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Of the 5 tracked institutions holding IYE, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +8.3pt. 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 5 tracked institutional investors we monitor, IYE (ISHARES TR) is held with a combined value of $11.55M across 204,101 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $6.06M. 2 funds opened new positions in the most recent quarter. 2 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$11.55M
Total Shares Held
204,101
Institutional Holders
5
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $6.06M | 0.00% | New |
| 2 | BlackRock, Inc. | $3.10M | 0.00% | +58.9% |
| 3 | Point72 Asset Management, L.P. | $1.58M | 0.00% | New |
| 4 | FMR LLC | $439.95K | 0.00% | -4.3% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $375.34K | 0.00% | +15.6% |
| Member | Type | Date |
|---|---|---|
| Shelley M Capito | Sell | Apr 24, 2018 |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of IYE with a position worth $6.06M, representing 0.00% of their portfolio. In total, 5 institutional investors hold IYE with a combined value of $11.55M.
In the most recent quarter, 2 funds opened a new position in IYE. Additionally, 2 increased their holdings and 1 reduced their positions.
Institutional investors hold $11.55M worth of IYE stock across 5 positions. The largest institutional holder is CITADEL ADVISORS LLC with $6.06M 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 IYE, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IYE positions.
Last Close
$71.77
2026-10-16
YTD
+50.2%
100% of 52-week range
