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Of the 4 tracked institutions holding IEO, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +5.0pt. 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 4 tracked institutional investors we monitor, IEO (ISHARES TR) is held with a combined value of $5.66M across 51,505 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $4.82M. MILLENNIUM MANAGEMENT LLC opened a new position in the most recent quarter. 2 funds increased their holdings.
Total Institutional Value
$5.66M
Total Shares Held
51,505
Institutional Holders
4
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
None this quarter.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $4.82M | 0.00% | +175.2% |
| 2 | MILLENNIUM MANAGEMENT LLC | $637.12K | 0.00% | New |
| 3 | FMR LLC | $140.07K | 0.00% | +15.0% |
| 4 | BlackRock, Inc. | $57.82K | 0.00% | - |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of IEO with a position worth $4.82M, representing 0.00% of their portfolio. In total, 4 institutional investors hold IEO with a combined value of $5.66M.
In the most recent quarter, 1 fund opened a new position in IEO. Additionally, 2 increased their holdings.
Institutional investors hold $5.66M worth of IEO stock across 4 positions. The largest institutional holder is CITADEL ADVISORS LLC with $4.82M 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 IEO, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IEO positions.
Last Close
$149.84
2026-10-21
YTD
+66.7%
98% of 52-week range
