AXXCESS WEALTH MANAGEMENT, LLC has opened a new $41.2M position in $IYW, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IYW.
$IYW Hedge Fund Activity
We have seen 403 institutional investors add shares of $IYW stock to their portfolio, and 615 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ENVESTNET ASSET MANAGEMENT INC removed 6,984,460 shares (-75.1%) from their portfolio in Q3 2025, for an estimated $1,367,976,335
- LPL FINANCIAL LLC removed 1,814,161 shares (-33.5%) from their portfolio in Q3 2025, for an estimated $355,321,573
- MANUFACTURERS LIFE INSURANCE COMPANY, THE removed 827,221 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $162,019,505
- ROYAL BANK OF CANADA added 628,286 shares (+63.9%) to their portfolio in Q3 2025, for an estimated $123,056,095
- MML INVESTORS SERVICES, LLC removed 536,867 shares (-60.6%) from their portfolio in Q3 2025, for an estimated $105,150,770
- JANNEY MONTGOMERY SCOTT LLC removed 414,194 shares (-65.8%) from their portfolio in Q3 2025, for an estimated $81,124,036
- MORGAN STANLEY removed 353,460 shares (-6.0%) from their portfolio in Q3 2025, for an estimated $69,228,675
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
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 $IYW ticker page for more data.
