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Of the 4 tracked institutions holding IYZ, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +6.5pt. 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 4 tracked institutional investors we monitor, IYZ (ISHARES TR) is held with a combined value of $3.59M across 91,262 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $2.89M. Fisher Asset Management, LLC opened a new position in the most recent quarter. 2 funds increased their holdings.
Total Institutional Value
$3.59M
Total Shares Held
91,262
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 | $2.89M | 0.00% | +416.5% |
| 2 | Fisher Asset Management, LLC | $472.90K | 0.00% | New |
| 3 | FMR LLC | $156.43K | 0.00% | +15.9% |
| 4 | BlackRock, Inc. | $64.64K | 0.00% | - |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of IYZ with a position worth $2.89M, representing 0.00% of their portfolio. In total, 4 institutional investors hold IYZ with a combined value of $3.59M.
In the most recent quarter, 1 fund opened a new position in IYZ. Additionally, 2 increased their holdings.
Institutional investors hold $3.59M worth of IYZ stock across 4 positions. The largest institutional holder is CITADEL ADVISORS LLC with $2.89M 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 IYZ, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IYZ positions.
Last Close
$40.33
2026-07-27
YTD
+19.3%
68% of 52-week range
