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Of the 4 tracked institutions holding IYT, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +8.4pt. 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, IYT (ISHARES TR) is held with a combined value of $8.00M across 107,288 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $6.33M. 3 funds opened new positions in the most recent quarter. 1 fund increased its holdings.
Total Institutional Value
$8.00M
Total Shares Held
107,288
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 | CITADEL ADVISORS LLC | $6.33M | 0.00% | New |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $1.10M | 0.00% | New |
| 3 | FMR LLC | $531.03K | 0.00% | +27.7% |
| 4 | BlackRock, Inc. | $37.30K | 0.00% | New |
| Member | Type | Date |
|---|---|---|
| John F Reed | Sell | Mar 9, 2018 |
| John F Reed | Buy | Jun 19, 2017 |
| John F Reed | Buy | Mar 6, 2017 |
| John F Reed | Buy | Oct 6, 2016 |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of IYT with a position worth $6.33M, representing 0.00% of their portfolio. In total, 4 institutional investors hold IYT with a combined value of $8.00M.
In the most recent quarter, 3 funds opened a new position in IYT. Additionally, 1 increased their holdings.
Institutional investors hold $8.00M worth of IYT stock across 4 positions. The largest institutional holder is CITADEL ADVISORS LLC with $6.33M 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 IYT, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IYT positions.
| John F Reed | Buy | Sep 12, 2016 |
| John F Reed | Buy | Sep 2, 2016 |
| John F Reed | Sell | Feb 20, 2015 |
Last Close
$89.21
2026-07-17
YTD
+19.1%
97% of 52-week range