New York Life Investments ETF Trust - IWFG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 859,507 | 45,960 | 0.4% | 0.4% | 1 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,225 | 386 | 0.0% | 0.0% | 2 | +664 | 10.12% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,137 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -770 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |