Which hedge funds own IJH? ISHARES TR, Q2 2026 13F holders
20 of the hedge funds tracked by WhaleCreep disclosed a position in IJH (ISHARES TR) in their Q2 2026 13F filings, worth $849.7m in total. The largest holder by portfolio weight is Starboard Value LP at 15.1% of its book. 9 managers opened a new position this quarter: III Capital Management, Prelude Capital Management, LLC, Port Capital LLC, Tudor Investment Corp ET AL. 5 exited: Angeles Investment Advisors, LLC, Debussy Capital Management LP, Greenland Capital Management LP.
Who discovered IJH first?
Earliest meaningful positions among the 11 tracked managers we observed opening IJH since Q1 2008.
1 Starboard Value LP First reported Q4 2024 High conviction 4.5%initial weight · $247.1m 15.1%still holding · 7q +24%stock since Q4 2024
Weight of Starboard Value LP's 13F book in IJH, by quarter
- 15.1% peak weight, Q2 2026
- $684.6m peak reported value
- 7 quarters held
- 6q before the median tracked entry
The stock's split-adjusted price moved +24% from Q4 2024 to Q2 2026.
15 managers already held IJH when our coverage of them began
Kopp Family Office, LLC (Q1 2026), Lowe Brockenbrough & CO INC (Q1 2026), Rothschild Capital Partners, LLC (Q1 2026), Okabena Investment Services INC (Q1 2026), Cva Family Office, LLC (Q1 2026), Y-Intercept (Hong Kong) LTD (Q1 2026), Pin Oak Investment Advisors INC (Q1 2026), Edgestream Partners, L.P. (Q1 2026), Aqr Capital Management LLC (Q1 2026), Corient IA LP (Q1 2026), Angeles Investment Advisors, LLC (Q1 2026), Debussy Capital Management LP (Q1 2026), Greenland Capital Management LP (Q1 2026), SummitTX Capital, L.P. (Q1 2026), Trexquant Investment LP (Q1 2026).
Their first filing on record already includes IJH, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
- Early holdersQ1 2008 – Q4 20253 new tracked holders · 1.5% of tracked managers holding at the end
- Emerging interestQ1 2026 – now8 new tracked holders · 1.7% of tracked managers holding now
Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q4 2024 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.
How this is calculated
13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.
A manager is ranked only if we observed it filing, without IJH, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.
Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding IJH passed one third and two thirds of its peak.
Which hedge funds hold IJH? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Starboard Value LP | Q2 2026 | 15.1% | $684.6m | 8,877,781 | 52% | added |
| Kopp Family Office, LLC | Q2 2026 | 6.6% | $10.8m | 140,050 | 1% | added |
| III Capital Management | Q2 2026 | 2.5% | $9.6m | 125,000 | – | new |
| Lowe Brockenbrough & CO INC | Q2 2026 | 2.3% | $52.0m | 674,296 | 5% | added |
| Rothschild Capital Partners, LLC | Q2 2026 | 1.0% | $4.6m | 59,132 | 6% | added |
| Okabena Investment Services INC | Q2 2026 | 1.0% | $5.4m | 70,449 | 10% | added |
| Cva Family Office, LLC | Q2 2026 | 0.5% | $5.0m | 64,497 | 0% | held |
| Y-Intercept (Hong Kong) LTD | Q2 2026 | 0.1% | $3.7m | 47,976 | 328% | added |
| Pin Oak Investment Advisors INC | Q2 2026 | 0.1% | $75.0k | 973 | 20% | added |
| Edgestream Partners, L.P. | Q2 2026 | 0.0% | $955.2k | 12,388 | 64% | added |
| Prelude Capital Management, LLC | Q2 2026 | 0.0% | $324.6k | 4,210 | – | new |
| Port Capital LLC | Q2 2026 | 0.0% | $448.7k | 5,819 | – | new |
| Tudor Investment Corp ET AL | Q2 2026 | 0.0% | $4.2m | 55,060 | – | new |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $19.8m | 256,700 | – | new |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $41.0m | 531,468 | 38% | added |
| Quarry LP | Q2 2026 | 0.0% | $52.4k | 680 | – | new |
| Corient IA LP | Q2 2026 | 0.0% | $7.7k | 100 | -95% | reduced |
| Marshall Wace, LLP | Q2 2026 | 0.0% | $4.0m | 52,200 | – | new |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $1.4m | 18,202 | – | new |
| Millennium Management LLC | Q2 2026 | 0.0% | $1.7m | 21,926 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Angeles Investment Advisors, LLC | 7.1% | $9.3m |
| Debussy Capital Management LP | 0.0% | $349.1k |
| Greenland Capital Management LP | 0.3% | $396.9k |
| SummitTX Capital, L.P. | 0.1% | $509.1k |
| Trexquant Investment LP | 0.0% | $264.9k |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| ancora_advisors | Q2 2026 | 0.4% |
| first_manhattan | Q2 2026 | 0.0% |
| boston_omaha | Q4 2024 | 1.0% |
How has hedge fund ownership of IJH changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 22 | $871.6m |
| Q1 2026 | 19 | $514.3m |
| Q4 2025 | 3 | $363.9m |
| Q3 2025 | 5 | $365.1m |
| Q2 2025 | 4 | $347.7m |
| Q1 2025 | 4 | $225.3m |
| Q4 2024 | 5 | $301.1m |
| Q3 2024 | 5 | $51.2m |
| Q2 2024 | 5 | $49.6m |
| Q1 2024 | 4 | $47.6m |
| Q4 2023 | 4 | $42.3m |
| Q3 2023 | 4 | $41.8m |
| Q2 2023 | 3 | $40.3m |
| Q1 2023 | 3 | $37.9m |
| Q4 2022 | 4 | $36.9m |
| Q3 2022 | 3 | $31.9m |
Counts every tracked manager that disclosed IJH in that quarter's filing, including managers that have since stopped filing.