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Of the 9 tracked institutions holding SCZ, 5 have a 3-year clone track record — 4 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.
Among the 9 tracked institutional investors we monitor, SCZ (ISHARES TR) is held with a combined value of $811.21M across 10,345,721 shares. The largest holder is FMR LLC with a position worth $366.47M (0.02% of their portfolio). 3 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$811.21M
Total Shares Held
10,345,721
Institutional Holders
9
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $366.47M | 0.02% | +72.3% |
| 2 | BlackRock, Inc. | $296.97M | 0.01% | +11.2% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $115.95M | 0.02% | +24.0% |
| 4 | CITADEL ADVISORS LLC | $22.55M | 0.02% | New |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $5.84M | 0.01% | +44.3% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $2.48M | 0.00% | +55.0% |
| 7 | Point72 Asset Management, L.P. | $396.05K | 0.00% | New |
| 8 | Grantham, Mayo, Van Otterloo & Co. LLC | $348.61K | 0.00% | -7.6% |
| 9 | Fisher Asset Management, LLC | $200.88K | 0.00% | New |
| Member | Type | Date |
|---|---|---|
| John Boozman | Buy | Apr 11, 2024 |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of SCZ with a position worth $366.47M, representing 0.02% of their portfolio. In total, 9 institutional investors hold SCZ with a combined value of $811.21M.
In the most recent quarter, 3 funds opened a new position in SCZ. Additionally, 5 increased their holdings and 1 reduced their positions.
Institutional investors hold $811.21M worth of SCZ stock across 9 positions. The largest institutional holder is FMR LLC with $366.47M 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 SCZ, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SCZ 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 →
Last Close
$82.65
2026-07-24
YTD
+7.2%
83% of 52-week range
