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IWD

ISHARES TR
Latest close $2334 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
4
27 funds tracked
Ever held
7
Current + past
New this quarter
0
Exited this quarter
0

Marquee-fund ownership over time

Aug 15, 2016Aug 14, 2018May 14, 2025Feb 17, 2026
Now
4

Current holders

Sorted by tenure (longest first)
FundEntry priceLatest closeReturn on entry
Renaissance Technologies re-entered$172$233+35%
Millennium Management re-entered$189$233+23%
AQR Capital Management$190$233+22%
Two Sigma Investments re-entered$186$233+25%

“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.

Past holders

Funds that exited at some point
FundEntry → ExitReturn
Citadel Advisors 2× in & out→ $222+10%
D.E. Shaw 2× in & out→ $186-2%
JANA Partners 4× in & out+0%

Trade history

Every open→close lifecycle across tracked funds
FundOpen dateClose dateOpen priceClose price / currentReturn
Two Sigma InvestmentsQ1 2026open$222$233+5%
Citadel AdvisorsQ4 2025Q1 2026$203$222+10%
Millennium ManagementQ3 2025open$196$233+19%
Renaissance TechnologiesQ3 2025open$197$233+18%
Two Sigma InvestmentsQ2 2025Q3 2025$186$196+5%
D.E. ShawQ1 2025Q2 2025$190$186-2%
AQR Capital ManagementQ1 2025open$190$233+22%
Millennium ManagementQ4 2024Q1 2025$189$190+1%
Citadel AdvisorsQ3 2024Q3 2025$174$196+13%
D.E. ShawQ3 2024Q4 2024$174$189+9%
Renaissance TechnologiesQ3 2024Q2 2025$172$184+7%
JANA PartnersQ3 2018Q4 2018$0.00+0%
JANA PartnersQ1 2018Q2 2018$0.00+0%
JANA PartnersQ2 2017Q4 2017$0.00+0%
JANA PartnersQ3 2016Q4 2016$0.00+0%
Caveats
  • Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
  • Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
  • “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
  • Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
  • Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.