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IWY Institutional Ownership & 13F Holders | SmartMoneyDB

IWYISHARES TR

RUS TP200 GR ETF · CUSIP 464289438

Smart Money Ownership

Of the 6 tracked institutions holding IWY, 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 →

IWY (ISHARES TR) Institutional Ownership Summary

Among the 6 tracked institutional investors we monitor, IWY (ISHARES TR) is held with a combined value of $18.00M across 72,337 shares. The largest holder is FMR LLC with a position worth $7.96M. 5 funds increased their holdings. 1 fund reduced its position.

Total Institutional Value

$18.00M

Total Shares Held

72,337

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

RENAISSANCE TECHNOLOGIES LLC+2433% shares~$5.1M CITADEL ADVISORS LLC+88% shares~$920.7K FMR LLC+8% shares~$589.9K AQR CAPITAL MANAGEMENT LLC+42% shares~$466.8K BlackRock, Inc.+53% shares~$314.8K

13F Institutional Holders

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FMR LLC

0.00% of book+8.0%

$7.96M

RENAISSANCE TECHNOLOGIES LLC

0.01% of book+2433.3%

AQR CAPITAL MANAGEMENT LLC

Fisher Asset Management, LLC

0.00% of book-61.4%

$303.41K

#	Fund	Value↓	Shares	Portfolio %	Change
1	FMR LLC	$7.96M	32,003	0.00%	+8.0%
2	RENAISSANCE TECHNOLOGIES LLC	$5.30M	21,280	0.01%	+2433.3%
3	CITADEL ADVISORS LLC	$1.97M	7,900	0.00%	+88.1%
4	AQR CAPITAL MANAGEMENT LLC	$1.57M	6,300	0.00%	+42.4%
5	BlackRock, Inc.	$904.42K	3,635	0.00%	+53.4%
6	Fisher Asset Management, LLC	$303.41K	1,219	0.00%	-61.4%

Frequently Asked Questions

Which institutional investors own the most IWY stock?

As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IWY with a position worth $7.96M, representing 0.00% of their portfolio. In total, 6 institutional investors hold IWY with a combined value of $18.00M.

What percentage of IWY is owned by institutional investors?

Institutional investors hold $18.00M worth of IWY stock across 6 positions. The largest institutional holder is FMR LLC with $7.96M in holdings.

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

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

Track IWY institutional moves

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