- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 12 May 2025
- Managers listing it
- 18
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 15 listed it in both
- Shares listed
- 19,739,501
- combined, among listed positions
- Reported value
- $3.9bn
- combined, at the quarter end
Among the 95 comparable managers: 13 buyers (opened or added shares) and 8 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 Q1 2025
18 of 18 holders
Largest increases and reductions, by shares
Increases
- Tudor Investment Corpexisting position · 3,736,913 shares now+3,051,619
- Hudson Bay Capital Management LPexisting position · 1,205,533 shares now+975,533
- Moore Capital Management LPexisting position · 810,400 shares now+720,133
- Wellington Management Group LLPexisting position · 1,098,512 shares now+421,982
- Durable Capital Partners LPexisting position · 1,263,352 shares now+403,325
Reductions
- Jane Street Group LLCexisting position · 803,526 shares now-703,806
- Susquehanna International Group LLPexisting position · 6,939,072 shares now-633,790
- Millennium Management LLCexisting position · 804,618 shares now-606,710
- AllianceBernstein LPexisting position · 562,339 shares now-517,631
- Verition Fund Management LLCexisting position · 135,349 shares now-23,455
New positions and exits
New (1)
- Harris Associates LP$106k
Exited (3)
- Soros Fund Management LLCwas $166m
- Rokos Capital Management LLPwas $38m
- Davidson Kempner Capital Management LPwas $12m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 5 | $785m | n.a. | n.a. |
| Q3 2013 | 5 | $583m | n.a. | n.a. |
| Q4 2013 | 9 | $1.4bn | n.a. | n.a. |
| Q1 2014 | 5 | $1.3bn | n.a. | n.a. |
| Q2 2014 | 6 | $1.1bn | n.a. | n.a. |
| Q3 2014 | 6 | $2.2bn | n.a. | n.a. |
| Q4 2014 | 9 | $1.3bn | n.a. | n.a. |
| Q1 2015 | 4 | $648m | n.a. | n.a. |
| Q2 2015 | 3 | $888m | n.a. | n.a. |
| Q3 2015 | 3 | $492m | n.a. | n.a. |
| Q4 2015 | 7 | $626m | n.a. | n.a. |
| Q1 2016 | 9 | $598m | n.a. | n.a. |
| Q2 2016 | 5 | $250m | n.a. | n.a. |
| Q3 2016 | 6 | $277m | n.a. | n.a. |
| Q4 2016 | 12 | $746m | n.a. | n.a. |
| Q1 2017 | 8 | $401m | n.a. | n.a. |
| Q2 2017 | 7 | $379m | n.a. | n.a. |
| Q3 2017 | 10 | $639m | n.a. | n.a. |
| Q4 2017 | 12 | $959m | n.a. | n.a. |
| Q1 2018 | 7 | $579m | n.a. | n.a. |
| Q2 2018 | 7 | $549m | n.a. | n.a. |
| Q3 2018 | 10 | $901m | n.a. | n.a. |
| Q4 2018 | 8 | $437m | n.a. | n.a. |
| Q1 2019 | 9 | $674m | n.a. | n.a. |
| Q2 2019 | 9 | $948m | n.a. | n.a. |
| Q3 2019 | 8 | $979m | n.a. | n.a. |
| Q4 2019 | 13 | $1.6bn | n.a. | n.a. |
| Q1 2020 | 11 | $1.5bn | n.a. | n.a. |
| Q2 2020 | 13 | $2.8bn | n.a. | n.a. |
| Q3 2020 | 12 | $1.4bn | n.a. | n.a. |
| Q4 2020 | 10 | $2.7bn | n.a. | n.a. |
| Q1 2021 | 9 | $3.1bn | n.a. | n.a. |
| Q2 2021 | 10 | $3.2bn | n.a. | n.a. |
| Q3 2021 | 11 | $3.1bn | n.a. | n.a. |
| Q4 2021 | 12 | $3.1bn | n.a. | n.a. |
| Q1 2022 | 14 | $3.7bn | n.a. | n.a. |
| Q2 2022 | 11 | $3.2bn | n.a. | n.a. |
| Q3 2022 | 16 | $3.6bn | n.a. | n.a. |
| Q4 2022 | 21 | $3.4bn | n.a. | n.a. |
| Q1 2023 | 15 | $3.1bn | n.a. | n.a. |
| Q2 2023 | 17 | $2.8bn | n.a. | n.a. |
| Q3 2023 | 15 | $3.7bn | n.a. | n.a. |
| Q4 2023 | 18 | $4.5bn | 16 | 3 |
| Q1 2024 | 20 | $4.6bn | 12 | 9 |
| Q2 2024 | 17 | $2.6bn | 11 | 8 |
| Q3 2024 | 15 | $2.3bn | 8 | 7 |
| Q4 2024 | 23 | $3.6bn | 16 | 8 |
| Q1 2025 | 18 | $3.9bn | 13 | 8 |
| Q2 2025 | 22 | $4.8bn | 14 | 9 |
| Q3 2025 | 18 | $2.6bn | 8 | 12 |
| Q4 2025 | 21 | $3.6bn | 18 | 12 |
| Q1 2026 | 14 | $3.8bn | 15 | 15 |
| Q2 2026 | 15 | $4.7bn | 13 | 18 |
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 IWM, latest filings →Back to the 13F Explorer →