ISHARES TR (IWB): Institutional Ownership
Hedge funds and institutional managers reporting a position in IWB. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
13
13F filers
Aggregate Value
$175.1M
Across holders
Last Price
$400.20
2026-06-26
Sector
GICS
Holder activity3 new6 added3 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 155K | $55.3M | 31.6% | 0.0% | Added | +$50.7M | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 128K | $45.6M | 26.0% | 0.1% | Added | +$42.8M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 122K | $43.5M | 24.9% | 0.0% | Added | +$18.1M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 39K | $14.5M | 8.3% | 0.0% | Added | +$8.3M | Q4 2025 |
| ICONIQ Capital, LLC CIK 0001569709 | Family Office | 13K | $4.7M | 2.7% | 0.1% | Unchanged | +$0 | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 10K | $3.5M | 2.0% | 0.0% | Reduced | $-749K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 8K | $2.8M | 1.6% | 0.0% | Reduced | $-8.6M | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 5K | $1.8M | 1.0% | 0.0% | Reduced | $-483K | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 3K | $961K | 0.5% | 0.0% | New | — | Q4 2025 |
| Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 | Institutional Manager | 2K | $648K | 0.4% | 0.0% | New | — | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 2K | $603K | 0.3% | 0.0% | New | — | Q1 2024 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 2K | $579K | 0.3% | 0.0% | Added | +$113K | Q1 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 1K | $535K | 0.3% | 0.0% | Added | +$129K | Q1 2026 |
Added
Hedge Fund
$55.3M· 31.6% of total· 0.0% port· 155K sh· +$50.7M QoQ· Q1 2026
Added
Hedge Fund
$45.6M· 26.0% of total· 0.1% port· 128K sh· +$42.8M QoQ· Q1 2026
Added
Hedge Fund
$43.5M· 24.9% of total· 0.0% port· 122K sh· +$18.1M QoQ· Q1 2026
Added
Hedge Fund
$14.5M· 8.3% of total· 0.0% port· 39K sh· +$8.3M QoQ· Q4 2025
Unchanged
Family Office
$4.7M· 2.7% of total· 0.1% port· 13K sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$3.5M· 2.0% of total· 0.0% port· 10K sh· $-749K QoQ· Q1 2026
Reduced
Hedge Fund
$2.8M· 1.6% of total· 0.0% port· 8K sh· $-8.6M QoQ· Q1 2026
Reduced
Institutional Manager
$1.8M· 1.0% of total· 0.0% port· 5K sh· $-483K QoQ· Q1 2026
New
Hedge Fund
$961K· 0.5% of total· 0.0% port· 3K sh· — QoQ· Q4 2025
New
Institutional Manager
$648K· 0.4% of total· 0.0% port· 2K sh· — QoQ· Q1 2026
New
Hedge Fund
$603K· 0.3% of total· 0.0% port· 2K sh· — QoQ· Q1 2024
Added
Hedge Fund
$579K· 0.3% of total· 0.0% port· 2K sh· +$113K QoQ· Q1 2026
Added
Hedge Fund
$535K· 0.3% of total· 0.0% port· 1K sh· +$129K QoQ· Q1 2026