Dynasty Wealth Management, LLC has added 9,071,484 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 1,164 institutional investors add shares of $IWF stock to their portfolio, and 916 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
- PNC FINANCIAL SERVICES GROUP, INC. added 9,166,400 shares (+299.1%) to their portfolio in Q1 2026, for an estimated $977,138,240
- DYNASTY WEALTH MANAGEMENT, LLC added 9,071,484 shares (+344.9%) to their portfolio in Q1 2026, for an estimated $967,020,194
- CIRCLE WEALTH MANAGEMENT, LLC removed 4,090,419 shares (-75.0%) from their portfolio in Q1 2026, for an estimated $436,038,665
- HIGHTOWER ADVISORS, LLC added 3,821,247 shares (+297.9%) to their portfolio in Q1 2026, for an estimated $407,344,930
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.
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.
