ISHARES TR (IWM): Institutional Ownership
Hedge funds and institutional managers reporting a position in IWM. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
36
13F filers
Aggregate Value
$8.0B
Across holders
Last Price
$299.83
2026-06-26
Sector
GICS
Holder activity13 new8 added12 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 20.58M | $5.1B | 63.4% | 9.5% | Added | +$4.9B | Q1 2026 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 5.70M | $1.2B | 15.3% | 3.0% | New | — | Q2 2025 |
| Durable Capital Partners LP CIK 0001798849 | Hedge Fund | 1.03M | $254.8M | 3.2% | 2.6% | Added | +$230.8M | Q1 2026 |
| Davidson Kempner Capital Management LP CIK 0001595082 | Hedge Fund | 1.00M | $248.0M | 3.1% | 3.4% | Unchanged | +$0 | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 809K | $200.6M | 2.5% | 0.3% | Reduced | $-1.2B | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 800K | $198.4M | 2.5% | 0.2% | New | — | Q1 2026 |
| Eisler Capital (UK) Ltd. CIK 0001849486 | Hedge Fund | 535K | $118.2M | 1.5% | 0.5% | Reduced | $-16.3M | Q3 2024 |
| GLENVIEW CAPITAL MANAGEMENT LLC CIK 0001138995 | Hedge Fund | 375K | $93.0M | 1.2% | 2.3% | New | — | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 300K | $74.4M | 0.9% | 0.0% | Reduced | $-5.3B | Q1 2026 |
| SOROS FUND MANAGEMENT LLC CIK 0001029160 | Family Office | 300K | $64.7M | 0.8% | 0.8% | New | — | Q2 2025 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 252K | $62.5M | 0.8% | 0.1% | Added | +$38.7M | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 250K | $62.0M | 0.8% | 0.4% | Unchanged | +$0 | Q1 2026 |
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 218K | $53.9M | 0.7% | 0.2% | Reduced | $-1.9M | Q1 2026 |
| OAKTREE CAPITAL MANAGEMENT LP CIK 0000949509 | Hedge Fund | 220K | $53.2M | 0.7% | 0.8% | New | — | Q3 2025 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 192K | $47.6M | 0.6% | 0.2% | Reduced | $-29.9M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 159K | $39.4M | 0.5% | 0.0% | Reduced | $-5.2M | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 116K | $28.6M | 0.4% | 0.3% | New | — | Q4 2025 |
| Duquesne Family Office LLC CIK 0001536411 | Family Office | 79K | $19.6M | 0.2% | 0.6% | Reduced | $-36.5M | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 80K | $19.5M | 0.2% | 0.2% | Added | +$19.1M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 92K | $17.2M | 0.2% | 0.0% | New | — | Q2 2023 |
Added
Hedge Fund
$5.1B· 63.4% of total· 9.5% port· 20.58M sh· +$4.9B QoQ· Q1 2026
New
Hedge Fund
$1.2B· 15.3% of total· 3.0% port· 5.70M sh· — QoQ· Q2 2025
Added
Hedge Fund
$254.8M· 3.2% of total· 2.6% port· 1.03M sh· +$230.8M QoQ· Q1 2026
Unchanged
Hedge Fund
$248.0M· 3.1% of total· 3.4% port· 1.00M sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$200.6M· 2.5% of total· 0.3% port· 809K sh· $-1.2B QoQ· Q1 2026
New
Hedge Fund
$198.4M· 2.5% of total· 0.2% port· 800K sh· — QoQ· Q1 2026
Reduced
Hedge Fund
$118.2M· 1.5% of total· 0.5% port· 535K sh· $-16.3M QoQ· Q3 2024
New
Hedge Fund
$93.0M· 1.2% of total· 2.3% port· 375K sh· — QoQ· Q1 2026
Reduced
Hedge Fund
$74.4M· 0.9% of total· 0.0% port· 300K sh· $-5.3B QoQ· Q1 2026
New
Family Office
$64.7M· 0.8% of total· 0.8% port· 300K sh· — QoQ· Q2 2025
Added
Hedge Fund
$62.5M· 0.8% of total· 0.1% port· 252K sh· +$38.7M QoQ· Q1 2026
Unchanged
Hedge Fund
$62.0M· 0.8% of total· 0.4% port· 250K sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$53.9M· 0.7% of total· 0.2% port· 218K sh· $-1.9M QoQ· Q1 2026
New
Hedge Fund
$53.2M· 0.7% of total· 0.8% port· 220K sh· — QoQ· Q3 2025
Reduced
Hedge Fund
$47.6M· 0.6% of total· 0.2% port· 192K sh· $-29.9M QoQ· Q1 2026
Reduced
Hedge Fund
$39.4M· 0.5% of total· 0.0% port· 159K sh· $-5.2M QoQ· Q1 2026
New
Hedge Fund
$28.6M· 0.4% of total· 0.3% port· 116K sh· — QoQ· Q4 2025
Reduced
Family Office
$19.6M· 0.2% of total· 0.6% port· 79K sh· $-36.5M QoQ· Q1 2026
Added
Hedge Fund
$19.5M· 0.2% of total· 0.2% port· 80K sh· +$19.1M QoQ· Q1 2026
New
Hedge Fund
$17.2M· 0.2% of total· 0.0% port· 92K sh· — QoQ· Q2 2023
Reduced
Hedge Fund
$15.1M· 0.2% of total· 0.1% port· 61K sh· $-232.9M QoQ· Q1 2026
Added
Hedge Fund
$10.4M· 0.1% of total· 0.0% port· 42K sh· +$1.7M QoQ· Q1 2026
Reduced
Hedge Fund
$8.3M· 0.1% of total· 0.2% port· 33K sh· $-120.7M QoQ· Q1 2026
New
Hedge Fund
$4.3M· 0.1% of total· 0.4% port· 18K sh· — QoQ· Q3 2025
Added
Hedge Fund
$3.7M· 0.0% of total· 0.0% port· 15K sh· +$285K QoQ· Q1 2026
Added
Hedge Fund
$2.7M· 0.0% of total· 0.1% port· 683K sh· +$2.2M QoQ· Q1 2026
Reduced
Hedge Fund
$2.5M· 0.0% of total· 0.0% port· 10K sh· $-12.4M QoQ· Q1 2026
New
Hedge Fund
$2.0M· 0.0% of total· 0.0% port· 8K sh· — QoQ· Q3 2025
Reduced
Institutional Manager
$1.7M· 0.0% of total· 0.0% port· 7K sh· $-771K QoQ· Q1 2026
Added
Hedge Fund
$1.3M· 0.0% of total· 0.0% port· 5K sh· +$1.1M QoQ· Q1 2026
New
Hedge Fund
$1.2M· 0.0% of total· 0.0% port· 5K sh· — QoQ· Q1 2026
New
Hedge Fund
$1.0M· 0.0% of total· 0.3% port· 5K sh· — QoQ· Q3 2021
Reduced
Institutional Manager
$698K· 0.0% of total· 0.0% port· 3K sh· $-1.2M QoQ· Q1 2026
New
Hedge Fund
$357K· 0.0% of total· 0.0% port· 1K sh· — QoQ· Q1 2026
Unchanged
Institutional Manager
$132K· 0.0% of total· 0.0% port· 533 sh· +$0 QoQ· Q1 2026
New
Institutional Manager
$0· 0.0% of total· 0.0% port· 200K sh· — QoQ· Q1 2026
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