Запись по ценной бумаге · архивный квартал
IWF
iShares Russell 1000 Growth ETF · Financial Services · Asset Management - Global
103Отслеживаемые держатели
-2Δ держателей
146.16MАкций в держании
$62.19BОтчётная стоимость
+3Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.9% ·
поток акций -0.1% ·
новые чистые позиции -1.9%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.33M | $167.68M | n/a | −1 |
| Q2 2026 | 101 | +1 | 568.32M | $70.65B | +5 | −5 |
| Q1 2026 | 103 | -2 | 146.16M | $62.19B | +3 | −5 |
| Q4 2025 | 105 | +1 | 145.24M | $68.69B | +1 | n/a |
| Q3 2025 | 15 | -3 | 60.75M | $28.45B | n/a | −3 |
| Q2 2025 | 15 | +2 | 11.27M | $4.78B | +3 | −1 |
| Q1 2025 | 10 | -1 | 3.22M | $1.16B | +1 | −2 |
| Q4 2024 | 11 | 0 | 2.17M | $870.27M | +1 | −1 |
| Q3 2024 | 11 | 0 | 1.92M | $719.86M | +1 | −1 |
| Q2 2024 | 11 | n/a | 679.68K | $247.75M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 29.76M | +7.7% | $12.69B | 0.8% | ▲ Add | 3 | SEC ↗ ×12 |
| 2 | Bank Of America Corp /De/ | 27.67M | -1.3% | $11.80B | 0.9% | ▼ Trim | 2 | SEC ↗ ×6 |
| 3 | Fidelity (FMR) ✦ | 8.32M | -1.2% | $3.55B | 0.2% | ▼ Trim | 4 | SEC ↗ ×3 |
| 4 | Goldman Sachs Group ✦ | 7.05M | 0.0% | $3.01B | 0.4% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | JPMorgan Chase ✦ | 6.66M | -11.1% | $2.74B | 0.2% | ▼ Trim | 3 | SEC ↗ ×10 |
| 6 | Northern Trust Corp | 5.47M | -1.5% | $2.33B | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 5.35M | +1.6% | $2.28B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 4.82M | -1.5% | $2.06B | 0.4% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Wells Fargo & Company/Mn | 4.52M | -6.3% | $1.93B | 0.4% | ▼ Trim | 2 | SEC ↗ ×5 |
| 10 | LPL Financial LLC | 3.84M | +2.2% | $1.64B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 3.39M | -2.3% | $1.45B | 0.4% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Pnc Financial Services Group, Inc. | 3.06M | -0.2% | $1.30B | 0.8% | ▼ Trim | 2 | SEC ↗ ×8 |
| 13 | Baird Financial Group, Inc. | 2.81M | +3.3% | $1.20B | 1.9% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 2.04M | -2.2% | $871.18M | 1.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Royal Bank Of Canada | 1.87M | -7.8% | $795.72M | 0.2% | ▼ Trim | 2 | SEC ↗ ×9 |
| 16 | Commonwealth Equity Services, Llc | 1.72M | -5.3% | $733.15M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 1.57M | +0.4% | $669.22M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 1.50M | +2.0% | $639.73M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Focus Partners Wealth | 1.34M | -29.7% | $570.56M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (пассивный) | 1.30M | +31.4% | $552.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 21 | HighTower Advisors, LLC | 1.28M | -0.5% | $544.09M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 1.26M | -2.3% | $535.20M | 0.5% | ▼ Trim | 2 | SEC ↗ ×6 |
| 23 | Bank of New York Mellon Corp | 1.20M | -6.0% | $512.87M | 0.1% | ▼ Trim | 2 | SEC ↗ ×11 |
| 24 | Cerity Partners LLC | 1.14M | +18.1% | $485.83M | 0.7% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Rockefeller Capital Management L.P. | 1.14M | +5.9% | $484.72M | 0.9% | ▲ Add | 2 | SEC ↗ ×7 |
| 26 | Nuveen, LLC | 1.10M | +19.2% | $468.51M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Jones Financial Companies Lllp | 1.13M | +118.6% | $468.46M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | CIBC Bancorp USA Inc. | 1.07M | n/a | $456.47M | 0.6% | n/c | 1 | SEC ↗ ×2 |
| 29 | Fifth Third Bancorp | 983.92K | +153.2% | $419.54M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 956.06K | -2.2% | $407.66M | 0.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Osaic Holdings, Inc. | 813.67K | +7.5% | $346.96M | 0.5% | ▲ Add | 2 | SEC ↗ ×4 |
| 32 | Two Sigma Investments ✦ | 694.16K | -14.7% | $295.99M | 0.3% | ▼ Trim | 8 | SEC ↗ |
| 33 | Corient Private Wealth LP | 676.61K | -55.5% | $285.52M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 666.27K | 0.0% | $284.10M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mariner, LLC | 567.88K | -2.9% | $242.06M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 36 | Prudential Financial Inc | 537.25K | +14.3% | $229.08M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 37 | Citigroup Inc | 527.53K | -2.6% | $224.94M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Brown Advisory Inc | 502.08K | -6.5% | $214.09M | 0.4% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Captrust Financial Advisors | 477.95K | +2.5% | $203.78M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 471.35K | -1.6% | $200.98M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Mml Investors Services, Llc | 459.57K | -12.8% | $195.96M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 408.11K | -5.2% | $174.02M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 43 | Lido Advisors, LLC | 326.30K | -13.1% | $139.14M | 0.6% | ▼ Trim | 2 | SEC ↗ ×3 |
| 44 | Bank Of Montreal /Can/ | 324.32K | -5.3% | $138.29M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 45 | Wealth Enhancement Advisory… | 311.55K | -20.8% | $132.93M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 46 | American Century Companies Inc | 266.23K | +160.4% | $113.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 266.03K | +1.1% | $113.43M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 48 | Hsbc Holdings Plc | 220.96K | -46.7% | $94.22M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | AQR Capital Management ✦ | 179.60K | +18.9% | $76.58M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 50 | Victory Capital Management Inc | 179.32K | -24.6% | $76.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 162.54K | +31.1% | $69.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of Nova Scotia | 152.75K | 0.0% | $65.13M | 0.1% | Held | 2 | SEC ↗ |
