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Of the 11 tracked institutions holding IWB, 6 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +4.9pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, IWB (ISHARES TR) is held with a combined value of $5.28B across 12,903,688 shares. The largest holder is FMR LLC with a position worth $4.07B (0.18% of their portfolio). RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 4 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$5.28B
Total Shares Held
12,903,688
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 | $4.07B | 0.18% | -1.2% |
| 2 | BlackRock, Inc. | $937.75M | 0.01% | +39.8% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $97.81M | 0.03% | +41.9% |
| 4 | MILLENNIUM MANAGEMENT LLC | $85.90M | 0.06% | -59.8% |
| 5 | Gotham Asset Management, LLC | $60.75M | 0.14% | +16.1% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $17.46M | 0.02% | New |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.93M | 0.00% | +1.5% |
| 8 | VANGUARD GROUP INC | $3.96M | 0.00% | -5.7% |
| 9 | Fisher Asset Management, LLC | $2.02M | 0.00% | -2.7% |
| 10 | STATE STREET CORP | $286.65K | 0.00% | - |
| Member | Type | Date |
|---|---|---|
| Markwayne Mullin | Sell | Jun 13, 2024 |
| Markwayne Mullin | Sell | Jun 12, 2024 |
| Markwayne Mullin | Sell | May 8, 2024 |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IWB with a position worth $4.07B, representing 0.18% of their portfolio. In total, 11 institutional investors hold IWB with a combined value of $5.28B.
In the most recent quarter, 1 fund opened a new position in IWB. Additionally, 4 increased their holdings and 5 reduced their positions.
Institutional investors hold $5.28B worth of IWB stock across 11 positions. The largest institutional holder is FMR LLC with $4.07B 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 IWB, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IWB 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 →
Last Close
$422.30
2026-10-21
YTD
+13.6%
96% of 52-week range