ISHARES TR (IWV): Institutional Ownership
Hedge funds and institutional managers reporting a position in IWV. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
11
13F filers
Aggregate Value
$184.4M
Across holders
Last Price
$417.25
2026-06-26
Sector
GICS
Holder activity6 new3 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 289K | $107.0M | 58.0% | 0.3% | New | — | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 120K | $44.4M | 24.1% | 0.0% | Added | +$7.4M | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 42K | $15.8M | 8.6% | 0.1% | New | — | Q3 2025 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 28K | $9.3M | 5.0% | 0.0% | New | — | Q4 2024 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 8K | $3.0M | 1.6% | 0.0% | Added | +$534K | Q4 2025 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 7K | $2.6M | 1.4% | 0.0% | Added | +$2.3M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 3K | $959K | 0.5% | 0.0% | New | — | Q1 2025 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 2K | $582K | 0.3% | 0.0% | New | — | Q1 2024 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 1K | $513K | 0.3% | 0.0% | Reduced | $-4.7M | Q1 2026 |
| ICONIQ Capital, LLC CIK 0001569709 | Family Office | 603 | $224K | 0.1% | 0.0% | Unchanged | +$0 | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 195 | $75K | 0.0% | 0.0% | New | — | Q4 2025 |
New
Hedge Fund
$107.0M· 58.0% of total· 0.3% port· 289K sh· — QoQ· Q1 2026
Added
Hedge Fund
$44.4M· 24.1% of total· 0.0% port· 120K sh· +$7.4M QoQ· Q1 2026
New
Hedge Fund
$15.8M· 8.6% of total· 0.1% port· 42K sh· — QoQ· Q3 2025
New
Hedge Fund
$9.3M· 5.0% of total· 0.0% port· 28K sh· — QoQ· Q4 2024
Added
Hedge Fund
$3.0M· 1.6% of total· 0.0% port· 8K sh· +$534K QoQ· Q4 2025
Added
Hedge Fund
$2.6M· 1.4% of total· 0.0% port· 7K sh· +$2.3M QoQ· Q1 2026
New
Hedge Fund
$959K· 0.5% of total· 0.0% port· 3K sh· — QoQ· Q1 2025
New
Hedge Fund
$582K· 0.3% of total· 0.0% port· 2K sh· — QoQ· Q1 2024
Reduced
Hedge Fund
$513K· 0.3% of total· 0.0% port· 1K sh· $-4.7M QoQ· Q1 2026
Unchanged
Family Office
$224K· 0.1% of total· 0.0% port· 603 sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$75K· 0.0% of total· 0.0% port· 195 sh· — QoQ· Q4 2025