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Of the 7 tracked institutions holding IYR, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +4.5pt. 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, IYR (ISHARES TR) is held with a combined value of $284.16M across 3,005,060 shares. The largest holder is PRICE T ROWE ASSOCIATES INC /MD/ with a position worth $143.63M (0.02% of their portfolio). 3 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$284.16M
Total Shares Held
3,005,060
Institutional Holders
7
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $143.63M | 0.02% | -48.4% |
| 2 | BlackRock, Inc. | $60.34M | 0.00% | -0.1% |
| 3 | MILLENNIUM MANAGEMENT LLC | $48.77M | 0.02% | +41.7% |
| 4 | CITADEL ADVISORS LLC | $28.45M | 0.02% | -38.8% |
| 5 | FMR LLC | $2.13M | 0.00% | +4.3% |
| 6 | VANGUARD GROUP INC | $476.87K | 0.00% | - |
| 7 | AQR CAPITAL MANAGEMENT LLC | $361.64K | 0.00% | +22.7% |
As of the latest SEC 13F filings, PRICE T ROWE ASSOCIATES INC /MD/ is the largest institutional holder of IYR with a position worth $143.63M, representing 0.02% of their portfolio. In total, 7 institutional investors hold IYR with a combined value of $284.16M.
Institutional investors hold $284.16M worth of IYR stock across 7 positions. The largest institutional holder is PRICE T ROWE ASSOCIATES INC /MD/ with $143.63M 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 IYR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IYR positions.
Last Close
$106.64
2026-07-27
YTD
+14.3%
98% of 52-week range
