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Of the 10 tracked institutions holding IWD, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +4.6pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, IWD (ISHARES TR) is held with a combined value of $2.35B across 9,709,999 shares. The largest holder is FMR LLC with a position worth $2.16B (0.09% of their portfolio). 2 funds opened new positions in the most recent quarter. 4 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$2.35B
Total Shares Held
9,709,999
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $2.16B | 0.09% | -4.2% |
| 2 | BlackRock, Inc. | $81.82M | 0.00% | -47.3% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $51.36M | 0.02% | +9.0% |
| 4 | Gotham Asset Management, LLC | $28.34M | 0.07% | +1.4% |
| 5 | CITADEL ADVISORS LLC | $16.39M | 0.01% | New |
| 6 | MILLENNIUM MANAGEMENT LLC | $7.60M | 0.01% | +159.3% |
| 7 | VANGUARD GROUP INC | $6.67M | 0.00% | +0.5% |
| 8 | Fisher Asset Management, LLC | $2.19M | 0.00% | -34.6% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.03M | 0.00% | -32.0% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | $818.93K | 0.00% | New |
| Member | Type | Date |
|---|---|---|
| Thomas R Carper | Buy | Apr 2, 2020 |
| Daniel S Sullivan | Sell | Jan 28, 2015 |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IWD with a position worth $2.16B, representing 0.09% of their portfolio. In total, 10 institutional investors hold IWD with a combined value of $2.35B.
In the most recent quarter, 2 funds opened a new position in IWD. Additionally, 4 increased their holdings and 4 reduced their positions.
Institutional investors hold $2.35B worth of IWD stock across 10 positions. The largest institutional holder is FMR LLC with $2.16B 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 IWD, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IWD 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
$255.77
2026-10-16
YTD
+21.8%
96% of 52-week range
