ISHARES TR (IVE): Institutional Ownership
Hedge funds and institutional managers reporting a position in IVE. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
10
13F filers
Aggregate Value
$109.6M
Across holders
Last Price
$226.52
2026-06-26
Sector
GICS
Holder activity3 new4 added3 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 313K | $66.3M | 60.5% | 0.1% | Reduced | $-3.1M | Q4 2025 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 49K | $10.4M | 9.5% | 0.0% | Added | +$10.4M | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 48K | $10.2M | 9.3% | 0.2% | Added | +$10.1M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 44K | $6.9M | 6.3% | 0.0% | New | — | Q1 2022 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 32K | $6.7M | 6.1% | 0.0% | New | — | Q4 2025 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 14K | $3.0M | 2.8% | 0.0% | New | — | Q4 2025 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 10K | $2.2M | 2.0% | 0.0% | Reduced | $-99K | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 9K | $1.9M | 1.8% | 0.0% | Added | +$498K | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 6K | $1.2M | 1.1% | 0.0% | Added | +$84K | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 3K | $686K | 0.6% | 0.0% | Reduced | $-823K | Q1 2026 |
Reduced
Hedge Fund
$66.3M· 60.5% of total· 0.1% port· 313K sh· $-3.1M QoQ· Q4 2025
Added
Hedge Fund
$10.4M· 9.5% of total· 0.0% port· 49K sh· +$10.4M QoQ· Q1 2026
Added
Hedge Fund
$10.2M· 9.3% of total· 0.2% port· 48K sh· +$10.1M QoQ· Q1 2026
New
Hedge Fund
$6.9M· 6.3% of total· 0.0% port· 44K sh· — QoQ· Q1 2022
New
Hedge Fund
$6.7M· 6.1% of total· 0.0% port· 32K sh· — QoQ· Q4 2025
New
Hedge Fund
$3.0M· 2.8% of total· 0.0% port· 14K sh· — QoQ· Q4 2025
Reduced
Institutional Manager
$2.2M· 2.0% of total· 0.0% port· 10K sh· $-99K QoQ· Q1 2026
Added
Hedge Fund
$1.9M· 1.8% of total· 0.0% port· 9K sh· +$498K QoQ· Q1 2026
Added
Hedge Fund
$1.2M· 1.1% of total· 0.0% port· 6K sh· +$84K QoQ· Q1 2026
Reduced
Hedge Fund
$686K· 0.6% of total· 0.0% port· 3K sh· $-823K QoQ· Q1 2026