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IWR Institutional Ownership & 13F Holders | SmartMoneyDB

IWRISHARES TR

RUS MID CAP ETF · CUSIP 464287499

Smart Money Ownership

Of the 7 tracked institutions holding IWR, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +7.7pt. 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 →

IWR (ISHARES TR) Institutional Ownership Summary

Among the 7 tracked institutional investors we monitor, IWR (ISHARES TR) is held with a combined value of $448.82M across 4,616,645 shares. The largest holder is FMR LLC with a position worth $397.54M (0.02% of their portfolio). 4 funds increased their holdings. 3 funds reduced their position.

Total Institutional Value

$448.82M

Total Shares Held

4,616,645

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

FMR LLC+1% shares~$3.2M AQR CAPITAL MANAGEMENT LLC+63% shares~$2.0M VANGUARD GROUP INC+1% shares~$64.9K Fisher Asset Management, LLC+5% shares~$18.5K

Biggest Sellers

13F Institutional Holders

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AQR CAPITAL MANAGEMENT LLC

RENAISSANCE TECHNOLOGIES LLC

0.00% of book-27.6%

$2.45M

Fisher Asset Management, LLC

0.00% of book+5.1%

$380.76K

#	Fund	Value↓	Shares	Portfolio %	Change
1	FMR LLC	$397.54M	4,088,657	0.02%	+0.8%
2	BlackRock, Inc.	$33.83M	347,973	0.00%	-12.2%
3	VANGUARD GROUP INC	$5.97M	61,973	0.00%	+1.1%
4	AQR CAPITAL MANAGEMENT LLC	$5.28M	54,326	0.00%	+62.5%
5	CITADEL ADVISORS LLC	$3.36M	34,600	0.00%	-7.2%
6	RENAISSANCE TECHNOLOGIES LLC	$2.45M	25,200	0.00%	-27.6%
7	Fisher Asset Management, LLC	$380.76K	3,916	0.00%	+5.1%

Frequently Asked Questions

Which institutional investors own the most IWR stock?

As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IWR with a position worth $397.54M, representing 0.02% of their portfolio. In total, 7 institutional investors hold IWR with a combined value of $448.82M.

What percentage of IWR is owned by institutional investors?

Institutional investors hold $448.82M worth of IWR stock across 7 positions. The largest institutional holder is FMR LLC with $397.54M in holdings.

What is a 13F filing and why does it matter for IWR?

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 IWR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track IWR institutional moves

Get notified when hedge funds change their IWR positions.