- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 14 Nov 2025
- latest of these filings; the earliest 12 Nov 2025
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 6 listed it in both
- Shares listed
- 10,685,973
- combined, among listed positions
- Reported value
- $5.0bn
- combined, at the quarter end
Among the 95 comparable managers: 4 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing IWF in Q3 2025
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Fidelity (FMR LLC) | 8,786,354 | $4.1bn | 0.21% | Trimmed | -5,740 | 13 Nov 2025 (the filing on sec.gov) |
| T. Rowe Price Associates Inc | 798,020 | $374m | under 0.1% | Added | n.a. | 14 Nov 2025 (the filing on sec.gov) |
| Two Sigma Investments LP | 586,857 | $275m | 0.41% | Trimmed | -527,243 | 14 Nov 2025 (the filing on sec.gov) |
| AllianceBernstein LP | 285,555 | $134m | under 0.1% | Added | +67,246 | 14 Nov 2025 (the filing on sec.gov) |
| Polen Capital Management LLC | 227,851 | $107m | 0.35% | Added | +2,242 | 12 Nov 2025 (the filing on sec.gov) |
| ARK Investment Management LLC | 723 | $339k | under 0.1% | Added | +13 | 12 Nov 2025 (the filing on sec.gov) |
| Capital Research Global Investors | 613 | $286k | under 0.1% | Trimmed | -45 | 13 Nov 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- AllianceBernstein LPexisting position · 285,555 shares now+67,246
- Polen Capital Management LLCexisting position · 227,851 shares now+2,242
- ARK Investment Management LLCexisting position · 723 shares now+13
Reductions
- Two Sigma Investments LPexisting position · 586,857 shares now-527,243
- Fidelity (FMR LLC)existing position · 8,786,354 shares now-5,740
- Capital Research Global Investorsexisting position · 613 shares now-45
New positions and exits
New (0)
No new position among listed positions.
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own IWF, latest filings →Back to the 13F Explorer →