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Of the 8 tracked institutions holding IWN, 3 have a 3-year clone track record — 3 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.
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 →
Among the 8 tracked institutional investors we monitor, IWN (ISHARES TR) is held with a combined value of $172.20M across 780,366 shares. The largest holder is WELLINGTON MANAGEMENT GROUP LLP with a position worth $72.00M (0.01% of their portfolio). RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 6 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$172.20M
Total Shares Held
780,366
Institutional Holders
8
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | $72.00M | 0.01% | +138.7% |
| 2 | FMR LLC | $41.05M | 0.00% | +4.8% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $26.93M | 0.01% | +11.4% |
| 4 | BlackRock, Inc. | $25.20M | 0.00% | -18.3% |
| 5 | MILLENNIUM MANAGEMENT LLC | $3.70M | 0.00% | +153.4% |
| 6 | VANGUARD GROUP INC | $1.89M | 0.00% | +6.1% |
| 7 | Gotham Asset Management, LLC | $1.07M | 0.00% | +9.0% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $361.88K | 0.00% | New |
| Member | Type | Date |
|---|---|---|
| Thomas R Carper | Buy | Apr 2, 2020 |
As of the latest SEC 13F filings, WELLINGTON MANAGEMENT GROUP LLP is the largest institutional holder of IWN with a position worth $72.00M, representing 0.01% of their portfolio. In total, 8 institutional investors hold IWN with a combined value of $172.20M.
In the most recent quarter, 1 fund opened a new position in IWN. Additionally, 6 increased their holdings and 1 reduced their positions.
Institutional investors hold $172.20M worth of IWN stock across 8 positions. The largest institutional holder is WELLINGTON MANAGEMENT GROUP LLP with $72.00M 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 IWN, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IWN positions.
Last Close
$208.75
2026-10-16
YTD
+15.3%
71% of 52-week range