ISHARES TR (IDV): Institutional Ownership
Hedge funds and institutional managers reporting a position in IDV. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
7
13F filers
Aggregate Value
$17.7M
Across holders
Last Price
$41.37
2026-06-26
Sector
GICS
Holder activity3 new2 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 324K | $13.8M | 77.9% | 0.0% | Added | +$12.1M | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 56K | $2.4M | 13.4% | 0.0% | Added | +$617K | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 13K | $522K | 2.9% | 0.0% | New | — | Q4 2025 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 12K | $508K | 2.9% | 0.0% | New | — | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 9K | $347K | 2.0% | 0.0% | New | — | Q4 2025 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 4K | $151K | 0.8% | 0.0% | Reduced | $-7.9M | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 7 | $298 | 0.0% | 0.0% | Unchanged | +$0 | Q1 2026 |
Added
Hedge Fund
$13.8M· 77.9% of total· 0.0% port· 324K sh· +$12.1M QoQ· Q1 2026
Added
Hedge Fund
$2.4M· 13.4% of total· 0.0% port· 56K sh· +$617K QoQ· Q1 2026
New
Institutional Manager
$522K· 2.9% of total· 0.0% port· 13K sh· — QoQ· Q4 2025
New
Hedge Fund
$508K· 2.9% of total· 0.0% port· 12K sh· — QoQ· Q1 2026
New
Hedge Fund
$347K· 2.0% of total· 0.0% port· 9K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$151K· 0.8% of total· 0.0% port· 4K sh· $-7.9M QoQ· Q1 2026
Unchanged
Hedge Fund
$298· 0.0% of total· 0.0% port· 7 sh· +$0 QoQ· Q1 2026