IEZ (IEZ) Institutional Ownership Changes & 13F Activity
IEZ (IEZ) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2023). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Matrix Advisors Value Fund.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2023 | Renaissance Technologies LLC | Buy | 20,600 | 32,700 | $632 |
| Q4 2022 | Renaissance Technologies LLC | Sell | -4,900 | 12,100 | $257 |
| Q2 2022 | Renaissance Technologies LLC | Buy | 4,300 | 17,000 | $271 |
| Q4 2019 | Matrix Advisors Value Fund | Sell | -125,653 | 117,311 | $2,385 |
| Q4 2018 | Matrix Advisors Value Fund | Buy | 242,964 | 242,964 | $4,961 |
| Q4 2018 | Renaissance Technologies LLC | Buy | 12,700 | 12,700 | $259 |
Frequently asked questions about IEZ activity
Which institutional owners are buying IEZ?
Institutional owners buying IEZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IEZ activity?
"Buy" means an investor increased their reported position in IEZ compared to the prior reporting period. This reflects growing exposure to IEZ rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IEZ increasing?
Institutional interest in IEZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.