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IWM in the 13F filings

iShares Inc · CUSIP 464287655

Sector · Funds and ETFs
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Sep 2024
the date the book describes
Filed
10 Feb 2025
latest of these filings; the earliest 13 Nov 2024
Managers listing it
15
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 11 listed it in both
Shares listed
10,284,560
combined, among listed positions
Reported value
$2.3bn
combined, at the quarter end

Among the 94 comparable managers: 8 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing IWM in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

15 of 15 holders

ActionFiling
Susquehanna International Group LLP4,116,556$909m0.16%Trimmed-53,79514 Nov 2024 (the filing on sec.gov)
Wellington Management Group LLP1,520,945$336m0.06%Added+496,70814 Nov 2024 (the filing on sec.gov)
Durable Capital Partners LP1,181,911$261m1.91%Newnew14 Nov 2024 (the filing on sec.gov)
Millennium Management LLC708,787$157m0.07%Added+34,59614 Nov 2024 (the filing on sec.gov)
Tudor Investment Corp686,581$152m0.55%Newnew14 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC571,383$126m0.21%Trimmed-458,63214 Nov 2024 (the filing on sec.gov)
AllianceBernstein LP568,271$126munder 0.1%Trimmed-214,60914 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.270,839$60m0.05%Trimmed-744,42914 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP270,588$60m0.13%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Verition Fund Management LLC191,585$42m0.21%Added+40,65214 Nov 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP133,640$30m0.12%Trimmed-82,12213 Nov 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP43,274$9.6m0.07%Trimmed-6,11714 Nov 2024 (the filing on sec.gov)
Polen Capital Management LLC13,381$3.0munder 0.1%Added+3,49310 Feb 2025 (the filing on sec.gov)
Moore Capital Management LP5,735$1.3munder 0.1%Trimmed-29,06514 Nov 2024 (the filing on sec.gov)
Discovery Capital Management LLC1,084$239kunder 0.1%Newnew13 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, 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.

New (3)

Exited (0)

No exit shown by a manager’s own filing.

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.
15 in Q3 2024 to 15 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IWM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20135$785mn.a.n.a.
Q3 20135$583mn.a.n.a.
Q4 20139$1.4bnn.a.n.a.
Q1 20145$1.3bnn.a.n.a.
Q2 20146$1.1bnn.a.n.a.
Q3 20146$2.2bnn.a.n.a.
Q4 20149$1.3bnn.a.n.a.
Q1 20154$648mn.a.n.a.
Q2 20153$888mn.a.n.a.
Q3 20153$492mn.a.n.a.
Q4 20157$626mn.a.n.a.
Q1 20169$598mn.a.n.a.
Q2 20165$250mn.a.n.a.
Q3 20166$277mn.a.n.a.
Q4 201612$746mn.a.n.a.
Q1 20178$401mn.a.n.a.
Q2 20177$379mn.a.n.a.
Q3 201710$639mn.a.n.a.
Q4 201712$959mn.a.n.a.
Q1 20187$579mn.a.n.a.
Q2 20187$549mn.a.n.a.
Q3 201810$901mn.a.n.a.
Q4 20188$437mn.a.n.a.
Q1 20199$674mn.a.n.a.
Q2 20199$948mn.a.n.a.
Q3 20198$979mn.a.n.a.
Q4 201913$1.6bnn.a.n.a.
Q1 202011$1.5bnn.a.n.a.
Q2 202013$2.8bnn.a.n.a.
Q3 202012$1.4bnn.a.n.a.
Q4 202010$2.7bnn.a.n.a.
Q1 20219$3.1bnn.a.n.a.
Q2 202110$3.2bnn.a.n.a.
Q3 202111$3.1bnn.a.n.a.
Q4 202112$3.1bnn.a.n.a.
Q1 202214$3.7bnn.a.n.a.
Q2 202211$3.2bnn.a.n.a.
Q3 202216$3.6bnn.a.n.a.
Q4 202221$3.4bnn.a.n.a.
Q1 202315$3.1bnn.a.n.a.
Q2 202317$2.8bnn.a.n.a.
Q3 202315$3.7bnn.a.n.a.
Q4 202318$4.5bn163
Q1 202420$4.6bn129
Q2 202417$2.6bn118
Q3 202415$2.3bn87
Q4 202423$3.6bn168
Q1 202518$3.9bn138
Q2 202522$4.8bn149
Q3 202518$2.6bn812
Q4 202521$3.6bn1812
Q1 202614$3.8bn1515
Q2 202615$4.7bn1318

Compare with…

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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 IWM, latest filings →Back to the 13F Explorer →