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Fund Update: 27,743 $IWV shares added to Blue Trust, Inc. portfolio

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Blue Trust, Inc. has added 27,743 shares of $IWV to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IWV.

$IWV Hedge Fund Activity

We have seen 285 institutional investors add shares of $IWV stock to their portfolio, and 321 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • BLACKROCK, INC. removed 795,420 shares (-44.2%) from their portfolio in Q2 2026, for an estimated $339,167,088
  • AMERICAN FAMILY INVESTMENTS, INC. added 783,688 shares (+92.9%) to their portfolio in Q2 2026, for an estimated $334,164,563
  • JPMORGAN CHASE & CO added 479,995 shares (+inf%) to their portfolio in Q2 2026, for an estimated $204,669,868
  • GOLDMAN SACHS GROUP INC added 258,265 shares (+15.2%) to their portfolio in Q2 2026, for an estimated $110,124,196
  • BANK OF AMERICA CORP /DE/ removed 243,489 shares (-26.4%) from their portfolio in Q2 2026, for an estimated $103,823,709
  • ALIGN FINANCIAL, LLC removed 179,420 shares (-99.7%) from their portfolio in Q2 2026, for an estimated $76,504,688
  • WEALTHSPIRE ADVISORS, LLC added 171,412 shares (+414.2%) to their portfolio in Q2 2026, for an estimated $73,090,076

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

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Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's $IWV ticker page for more data.

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