Advisors, LLC	Increased	216,815(+3.2%)	$22.8M	0.1%	+44.36%	35
Cetera Investment Advisers	Decreased	207,128(-13.4%)	$21.8M	0.0%	+27.15%	0
MORGAN STANLEY	Increased	200,112(+2.4%)	$21M	0.0%	+42.31%	29
Private Advisor Group, LLC	Decreased	179,280(-1.8%)	$18.9M	0.1%	+24.18%	0
RAYMOND JAMES FINANCIAL INC	Decreased	176,522(-11.4%)	$18.6M	0.0%	+35.92%	0
NewEdge Advisors, LLC	Decreased	174,263(-5.4%)	$18.3M	0.1%	+71.54%	0
Sanctuary Advisors, LLC	Increased	164,385(+0.3%)	$17.3M	0.1%	+48.59%	28
TRUIST FINANCIAL CORP	Decreased	142,144(-3.3%)	$14.9M	0.0%	+111.58%	0

Showing 1-20 of 84

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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