- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 5 Feb 2026
- Managers listing it
- 29
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 16 listed it in both
- Shares listed
- 14,914,032
- combined, among listed positions
- Reported value
- $3.7bn
- combined, at the quarter end
Among the 92 comparable managers: 18 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,980,197.
Managers listing IWM in Q4 2025
29 of 29 holders
Largest increases and reductions, by shares
Increases
- Jane Street Group LLCexisting position · 1,921,255 shares now+1,794,172
- Tudor Investment Corpexisting position · 622,090 shares now+510,357
- Citadel Advisors LLCexisting position · 968,004 shares now+488,008
- D. E. Shaw & Co.existing position · 658,359 shares now+420,179
- Point72 Asset Management LPnew position · 298,955 shares now+298,955
Reductions
- Millennium Management LLCexisting position · 596,431 shares now-276,660
- Wellington Management Group LLPexisting position · 933,099 shares now-247,580
- Balyasny Asset Management LLCexisting position · 319,832 shares now-144,840
- Arrowstreet Capital LPexisting position · 32,095 shares now-111,381
- Verition Fund Management LLCexisting position · 25,197 shares now-67,063
New positions and exits
New (4)
Exited (3)
- Two Sigma Investments LPwas $53m
- Brevan Howard Capital Management LPwas $3.1m
- Man Group PLCwas $2.0m
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 →