- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 10 Feb 2025
- Managers listing it
- 23
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 12 listed it in both
- Shares listed
- 16,220,450
- combined, among listed positions
- Reported value
- $3.6bn
- combined, at the quarter end
Among the 94 comparable managers: 16 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 Q4 2024
23 of 23 holders
Largest increases and reductions, by shares
Increases
- Susquehanna International Group LLPexisting position · 7,572,862 shares now+3,456,306
- Soros Fund Management LLCnew position · 751,800 shares now+751,800
- Millennium Management LLCexisting position · 1,411,328 shares now+702,541
- AllianceBernstein LPexisting position · 1,079,970 shares now+511,699
- Rokos Capital Management LLPnew position · 171,280 shares now+171,280
Reductions
- Wellington Management Group LLPexisting position · 676,530 shares now-844,415
- Durable Capital Partners LPexisting position · 860,027 shares now-321,884
- Balyasny Asset Management LLCexisting position · 445,398 shares now-125,985
- Verition Fund Management LLCexisting position · 158,804 shares now-32,781
- Brevan Howard Capital Management LPexisting position · 32,247 shares now-11,027
New positions and exits
New (7)
Exited (1)
- Discovery Capital Management LLCwas $239k
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 →