ISHARES TR (IWN): Institutional Ownership
Hedge funds and institutional managers reporting a position in IWN. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
15
13F filers
Aggregate Value
$70.6M
Across holders
Last Price
$221.43
2026-06-26
Sector
GICS
Holder activity7 new5 added2 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 109K | $20.7M | 29.3% | 0.0% | Reduced | $-2.7M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 69K | $13.1M | 18.5% | 0.0% | Added | +$6.2M | Q1 2026 |
| ARIEL INVESTMENTS, LLC CIK 0000936753 | Institutional Manager | 65K | $12.4M | 17.6% | 0.1% | Added | +$6.1M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 44K | $6.9M | 9.7% | 0.0% | New | — | Q2 2025 |
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 28K | $5.4M | 7.6% | 0.0% | Added | +$5.1M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 26K | $4.7M | 6.7% | 0.0% | New | — | Q4 2025 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 16K | $3.0M | 4.2% | 0.0% | Added | +$1.9M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 7K | $1.2M | 1.7% | 0.0% | New | — | Q4 2025 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 4K | $843K | 1.2% | 0.0% | Added | +$571K | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL CIK 0000807249 | Institutional Manager | 3K | $639K | 0.9% | 0.0% | Reduced | $-128K | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 3K | $554K | 0.8% | 0.0% | Unchanged | +$0 | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 3K | $527K | 0.7% | 0.0% | New | — | Q4 2024 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 3K | $477K | 0.7% | 0.0% | New | — | Q3 2025 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 2K | $252K | 0.4% | 0.1% | New | — | Q3 2021 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 78 | $14K | 0.0% | 0.0% | New | — | Q4 2025 |
Reduced
Hedge Fund
$20.7M· 29.3% of total· 0.0% port· 109K sh· $-2.7M QoQ· Q1 2026
Added
Hedge Fund
$13.1M· 18.5% of total· 0.0% port· 69K sh· +$6.2M QoQ· Q1 2026
Added
Institutional Manager
$12.4M· 17.6% of total· 0.1% port· 65K sh· +$6.1M QoQ· Q1 2026
New
Hedge Fund
$6.9M· 9.7% of total· 0.0% port· 44K sh· — QoQ· Q2 2025
Added
Hedge Fund
$5.4M· 7.6% of total· 0.0% port· 28K sh· +$5.1M QoQ· Q1 2026
New
Hedge Fund
$4.7M· 6.7% of total· 0.0% port· 26K sh· — QoQ· Q4 2025
Added
Hedge Fund
$3.0M· 4.2% of total· 0.0% port· 16K sh· +$1.9M QoQ· Q1 2026
New
Hedge Fund
$1.2M· 1.7% of total· 0.0% port· 7K sh· — QoQ· Q4 2025
Added
Hedge Fund
$843K· 1.2% of total· 0.0% port· 4K sh· +$571K QoQ· Q1 2026
Reduced
Institutional Manager
$639K· 0.9% of total· 0.0% port· 3K sh· $-128K QoQ· Q1 2026
Unchanged
Hedge Fund
$554K· 0.8% of total· 0.0% port· 3K sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$527K· 0.7% of total· 0.0% port· 3K sh· — QoQ· Q4 2024
New
Institutional Manager
$477K· 0.7% of total· 0.0% port· 3K sh· — QoQ· Q3 2025
New
Hedge Fund
$252K· 0.4% of total· 0.1% port· 2K sh· — QoQ· Q3 2021
New
Hedge Fund
$14K· 0.0% of total· 0.0% port· 78 sh· — QoQ· Q4 2025