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Of the 11 tracked institutions holding IWB, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +2.9pt. 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 $4.48B across 12,550,017 shares. The largest holder is FMR LLC with a position worth $3.59B (0.19% of their portfolio). 2 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$4.48B
Total Shares Held
12,550,017
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 | $3.59B | 0.19% | +2.2% |
| 2 | BlackRock, Inc. | $584.20M | 0.01% | -26.1% |
| 3 | MILLENNIUM MANAGEMENT LLC | $186.10M | 0.08% | +14.7% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $60.02M | 0.03% | +11.6% |
| 5 | Gotham Asset Management, LLC | $45.56M | 0.14% | +1535.2% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.08M | 0.00% | +0.8% |
| 7 | VANGUARD GROUP INC | $3.96M | 0.00% | -5.7% |
| 8 | Fisher Asset Management, LLC | $1.80M | 0.00% | -21.1% |
| 9 | Grantham, Mayo, Van Otterloo & Co. LLC | $647.88K | 0.00% | New |
| 10 | Capital Research Global Investors | $462.11K | 0.00% | New |
| 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 $3.59B, representing 0.19% of their portfolio. In total, 11 institutional investors hold IWB with a combined value of $4.48B.
In the most recent quarter, 2 funds opened a new position in IWB. Additionally, 5 increased their holdings and 3 reduced their positions.
Institutional investors hold $4.48B worth of IWB stock across 11 positions. The largest institutional holder is FMR LLC with $3.59B 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
$404.18
2026-07-24
YTD
+8.5%
87% of 52-week range