L3VLUP
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

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Susquehanna International Group LLP3,896,398$959m0.11%Added+25,74217 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,192,832$540munder 0.1%Added+18,52817 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC1,921,255$473m0.07%Added+1,794,17212 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC968,004$238munder 0.1%Added+488,00817 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP933,099$230munder 0.1%Trimmed-247,58017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP898,493$221m0.07%Trimmed-23,11917 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.658,359$162m0.09%Added+420,17917 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp622,090$153m0.28%Added+510,35717 Feb 2026 (the filing on sec.gov)
Millennium Management LLC596,431$147m0.06%Trimmed-276,66017 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC319,832$79m0.10%Trimmed-144,84017 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP301,844$74m0.07%Added+46,31313 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP298,955$74m0.08%Newnew17 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP225,000$55m0.18%Added+180,33413 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC189,819$47m0.14%Added+101,38313 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC180,072$44munder 0.1%Added+15,10527 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC178,129$44munder 0.1%Added+14,17617 Feb 2026 (the filing on sec.gov)
Starboard Value LP137,000$34m0.64%Held017 Feb 2026 (the filing on sec.gov)
Durable Capital Partners LP96,776$24m0.23%Newnew17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC83,717$21munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Moore Capital Management LP79,896$20m0.28%Trimmed-39,13817 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP32,095$7.9munder 0.1%Trimmed-111,38113 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC25,197$6.2munder 0.1%Trimmed-67,06313 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP25,044$6.2m0.21%Added+6,15910 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc22,397$5.5munder 0.1%Added+10,45917 Feb 2026 (the filing on sec.gov)
Invesco Ltd18,988$4.7munder 0.1%Newnew19 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 →