ISHARES TR (IWO): Institutional Ownership
Hedge funds and institutional managers reporting a position in IWO. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
13
13F filers
Aggregate Value
$31.7M
Across holders
Last Price
$388.31
2026-06-26
Sector
GICS
Holder activity7 new2 added2 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 45K | $14.4M | 45.4% | 0.0% | Reduced | $-14.8M | Q3 2025 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 11K | $3.7M | 11.7% | 0.0% | Added | +$3.4M | Q4 2025 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 11K | $3.4M | 10.7% | 0.0% | Reduced | $-625K | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 10K | $3.0M | 9.6% | 0.0% | Added | +$753K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 10K | $2.5M | 8.0% | 0.0% | New | — | Q2 2024 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 7K | $2.2M | 7.0% | 0.0% | Unchanged | +$0 | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 3K | $864K | 2.7% | 0.0% | New | — | Q4 2025 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 1K | $439K | 1.4% | 0.0% | New | — | Q3 2025 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 1K | $378K | 1.2% | 0.0% | New | — | Q4 2025 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 1K | $353K | 1.1% | 0.1% | New | — | Q3 2021 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 891 | $253K | 0.8% | 0.0% | New | — | Q3 2024 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 426 | $134K | 0.4% | 0.0% | Unchanged | +$0 | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 43 | $12K | 0.0% | 0.0% | New | — | Q2 2025 |
Reduced
Hedge Fund
$14.4M· 45.4% of total· 0.0% port· 45K sh· $-14.8M QoQ· Q3 2025
Added
Hedge Fund
$3.7M· 11.7% of total· 0.0% port· 11K sh· +$3.4M QoQ· Q4 2025
Reduced
Hedge Fund
$3.4M· 10.7% of total· 0.0% port· 11K sh· $-625K QoQ· Q1 2026
Added
Hedge Fund
$3.0M· 9.6% of total· 0.0% port· 10K sh· +$753K QoQ· Q1 2026
New
Hedge Fund
$2.5M· 8.0% of total· 0.0% port· 10K sh· — QoQ· Q2 2024
Unchanged
Hedge Fund
$2.2M· 7.0% of total· 0.0% port· 7K sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$864K· 2.7% of total· 0.0% port· 3K sh· — QoQ· Q4 2025
New
Institutional Manager
$439K· 1.4% of total· 0.0% port· 1K sh· — QoQ· Q3 2025
New
Hedge Fund
$378K· 1.2% of total· 0.0% port· 1K sh· — QoQ· Q4 2025
New
Hedge Fund
$353K· 1.1% of total· 0.1% port· 1K sh· — QoQ· Q3 2021
New
Hedge Fund
$253K· 0.8% of total· 0.0% port· 891 sh· — QoQ· Q3 2024
Unchanged
Hedge Fund
$134K· 0.4% of total· 0.0% port· 426 sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$12K· 0.0% of total· 0.0% port· 43 sh· — QoQ· Q2 2025