Loading...
Loading...
Of the 8 tracked institutions holding IVW, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +4.5pt. It's a gauge of who owns the name, not just how many.
Among the 8 tracked institutional investors we monitor, IVW (ISHARES TR) is held with a combined value of $797.93M across 7,065,324 shares. The largest holder is BlackRock, Inc. with a position worth $512.58M. PRICE T ROWE ASSOCIATES INC /MD/ opened a new position in the most recent quarter. 5 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$797.93M
Total Shares Held
7,065,324
Institutional Holders
8
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $512.58M | 0.01% | +2.5% |
| 2 | FMR LLC | $231.54M | 0.01% | +0.8% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $36.42M | 0.02% | +21.5% |
| 4 | Gotham Asset Management, LLC | $6.38M | 0.02% | +2.1% |
| 5 | CITADEL ADVISORS LLC | $3.64M | 0.00% | -51.8% |
| 6 | VANGUARD GROUP INC | $2.99M | 0.00% | -1.8% |
| 7 | Fisher Asset Management, LLC | $2.90M | 0.00% | +0.2% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.48M | 0.00% | New |
| Member | Type | Date |
|---|---|---|
| John Boozman | Sell | Jan 29, 2026 |
| John Boozman | Buy | Dec 31, 2025 |
| John Boozman | Sell | Apr 8, 2025 |
| John Boozman | Sell |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of IVW with a position worth $512.58M, representing 0.01% of their portfolio. In total, 8 institutional investors hold IVW with a combined value of $797.93M.
In the most recent quarter, 1 fund opened a new position in IVW. Additionally, 5 increased their holdings and 2 reduced their positions.
Institutional investors hold $797.93M worth of IVW stock across 8 positions. The largest institutional holder is BlackRock, Inc. with $512.58M 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 IVW, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IVW 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 →
| Mar 19, 2025 |
| John Boozman | Sell | Feb 26, 2025 |
| John Boozman | Sell | Feb 14, 2025 |
| John Boozman | Sell | Jan 28, 2025 |
| John Boozman | Sell | May 31, 2024 |
Last Close
$131.83
2026-07-28
YTD
+7.1%
71% of 52-week range
