- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 12 May 2026
- Managers listing it
- 27
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 17 listed it in both
- Shares listed
- 16,800,113
- combined, among listed positions
- Reported value
- $4.2bn
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 15 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,886,081.
Managers listing IWM in Q1 2026
27 of 27 holders
Largest increases and reductions, by shares
Increases
- Jane Street Group LLCexisting position · 2,984,479 shares now+1,063,224
- Durable Capital Partners LPexisting position · 1,027,614 shares now+930,838
- Fidelity (FMR LLC)existing position · 2,933,912 shares now+741,080
- Susquehanna International Group LLPexisting position · 4,358,760 shares now+462,362
- D. E. Shaw & Co.existing position · 1,108,036 shares now+449,677
Reductions
- Tudor Investment Corpexisting position · 9,559 shares now-612,531
- AllianceBernstein LPexisting position · 544,591 shares now-353,902
- Citadel Advisors LLCexisting position · 641,228 shares now-326,776
- Point72 Asset Management LPexisting position · 148,474 shares now-150,481
- Invesco Ltdexisting position · 2,377 shares now-16,611
New positions and exits
New (3)
Exited (5)
- Balyasny Asset Management LLCwas $79m
- Marshall Wace LLPwas $74m
- Starboard Value LPwas $34m
- Squarepoint Ops LLCwas $21m
- Moore Capital Management LPwas $20m
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 →