L3VLUP
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 Aug 2026
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 3 listed it in both
Shares listed
10,600,182
combined, among listed positions
Reported value
$4.3bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 8 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -471,436.

Managers listing IWB in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Fidelity (FMR LLC)9,942,793$4.1bn0.18%Trimmed-117,01713 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC238,849$98munder 0.1%Added+70,52214 Aug 2026 (the filing on sec.gov)
Millennium Management LLC209,766$86munder 0.1%Trimmed-312,15314 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC42,640$17munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC39,692$16munder 0.1%Trimmed-34,18527 Oct 2026 (the filing on sec.gov)
AllianceBernstein LP43,680$16munder 0.1%Trimmed-21114 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP30,680$13munder 0.1%Trimmed-91,44014 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc14,469$5.9munder 0.1%Added+21814 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC12,083$4.9munder 0.1%Trimmed-35,55914 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC8,324$3.4munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC6,753$2.8munder 0.1%Added+4,10913 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP5,792$2.4munder 0.1%Trimmed-23914 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp1,384$567kunder 0.1%Trimmed-6,36014 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP1,189$487kunder 0.1%Newnew12 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC803$329kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Invesco Ltd674$276kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors611$248kunder 0.1%Trimmed-72212 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

0246201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IWB by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20131$332kn.a.n.a.
Q3 20141$286mn.a.n.a.
Q4 20141$349mn.a.n.a.
Q1 20153$544mn.a.n.a.
Q2 20151$581mn.a.n.a.
Q3 20152$663mn.a.n.a.
Q4 20151$789mn.a.n.a.
Q1 20162$637mn.a.n.a.
Q2 20161$664mn.a.n.a.
Q3 20161$702mn.a.n.a.
Q4 20161$710mn.a.n.a.
Q1 20172$741mn.a.n.a.
Q2 20172$756mn.a.n.a.
Q3 20171$768mn.a.n.a.
Q4 20174$892mn.a.n.a.
Q1 20181$798mn.a.n.a.
Q2 20182$835mn.a.n.a.
Q3 20181$838mn.a.n.a.
Q4 20183$910mn.a.n.a.
Q1 20192$1.0bnn.a.n.a.
Q2 20192$1.0bnn.a.n.a.
Q3 20192$1.0bnn.a.n.a.
Q4 20192$1.1bnn.a.n.a.
Q1 20201$1.1bnn.a.n.a.
Q2 20201$1.6bnn.a.n.a.
Q3 20202$1.9bnn.a.n.a.
Q4 20201$2.1bnn.a.n.a.
Q1 20211$2.2bnn.a.n.a.
Q2 20211$2.3bnn.a.n.a.
Q3 20211$2.3bnn.a.n.a.
Q4 20212$2.5bnn.a.n.a.
Q1 20222$2.5bnn.a.n.a.
Q2 20222$2.5bnn.a.n.a.
Q3 20221$2.4bnn.a.n.a.
Q4 20221$2.6bnn.a.n.a.
Q1 20231$2.7bnn.a.n.a.
Q2 20232$3.0bnn.a.n.a.
Q3 20231$2.4bnn.a.n.a.
Q4 20233$2.8bn30
Q1 20244$3.0bn22
Q2 20245$3.3bn41
Q3 20244$3.2bn14
Q4 20244$4.1bn31
Q1 20253$3.1bn12
Q2 20253$3.5bn12
Q3 20252$3.7bn12
Q4 20253$3.8bn78
Q1 20264$3.8bn97
Q2 20262$4.1bn811

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

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How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IWB, latest filings →Back to the 13F Explorer →