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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 11 tracked institutions holding IJR, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +3.4pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, IJR (ISHARES TR) is held with a combined value of $5.11B across 34,460,579 shares. The largest holder is FMR LLC with a position worth $3.67B (0.16% of their portfolio). 2 funds opened new positions in the most recent quarter. 7 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$5.11B
Total Shares Held
34,460,579
Institutional Holders
11
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $3.67B | 0.16% | +5.0% |
| 2 | BlackRock, Inc. | $1.26B | 0.02% | -5.7% |
| 3 | STATE STREET CORP | $118.27M | 0.00% | +0.3% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $32.46M | 0.01% | +51.3% |
| 5 | Gotham Asset Management, LLC | $19.34M | 0.05% | +12.0% |
| 6 | VANGUARD GROUP INC | $3.81M | 0.00% | +2.2% |
| 7 | Fisher Asset Management, LLC | $2.14M | 0.00% | +8.1% |
| 8 | MILLENNIUM MANAGEMENT LLC | $676.29K | 0.00% | +77.8% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $553.00K | 0.00% | - |
| 10 | CITADEL ADVISORS LLC | $545.34K | 0.00% | New |
| Member | Type | Date |
|---|---|---|
| John Boozman | Buy | Aug 19, 2026 |
| John Boozman | Buy | Dec 26, 2025 |
| David H McCormick | Sell | May 6, 2025 |
| C. Scott Franklin | Sell |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IJR with a position worth $3.67B, representing 0.16% of their portfolio. In total, 11 institutional investors hold IJR with a combined value of $5.11B.
In the most recent quarter, 2 funds opened a new position in IJR. Additionally, 7 increased their holdings and 1 reduced their positions.
Institutional investors hold $5.11B worth of IJR stock across 11 positions. The largest institutional holder is FMR LLC with $3.67B 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 IJR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IJR positions.
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 →
| Aug 6, 2024 |
| C. Scott Franklin | Sell | Aug 6, 2024 |
| Thomas R Carper | Sell | Oct 30, 2020 |
Last Close
$135.91
2026-10-16
YTD
+12.9%
64% of 52-week range
