- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Aug 2025
- latest of these filings; the earliest 12 Aug 2025
- Managers listing it
- 22
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 13 listed it in both
- Shares listed
- 22,020,986
- combined, among listed positions
- Reported value
- $4.8bn
- combined, at the quarter end
Among the 95 comparable managers: 14 buyers (opened or added shares) and 9 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 Q2 2025
22 of 22 holders
Largest increases and reductions, by shares
Increases
- Holocene Advisors LPnew position · 5,700,000 shares now+5,700,000
- Durable Capital Partners LPexisting position · 2,596,668 shares now+1,333,316
- Two Sigma Investments LPnew position · 677,611 shares now+677,611
- AllianceBernstein LPexisting position · 933,568 shares now+371,229
- Starboard Value LPnew position · 340,000 shares now+340,000
Reductions
- Tudor Investment Corpexisting position · 213,440 shares now-3,523,473
- Susquehanna International Group LLPexisting position · 4,730,511 shares now-2,208,561
- Citadel Advisors LLCexisting position · 747,937 shares now-780,349
- Moore Capital Management LPexisting position · 151,080 shares now-659,320
- Eisler Capital Management Ltdexisting position · 26,296 shares now-174,087
New positions and exits
New (5)
Exited (1)
- Polen Capital Management LLCwas $2.1m
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 →