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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: +4.4pt. 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 $22.32M across 538,634 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $13.68M. 5 funds increased their holdings.
Total Institutional Value
$22.32M
Total Shares Held
538,634
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 | $13.68M | 0.01% | +1.8% |
| 2 | FMR LLC | $4.00M | 0.00% | +18.8% |
| 3 | Gotham Asset Management, LLC | $3.38M | 0.01% | +45.7% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $725.06K | 0.00% | +46.5% |
| 5 | BlackRock, Inc. | $529.48K | 0.00% | +83.2% |
| 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 $13.68M, representing 0.01% of their portfolio. In total, 5 institutional investors hold IDV with a combined value of $22.32M.
Institutional investors hold $22.32M worth of IDV stock across 5 positions. The largest institutional holder is CITADEL ADVISORS LLC with $13.68M 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.
None this quarter.
Last Close
$42.61
2026-10-16
YTD
+11.1%
81% of 52-week range
