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Of the 4 tracked institutions holding IYM, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +5.2pt. 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 4 tracked institutional investors we monitor, IYM (ISHARES TR) is held with a combined value of $5.35M across 30,413 shares. The largest holder is MILLENNIUM MANAGEMENT LLC with a position worth $4.05M. 2 funds opened new positions in the most recent quarter. 2 funds increased their holdings.
Total Institutional Value
$5.35M
Total Shares Held
30,413
Institutional Holders
4
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
None this quarter.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | MILLENNIUM MANAGEMENT LLC | $4.05M | 0.00% | New |
| 2 | FMR LLC | $796.75K | 0.00% | +21.3% |
| 3 | Fisher Asset Management, LLC | $366.44K | 0.00% | New |
| 4 | BlackRock, Inc. | $136.69K | 0.00% | +25.3% |
As of the latest SEC 13F filings, MILLENNIUM MANAGEMENT LLC is the largest institutional holder of IYM with a position worth $4.05M, representing 0.00% of their portfolio. In total, 4 institutional investors hold IYM with a combined value of $5.35M.
In the most recent quarter, 2 funds opened a new position in IYM. Additionally, 2 increased their holdings.
Institutional investors hold $5.35M worth of IYM stock across 4 positions. The largest institutional holder is MILLENNIUM MANAGEMENT LLC with $4.05M 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 IYM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IYM positions.
Last Close
$177.81
2026-07-27
YTD
+14.1%
78% of 52-week range