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Fund Update: 817,866 $IWF shares added to Modera Wealth Management, LLC portfolio

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Modera Wealth Management, LLC has added 817,866 shares of $IWF to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IWF.

$IWF Hedge Fund Activity

We have seen 1,112 institutional investors add shares of $IWF stock to their portfolio, and 909 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • ENVESTNET ASSET MANAGEMENT INC added 16,128,416 shares (+306.2%) to their portfolio in Q1 2026, for an estimated $1,719,289,145
  • UBS GROUP AG added 14,390,019 shares (+294.0%) to their portfolio in Q1 2026, for an estimated $1,533,976,025
  • LPL FINANCIAL LLC added 11,601,761 shares (+308.9%) to their portfolio in Q1 2026, for an estimated $1,236,747,722
  • HIGHTOWER ADVISORS, LLC added 3,821,247 shares (+297.9%) to their portfolio in Q1 2026, for an estimated $407,344,930
  • FIFTH THIRD BANCORP added 3,547,155 shares (+913.0%) to their portfolio in Q1 2026, for an estimated $378,126,723
  • BANK OF NEW YORK MELLON CORP added 3,531,416 shares (+275.9%) to their portfolio in Q1 2026, for an estimated $376,448,945
  • NUVEEN, LLC added 3,472,919 shares (+376.6%) to their portfolio in Q1 2026, for an estimated $370,213,165

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.

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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 $IWF ticker page for more data.

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