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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: +4.4pt. 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 $130.23M across 687,347 shares. The largest holder is FMR LLC with a position worth $33.57M. 6 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$130.23M
Total Shares Held
687,347
Institutional Holders
8
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $33.57M | 0.00% | +16.5% |
| 2 | BlackRock, Inc. | $26.43M | 0.00% | +6.1% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $25.86M | 0.00% | -19.1% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $20.72M | 0.01% | -11.4% |
| 5 | CITADEL ADVISORS LLC | $19.67M | 0.01% | +13.7% |
| 6 | VANGUARD GROUP INC | $1.89M | 0.00% | +6.1% |
| 7 | MILLENNIUM MANAGEMENT LLC | $1.25M | 0.00% | +67.4% |
| 8 | Gotham Asset Management, LLC | $842.73K | 0.00% | +210.2% |
| Member | Type | Date |
|---|---|---|
| Thomas R Carper | Buy | Apr 2, 2020 |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IWN with a position worth $33.57M, representing 0.00% of their portfolio. In total, 8 institutional investors hold IWN with a combined value of $130.23M.
Institutional investors hold $130.23M worth of IWN stock across 8 positions. The largest institutional holder is FMR LLC with $33.57M 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
$222.16
2026-07-27
YTD
+22.3%
97% of 52-week range
