IUSGISHARES TR

CORE S&P US GWT · CUSIP 464287671

Smart Money Ownership

Of the 6 tracked institutions holding IUSG, 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.

Ken Fisher

$370.2K

+6.3pt

Gotham Asset Management, LLC

$21.0M · 0.1% of book

+2.5pt

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 →

IUSG (ISHARES TR) Institutional Ownership Summary

Among the 6 tracked institutional investors we monitor, IUSG (ISHARES TR) is held with a combined value of $150.02M across 966,871 shares. The largest holder is FMR LLC with a position worth $108.01M. 4 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$150.02M

Total Shares Held

966,871

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

Gotham Asset Management, LLC+143% shares~$12.4M AQR CAPITAL MANAGEMENT LLC+145% shares~$2.8M FMR LLC+1% shares~$1.5M VANGUARD GROUP INC+10% shares~$60.6K

Biggest Sellers

13F Institutional Holders

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FMR LLC

0.01% of book+1.4%

$108.01M

Gotham Asset Management, LLC

AQR CAPITAL MANAGEMENT LLC

Fisher Asset Management, LLC

0.00% of book-26.6%

$370.24K

#	Fund	Value↓	Shares	Portfolio %	Change
1	FMR LLC	$108.01M	696,328	0.01%	+1.4%
2	Gotham Asset Management, LLC	$21.04M	135,676	0.06%	+142.7%
3	BlackRock, Inc.	$15.21M	98,038	0.00%	-1.5%
4	AQR CAPITAL MANAGEMENT LLC	$4.71M	30,361	0.00%	+144.5%
5	VANGUARD GROUP INC	$685.58K	4,082	0.00%	+9.7%
6	Fisher Asset Management, LLC	$370.24K	2,386	0.00%	-26.6%

Frequently Asked Questions

Which institutional investors own the most IUSG stock?

As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IUSG with a position worth $108.01M, representing 0.01% of their portfolio. In total, 6 institutional investors hold IUSG with a combined value of $150.02M.

What percentage of IUSG is owned by institutional investors?

Institutional investors hold $150.02M worth of IUSG stock across 6 positions. The largest institutional holder is FMR LLC with $108.01M in holdings.

What is a 13F filing and why does it matter for IUSG?

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 IUSG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track IUSG institutional moves

Get notified when hedge funds change their IUSG positions.