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Of the 5 tracked institutions holding IDV, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +4.6pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 5 tracked institutional investors we monitor, IDV (ISHARES TR) is held with a combined value of $20.45M across 480,546 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $13.80M. AQR CAPITAL MANAGEMENT LLC opened a new position in the most recent quarter. 3 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$20.45M
Total Shares Held
480,546
Institutional Holders
5
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $13.80M | 0.01% | +3061.7% |
| 2 | FMR LLC | $3.46M | 0.00% | +44.8% |
| 3 | Gotham Asset Management, LLC | $2.38M | 0.01% | +35.0% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $508.29K | 0.00% | New |
| 5 | BlackRock, Inc. | $296.86K | 0.00% | -79.1% |
| Member | Type | Date |
|---|---|---|
| David A Perdue , Jr | Sell | Apr 16, 2020 |
| Patrick J Toomey | Sell | Sep 2, 2014 |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of IDV with a position worth $13.80M, representing 0.01% of their portfolio. In total, 5 institutional investors hold IDV with a combined value of $20.45M.
In the most recent quarter, 1 fund opened a new position in IDV. Additionally, 3 increased their holdings and 1 reduced their positions.
Institutional investors hold $20.45M worth of IDV stock across 5 positions. The largest institutional holder is CITADEL ADVISORS LLC with $13.80M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IDV, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IDV positions.
Last Close
$43.53
2026-07-28
YTD
+12.1%
94% of 52-week range
