Ishares Tr (IWM) — Hedge Fund Ownership Q1 2026
IWM
- Ishares Tr (IWM) is held by 2 of 82 tracked hedge funds, with Durable Capital Partners (3%) and Matrix Asset Advisors (0.2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in IWM holdings came from Durable Capital Partners (+962%), highlighting conviction.
- The biggest decreases in IWM holdings came from Matrix Asset Advisors (-0.4%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to Ishares Tr (IWM) by +869% vs the prior quarter and -19% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Durable Capital Partners Henry Ellenbogen
|
2.62% | 1.0M | +961.85% | -18.66% | $254.8M | $248.00 | — |
| 2 |
Matrix Asset Advisors David Katz
|
0.23% | 10K | -0.44% | -4.05% | $2.5M | $248.01 | — |
| 2 | Total | — | 1.0M | +869.07% | -18.54% | $257.4M | — | — |
* 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.