L3VLUP
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

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Susquehanna International Group LLP6,939,072$1.4bn0.24%Trimmed-633,79014 May 2025 (the filing on sec.gov)
Tudor Investment Corp3,736,913$745m2.48%Added+3,051,61915 May 2025 (the filing on sec.gov)
Citadel Advisors LLC1,528,286$305m0.06%Addedn.a.15 May 2025 (the filing on sec.gov)
Durable Capital Partners LP1,263,352$252m2.25%Added+403,32515 May 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP1,205,533$240m0.74%Added+975,53314 May 2025 (the filing on sec.gov)
Wellington Management Group LLP1,098,512$219munder 0.1%Added+421,98213 May 2025 (the filing on sec.gov)
Moore Capital Management LP810,400$162m3.34%Added+720,13312 Aug 2025 (the filing on sec.gov)
Millennium Management LLC804,618$161m0.09%Trimmed-606,71015 May 2025 (the filing on sec.gov)
Jane Street Group LLC803,526$160munder 0.1%Trimmed-703,80619 May 2025 (the filing on sec.gov)
AllianceBernstein LP562,339$112munder 0.1%Trimmed-517,63115 May 2025 (the filing on sec.gov)
Squarepoint Ops LLC430,382$86m0.10%Added+270,32127 Aug 2025 (the filing on sec.gov)
Eisler Capital Management Ltd200,383$40m0.28%Added+131,48314 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC181,110$36munder 0.1%Addedn.a.27 Oct 2026 (the filing on sec.gov)
Verition Fund Management LLC135,349$27m0.13%Trimmed-23,45515 May 2025 (the filing on sec.gov)
Quantbot Technologies LP20,355$4.1m0.13%Added+12,43613 May 2025 (the filing on sec.gov)
Polen Capital Management LLC10,362$2.1munder 0.1%Added+35512 May 2025 (the filing on sec.gov)
Caxton Associates LLP8,476$1.7m0.06%Added+8,20916 May 2025 (the filing on sec.gov)
Harris Associates LP533$106kunder 0.1%Newnew15 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, 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.

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…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

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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 →