- 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
17 of 17 holders
Largest increases and reductions, by shares
Increases
- AQR Capital Management LLCexisting position · 238,849 shares now+70,522
- Renaissance Technologies LLCnew position · 42,640 shares now+42,640
- Squarepoint Ops LLCnew position · 8,324 shares now+8,324
- Acadian Asset Management LLCexisting position · 6,753 shares now+4,109
- Quantbot Technologies LPnew position · 1,189 shares now+1,189
Reductions
- Millennium Management LLCexisting position · 209,766 shares now-312,153
- Fidelity (FMR LLC)existing position · 9,942,793 shares now-117,017
- Two Sigma Investments LPexisting position · 30,680 shares now-91,440
- Jane Street Group LLCexisting position · 12,083 shares now-35,559
- Neuberger Berman Group LLCexisting position · 39,692 shares now-34,185
New positions and exits
New (5)
Exited (2)
- D. E. Shaw & Co.was $723k
- ARK Investment Management LLCwas $0
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2013 | 1 | $332k | n.a. | n.a. |
| Q3 2014 | 1 | $286m | n.a. | n.a. |
| Q4 2014 | 1 | $349m | n.a. | n.a. |
| Q1 2015 | 3 | $544m | n.a. | n.a. |
| Q2 2015 | 1 | $581m | n.a. | n.a. |
| Q3 2015 | 2 | $663m | n.a. | n.a. |
| Q4 2015 | 1 | $789m | n.a. | n.a. |
| Q1 2016 | 2 | $637m | n.a. | n.a. |
| Q2 2016 | 1 | $664m | n.a. | n.a. |
| Q3 2016 | 1 | $702m | n.a. | n.a. |
| Q4 2016 | 1 | $710m | n.a. | n.a. |
| Q1 2017 | 2 | $741m | n.a. | n.a. |
| Q2 2017 | 2 | $756m | n.a. | n.a. |
| Q3 2017 | 1 | $768m | n.a. | n.a. |
| Q4 2017 | 4 | $892m | n.a. | n.a. |
| Q1 2018 | 1 | $798m | n.a. | n.a. |
| Q2 2018 | 2 | $835m | n.a. | n.a. |
| Q3 2018 | 1 | $838m | n.a. | n.a. |
| Q4 2018 | 3 | $910m | n.a. | n.a. |
| Q1 2019 | 2 | $1.0bn | n.a. | n.a. |
| Q2 2019 | 2 | $1.0bn | n.a. | n.a. |
| Q3 2019 | 2 | $1.0bn | n.a. | n.a. |
| Q4 2019 | 2 | $1.1bn | n.a. | n.a. |
| Q1 2020 | 1 | $1.1bn | n.a. | n.a. |
| Q2 2020 | 1 | $1.6bn | n.a. | n.a. |
| Q3 2020 | 2 | $1.9bn | n.a. | n.a. |
| Q4 2020 | 1 | $2.1bn | n.a. | n.a. |
| Q1 2021 | 1 | $2.2bn | n.a. | n.a. |
| Q2 2021 | 1 | $2.3bn | n.a. | n.a. |
| Q3 2021 | 1 | $2.3bn | n.a. | n.a. |
| Q4 2021 | 2 | $2.5bn | n.a. | n.a. |
| Q1 2022 | 2 | $2.5bn | n.a. | n.a. |
| Q2 2022 | 2 | $2.5bn | n.a. | n.a. |
| Q3 2022 | 1 | $2.4bn | n.a. | n.a. |
| Q4 2022 | 1 | $2.6bn | n.a. | n.a. |
| Q1 2023 | 1 | $2.7bn | n.a. | n.a. |
| Q2 2023 | 2 | $3.0bn | n.a. | n.a. |
| Q3 2023 | 1 | $2.4bn | n.a. | n.a. |
| Q4 2023 | 3 | $2.8bn | 3 | 0 |
| Q1 2024 | 4 | $3.0bn | 2 | 2 |
| Q2 2024 | 5 | $3.3bn | 4 | 1 |
| Q3 2024 | 4 | $3.2bn | 1 | 4 |
| Q4 2024 | 4 | $4.1bn | 3 | 1 |
| Q1 2025 | 3 | $3.1bn | 1 | 2 |
| Q2 2025 | 3 | $3.5bn | 1 | 2 |
| Q3 2025 | 2 | $3.7bn | 1 | 2 |
| Q4 2025 | 3 | $3.8bn | 7 | 8 |
| Q1 2026 | 4 | $3.8bn | 9 | 7 |
| Q2 2026 | 2 | $4.1bn | 8 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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 →