ISHARES TR (IWV): Ownership & Insider Activity
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
$235.3M
Across holders
Last Price
$435.11
2026-08-24
Sector
—
GICS
Quarterly fund activity6 increased3 reduced0 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 292K | $124.7M | 53.0% | 0.3% | Added | +$1.6M | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 150K | $63.9M | 27.1% | 0.0% | Added | +$61.5M | Q2 2026 |
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 74K | $31.7M | 13.5% | 0.0% | Reduced | $-23.4M | Q2 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 | Hedge Fund | 15K | $6.2M | 2.6% | 0.1% | Unchanged | +$0 | Q2 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 14K | $5.8M | 2.4% | 0.0% | Added | — | Q2 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 4K | $1.6M | 0.7% | 0.0% | Added | — | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 1K | $430K | 0.2% | 0.0% | Reduced | $-8.3M | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 673 | $287K | 0.1% | 0.0% | Reduced | $-303K | Q2 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 627 | $267K | 0.1% | 0.0% | Added | — | Q2 2026 |
| ICONIQ Capital, LLC CIK 0001569709 | Family Office | 603 | $257K | 0.1% | 0.0% | Unchanged | +$0 | Q2 2026 |
Added
Hedge Fund
$124.7M· 53.0% of total· 0.3% port· 292K sh· +$1.6M QoQ· Q2 2026
Added
Hedge Fund
$63.9M· 27.1% of total· 0.0% port· 150K sh· +$61.5M QoQ· Q2 2026
Reduced
Hedge Fund
$31.7M· 13.5% of total· 0.0% port· 74K sh· $-23.4M QoQ· Q2 2026
Unchanged
Hedge Fund
$6.2M· 2.6% of total· 0.1% port· 15K sh· +$0 QoQ· Q2 2026
Added
Hedge Fund
$5.8M· 2.4% of total· 0.0% port· 14K sh· — QoQ· Q2 2026
Added
Institutional Manager
$1.6M· 0.7% of total· 0.0% port· 4K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$430K· 0.2% of total· 0.0% port· 1K sh· $-8.3M QoQ· Q2 2026
Reduced
Hedge Fund
$287K· 0.1% of total· 0.0% port· 673 sh· $-303K QoQ· Q2 2026
Added
Hedge Fund
$267K· 0.1% of total· 0.0% port· 627 sh· — QoQ· Q2 2026
Unchanged
Family Office
$257K· 0.1% of total· 0.0% port· 603 sh· +$0 QoQ· Q2 2026
Added
Hedge Fund
$206K· 0.1% of total· 0.0% port· 482 sh· — QoQ· Q2 2026
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