Which hedge funds own IJR? ISHARES TR, Q2 2026 13F holders
24 of the hedge funds tracked by WhaleCreep disclosed a position in IJR (ISHARES TR) in their Q2 2026 13F filings, worth $153.4m in total. The largest holder by portfolio weight is Lowe Brockenbrough & CO INC at 1.8% of its book. 7 managers opened a new position this quarter: Ewing Morris & Co. Investment Partners Ltd., Bronte Capital Management Pty Ltd., Weiss Asset Management LP, Schonfeld Strategic Advisors LLC. 5 exited: Aristides Capital LLC, Corient IA LP, Debussy Capital Management LP.
Who discovered IJR first?
Earliest meaningful positions among the 9 tracked managers we observed opening IJR since Q1 2017.
1 Bronte Capital Management Pty Ltd. First reported Q1 2024 High conviction 3.0%initial weight · $35.7m 0.4%still holding · 8q –stock change
Weight of Bronte Capital Management Pty Ltd.'s 13F book in IJR, by quarter
- 14.8% peak weight, Q4 2024
- $187.1m peak reported value
- 8 quarters held, in 2 separate spells
- 9q before the median tracked entry
22 managers already held IJR when our coverage of them began
Lowe Brockenbrough & CO INC (Q1 2026), Alpha Wealth Funds, LLC (Q1 2026), Okabena Investment Services INC (Q1 2026), Granville Capital, Inc. (Q1 2026), Cva Family Office, LLC (Q1 2026), Rothschild Capital Partners, LLC (Q1 2026), Pin Oak Investment Advisors INC (Q1 2026), Port Capital LLC (Q1 2026), Balyasny Asset Management L.P. (Q1 2026), Prelude Capital Management, LLC (Q1 2026), Kopp Family Office, LLC (Q1 2026), Aqr Capital Management LLC (Q1 2026), Iconiq Capital, LLC (Q1 2026), Cohen Klingenstein LLC (Q1 2026), Y-Intercept (Hong Kong) LTD (Q1 2026), Qube Research & Technologies LTD (Q1 2026), Millennium Management LLC (Q1 2026), Aristides Capital LLC (Q1 2026), Corient IA LP (Q1 2026), Debussy Capital Management LP (Q1 2026), Marshall Wace, LLP (Q1 2026), Quantbot Technologies LP (Q1 2026).
Their first filing on record already includes IJR, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
- Early holdersQ1 2017 – Q4 20253 new tracked holders · 0.0% of tracked managers holding at the end
- Established ownershipQ1 2026 – now6 new tracked holders · 2.0% 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 Q1 2026 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 IJR, 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 IJR passed one third and two thirds of its peak.
Which hedge funds hold IJR? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Lowe Brockenbrough & CO INC | Q2 2026 | 1.8% | $40.2m | 270,876 | 2% | added |
| Ewing Morris & Co. Investment Partners Ltd. | Q2 2026 | 1.5% | $2.9m | 19,400 | – | new |
| Alpha Wealth Funds, LLC | Q2 2026 | 0.8% | $1.3m | 8,963 | -28% | reduced |
| Okabena Investment Services INC | Q2 2026 | 0.7% | $4.0m | 26,641 | -6% | reduced |
| Bronte Capital Management Pty Ltd. | Q2 2026 | 0.4% | $3.4m | 23,004 | – | new |
| Granville Capital, Inc. | Q2 2026 | 0.3% | $755.0k | 5,091 | 0% | held |
| Cva Family Office, LLC | Q2 2026 | 0.3% | $3.7m | 25,061 | -0% | held |
| Weiss Asset Management LP | Q2 2026 | 0.3% | $25.5m | 171,653 | – | new |
| Rothschild Capital Partners, LLC | Q2 2026 | 0.1% | $465.7k | 3,140 | 40% | added |
| Pin Oak Investment Advisors INC | Q2 2026 | 0.1% | $111.0k | 751 | 13% | added |
| Port Capital LLC | Q2 2026 | 0.1% | $1.6m | 10,898 | 2% | added |
| Schonfeld Strategic Advisors LLC | Q2 2026 | 0.0% | $8.0m | 53,662 | – | new |
| Balyasny Asset Management L.P. | Q2 2026 | 0.0% | $17.9m | 121,022 | 18% | added |
| Prelude Capital Management, LLC | Q2 2026 | 0.0% | $444.9k | 3,000 | -70% | reduced |
| Kopp Family Office, LLC | Q2 2026 | 0.0% | $49.1k | 331 | 135% | added |
| Edgestream Partners, L.P. | Q2 2026 | 0.0% | $493.7k | 3,329 | – | new |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $32.5m | 218,839 | 51% | added |
| Iconiq Capital, LLC | Q2 2026 | 0.0% | $382.0k | 2,576 | 0% | held |
| Cohen Klingenstein LLC | Q2 2026 | 0.0% | $355.9k | 2,400 | 0% | held |
| Y-Intercept (Hong Kong) LTD | Q2 2026 | 0.0% | $492.8k | 3,323 | -56% | reduced |
| Qube Research & Technologies LTD | Q2 2026 | 0.0% | $7.5m | 50,729 | 299% | added |
| Trexquant Investment LP | Q2 2026 | 0.0% | $203.3k | 1,371 | – | new |
| Millennium Management LLC | Q2 2026 | 0.0% | $676.3k | 4,560 | 78% | added |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $545.3k | 3,677 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Aristides Capital LLC | 37.4% | $9.0m |
| Corient IA LP | 2.3% | $248.6k |
| Debussy Capital Management LP | 0.2% | $1.5m |
| Marshall Wace, LLP | 0.0% | $975.3k |
| Quantbot Technologies LP | 0.6% | $2.2m |
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 | 0.4% |
How has hedge fund ownership of IJR changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 26 | $179.3m |
| Q1 2026 | 24 | $113.7m |
| Q4 2025 | 3 | $22.6m |
| Q3 2025 | 3 | $32.0m |
| Q2 2025 | 4 | $82.4m |
| Q1 2025 | 3 | $170.4m |
| Q4 2024 | 5 | $223.6m |
| Q3 2024 | 5 | $138.3m |
| Q2 2024 | 4 | $124.2m |
| Q1 2024 | 4 | $63.8m |
| Q4 2023 | 3 | $25.8m |
| Q3 2023 | 4 | $23.3m |
| Q2 2023 | 3 | $25.2m |
| Q1 2023 | 5 | $34.0m |
| Q4 2022 | 4 | $23.6m |
| Q3 2022 | 3 | $20.8m |
Counts every tracked manager that disclosed IJR in that quarter's filing, including managers that have since stopped filing.