| 53 | Alliancebernstein L.P. | 134.11K | -42.6% | $63.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 143.31K | +306.8% | $61.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Principal Financial Group Inc | 134.15K | +40.7% | $57.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 56 | Franklin Resources Inc | 118.72K | +2.5% | $50.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 57 | Wellington Management ✦ | 116.21K | -49.3% | $49.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Cwm, Llc | 115.73K | -11.4% | $49.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 59 | Kayne Anderson Rudnick Investment… | 89.38K | +27.8% | $38.11M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 60 | Jennison Associates Llc | 87.74K | -5.7% | $37.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Loomis Sayles & Co L P | 77.35K | +221.5% | $32.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Deutsche Bank Ag\ | 68.61K | -9.2% | $29.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 63 | Renaissance Technologies ✦ | 62.28K | +427.8% | $26.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Sei Investments Co | 57.74K | +369.7% | $24.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | T. Rowe Price ✦ | 47.66K | -85.0% | $20.32M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 39.29K | -18.2% | $16.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Gotham Asset Management ✦ | 38.12K | +16.3% | $16.26M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 68 | Allspring Global Investments… | 30.48K | -70.3% | $13.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 69 | Squarepoint Ops LLC | 25.63K | +5.2% | $10.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Rhumbline Advisers | 23.95K | -34.1% | $10.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Massachusetts Financial Services Co… | 22.58K | +49.5% | $9.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Neuberger Berman Group LLC | 21.90K | -59.9% | $9.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 73 | Allianz Asset Management GmbH | 19.50K | -55.1% | $8.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Fisher Asset Management ✦ | 15.58K | +29.2% | $6.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 75 | Assetmark, Inc | 15.12K | -6.5% | $6.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Legal & General Group Plc | 14.93K | -31.6% | $6.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Susquehanna International Group, Llp | 14.45K | -73.1% | $6.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Hrt Financial Lp | 8.71K | -30.3% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | TD Waterhouse Canada Inc. | 8.14K | +70.1% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | CIBC Asset Management Inc | 7.53K | Новый | $3.21M | 0.0% | New | 1 | SEC ↗ |
| 81 | Empower Advisory Group, LLC | 7.52K | -8.1% | $3.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Financial Engines Advisors L.L.C. | 26.55K | -11.2% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 6.03K | -3.1% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Voya Investment Management Llc | 5.67K | -26.9% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Clearbridge Investments, LLC | 5.47K | -82.6% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Mirae Asset Global Investments Co.… | 5.41K | -89.9% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Boston Partners | 175 | Новый | $1.95M | 0.0% | New | 1 | SEC ↗ |
| 88 | Millennium Management ✦ | 4.35K | -28.6% | $1.85M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 89 | National Bank Of Canada /Fi/ | 4.10K | +5.2% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 90 | GAMCO Investors ✦ | 3.50K | -0.8% | $1.49M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 91 | Nomura Asset Management… | 2.67K | -67.6% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | First Manhattan Co. Llc. | 2.53K | -19.3% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | First Trust Advisors Lp | 2.00K | -9.7% | $851,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Chevy Chase Trust Holdings, LLC | 1.77K | -1.3% | $753,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Nomura Asset Management Co Ltd | 1.33K | 0.0% | $567,112 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 96 | Qube Research & Technologies Ltd | 1.29K | -66.3% | $551,335 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Capital Research Global Investors | 1.24K | -55.4% | $507,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Optiver Holding B.V. | 876 | Новый | $373,526 | 0.0% | New | 1 | SEC ↗ |
| 99 | Barclays Plc | 556 | 0.0% | $237,078 | 0.0% | Held | 2 | SEC ↗ |
| 100 | Lazard Asset Management Llc | 500 | 0.0% | $213,200 | 0.0% | Held | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| CIBC Asset Management Inc | $3.21M | 0.0% |
| Boston Partners | $1.95M | 0.0% |
| Optiver Holding B.V. | $373,526 | 0.0% |
Закрыто
| Walleye Trading LLC | $3.35M | составлял 0.1% |
| Simplex Trading, Llc | $2.15M | составлял 0.1% |
| Capital International… | $860,418 | составлял 0.0% |
| Federated Hermes, Inc. | $501,698 | составлял 0.0% |
| Jane Street Group, Llc | $351,189 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,417 держатели, 195.18M акции, $80.55B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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