Inst. Holders
5 funds
IW
IWFG
NEW YORK LIFE INVTS ACTIVE E
$55.99 ▲ +0.24%
Prev close $55.86Snapshot
The big-picture read on IWFG right now — valuation, ownership and activity at a glance.
Inst. Value
$93.2M
Inst. Activity
1 buys / 0 sells
Price chart 30d +4.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
NEW YORK LIFE INVESTMENT — DOUBLED
1,719,014 shares ($93.2M)
Feb 9, 2026 short_interest
FTD: IWFG — 20,000 shares ($1.0M) failed to deliver
Settlement: 20260209, Price: $49.87, FTD Value: $997,400, NEW YORK LIFE INV ACT ETF TR N
Sep 30, 2025 Inst.
NEW YORK LIFE INVESTMENT — DOUBLED
859,507 shares ($45.9M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Feb 9, 2026
short_interest
FTD: IWFG — 20,000 shares ($1.0M) failed to deliver
Settlement: 20260209, Price: $49.87, FTD Value: $997,400, NEW YORK LIFE INV ACT ETF TR N
Institutional ownership
Which big funds own IWFG (from quarterly 13F filings) and who is adding or trimming.
5 institutional holders with $93.2M total value (1,719,357 shares) as of 2026-Q2. Top holders: NEW, ASSETMARK,, WELLS. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1,719,014 | $93.2M | 100.0% | DOUBLED +100.0% |
| ASSETMARK, INC | 318 | $17.2K | 0.0% | — |
| WELLS FARGO & COMPANY/MN | 23 | $1.2K | 0.0% | — |
| MORGAN STANLEY | 1 | $54.00 | 0.0% | — |
| JPMORGAN CHASE & CO | 1 | $53.00 | 0.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | DOUBLED | 859,507 | 1,719,014 | +100.0% | $93.2M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | DOUBLED | 200,000 | 859,507 | +329.8% | $45.9M |
| UBS Group AG | TRIM | 2,596 | 770 | -70.3% | $41.1K |
| UBS Group AG | DOUBLED | 34 | 2,596 | +7535.3% | $134.9K |
| UBS Group AG | TRIM | 89 | 34 | -61.8% | $1.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IWFG.
Shares short
1,647
Settlement Sep 15, 2026
Change vs prior
-9.2%
Semi-monthly cycle
Days to cover
5.5
At avg daily volume