ISHARES TR (IWF) — Hedge Fund Ownership Q4 2025
IWF
- ISHARES TR (IWF) is held by 4 of 82 tracked hedge funds, with Polen Capital Management (2%) and Wedgewood Partners (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- New position in IWF stock was initiated by Wedgewood Partners (1%).
- The biggest increases in IWF holdings came from Polen Capital Management (+241%) and Torray Investment Partners (+75%), highlighting conviction.
- 1 hedge fund exited IWF.
- Overall, hedge funds increased exposure to ISHARES TR (IWF) by +213% vs the prior quarter and +53% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Polen Capital Management
|
1.57% | 776K | +240.61% | +54.10% | $367.3M | $473.30 | — |
| 2 |
Wedgewood Partners David Rolfe
|
1.06% | 12K | NEW | +210.25% | $5.7M | $473.30 | — |
| 3 |
Matrix Asset Advisors David Katz
|
1.03% | 24K | +3.55% | +20.29% | $11.4M | $473.31 | — |
| 4 |
Torray Investment Partners Robert Torray
|
0.14% | 2K | +75.13% | +75.13% | $943,287 | $473.30 | — |
| — |
Mairs & Power
|
— | — | EXITED | — | — | — | — |
| 4 | Total | — | 814K | +212.75% | +53.50% | $385.4M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.