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Of the 7 tracked institutions holding IYH, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +6.9pt. It's a gauge of who owns the name, not just how many.
Among the 7 tracked institutional investors we monitor, IYH (ISHARES TR) is held with a combined value of $6.83M across 110,763 shares. The largest holder is FMR LLC with a position worth $2.81M. 3 funds opened new positions in the most recent quarter. 4 funds increased their holdings.
Total Institutional Value
$6.83M
Total Shares Held
110,763
Institutional Holders
7
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $2.81M | 0.00% | +1.9% |
| 2 | CITADEL ADVISORS LLC | $2.30M | 0.00% | +4.6% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $479.87K | 0.00% | +3.3% |
| 4 | Point72 Asset Management, L.P. | $460.39K | 0.00% | New |
| 5 | Gotham Asset Management, LLC | $265.48K | 0.00% | New |
| 6 | BlackRock, Inc. | $254.07K | 0.00% | +4.9% |
| 7 | Fisher Asset Management, LLC | $253.75K | 0.00% | New |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IYH with a position worth $2.81M, representing 0.00% of their portfolio. In total, 7 institutional investors hold IYH with a combined value of $6.83M.
In the most recent quarter, 3 funds opened a new position in IYH. Additionally, 4 increased their holdings.
Institutional investors hold $6.83M worth of IYH stock across 7 positions. The largest institutional holder is FMR LLC with $2.81M 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 IYH, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IYH positions.
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 →
None this quarter.
Last Close
$69.21
2026-07-27
YTD
+6.5%
98% of 52-week range
