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Of the 7 tracked institutions holding IWV, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +3.9pt. 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 7 tracked institutional investors we monitor, IWV (ISHARES TR) is held with a combined value of $980.92M across 2,645,195 shares. The largest holder is BlackRock, Inc. with a position worth $667.20M (0.01% of their portfolio). Gotham Asset Management, LLC opened a new position in the most recent quarter. 3 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$980.92M
Total Shares Held
2,645,195
Institutional Holders
7
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $667.20M | 0.01% | +24.1% |
| 2 | FMR LLC | $143.80M | 0.01% | -1.6% |
| 3 | Gotham Asset Management, LLC | $106.99M | 0.33% | New |
| 4 | AQR CAPITAL MANAGEMENT LLC | $45.47M | 0.02% | +18.3% |
| 5 | VANGUARD GROUP INC | $9.60M | 0.00% | - |
| 6 | CITADEL ADVISORS LLC | $7.59M | 0.01% | +2700.0% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $284.00K | 0.00% | - |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of IWV with a position worth $667.20M, representing 0.01% of their portfolio. In total, 7 institutional investors hold IWV with a combined value of $980.92M.
In the most recent quarter, 1 fund opened a new position in IWV. Additionally, 3 increased their holdings and 1 reduced their positions.
Institutional investors hold $980.92M worth of IWV stock across 7 positions. The largest institutional holder is BlackRock, Inc. with $667.20M 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 IWV, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IWV positions.
Last Close
$421.97
2026-07-28
YTD
+9.3%
90% of 52-week range