Which hedge funds own IWB? ISHARES TR, Q2 2026 13F holders
15 of the hedge funds tracked by WhaleCreep disclosed a position in IWB (ISHARES TR) in their Q2 2026 13F filings, worth $217.6m in total. The largest holder by portfolio weight is Bayshore Capital Advisors, LLC at 3.5% of its book. 5 managers opened a new position this quarter: Quantbot Technologies LP, Squarepoint Ops LLC, Trexquant Investment LP, Schonfeld Strategic Advisors LLC. 1 exited: D. E. Shaw & Co., Inc..
Who discovered IWB first?
Earliest meaningful positions among the 9 tracked managers we observed opening IWB since Q4 2008.
1 Soros Fund Management First reported Q4 2018 1.3%initial weight · $39.6m Exitedby Q3 2019 · held 3q +17%stock since Q4 2018
Weight of Soros Fund Management's 13F book in IWB, by quarter
- 1.7% peak weight, Q1 2019
- $64.9m peak reported value
- 3 quarters held
- 30q before the median tracked entry
The stock's split-adjusted price moved +17% between Q4 2018 and Q2 2019, the last quarter this manager reported the position.
10 managers already held IWB when our coverage of them began
Bayshore Capital Advisors, LLC (Q1 2026), Iconiq Capital, LLC (Q1 2026), Pin Oak Investment Advisors INC (Q1 2026), Rothschild Capital Partners, LLC (Q1 2026), Lowe Brockenbrough & CO INC (Q1 2026), Millennium Management LLC (Q1 2026), Aqr Capital Management LLC (Q1 2026), Edgestream Partners, L.P. (Q1 2026), Two Sigma Investments, LP (Q1 2026), D. E. Shaw & Co., Inc. (Q1 2026).
Their first filing on record already includes IWB, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
- Early holdersQ4 2008 – Q4 20254 new tracked holders · 1.5% of tracked managers holding at the end
- Emerging interestQ1 2026 – now5 new tracked holders · 1.3% 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 2023 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 IWB, 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 IWB passed one third and two thirds of its peak.
Which hedge funds hold IWB? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Bayshore Capital Advisors, LLC | Q2 2026 | 3.5% | $7.6m | 18,456 | 16% | added |
| Iconiq Capital, LLC | Q2 2026 | 0.1% | $5.1m | 12,499 | -5% | reduced |
| Pin Oak Investment Advisors INC | Q2 2026 | 0.1% | $182.0k | 445 | 0% | held |
| Rothschild Capital Partners, LLC | Q2 2026 | 0.1% | $483.8k | 1,181 | 0% | held |
| Lowe Brockenbrough & CO INC | Q2 2026 | 0.1% | $1.3m | 3,235 | 0% | held |
| Millennium Management LLC | Q2 2026 | 0.1% | $85.9m | 209,766 | -60% | reduced |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $97.8m | 238,849 | 42% | added |
| Quantbot Technologies LP | Q2 2026 | 0.0% | $486.9k | 1,189 | – | new |
| Edgestream Partners, L.P. | Q2 2026 | 0.0% | $577.8k | 1,411 | -13% | reduced |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $12.6m | 30,680 | -75% | reduced |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $3.4m | 8,324 | – | new |
| Trexquant Investment LP | Q2 2026 | 0.0% | $659.7k | 1,611 | – | new |
| Tudor Investment Corp ET AL | Q2 2026 | 0.0% | $566.7k | 1,384 | -82% | reduced |
| Schonfeld Strategic Advisors LLC | Q2 2026 | 0.0% | $328.8k | 803 | – | new |
| Qube Research & Technologies LTD | Q2 2026 | 0.0% | $640.0k | 1,563 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| D. E. Shaw & Co., Inc. | 0.0% | $723.5k |
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 | 0.0% |
| first_manhattan | Q2 2026 | 0.0% |
| renaissance | Q2 2026 | 0.0% |
| boston_omaha | Q4 2024 | 0.6% |
How has hedge fund ownership of IWB changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 18 | $236.7m |
| Q1 2026 | 13 | $307.3m |
| Q4 2025 | 4 | $28.0m |
| Q3 2025 | 4 | $14.0m |
| Q2 2025 | 4 | $11.3m |
| Q1 2025 | 3 | $4.7m |
| Q4 2024 | 5 | $37.8m |
| Q3 2024 | 4 | $32.8m |
| Q2 2024 | 5 | $27.3m |
| Q1 2024 | 4 | $19.8m |
| Q4 2023 | 5 | $23.0m |
| Q3 2023 | 4 | $17.9m |
| Q2 2023 | 4 | $17.4m |
| Q1 2023 | 3 | $15.6m |
| Q4 2022 | 3 | $14.6m |
| Q3 2022 | 3 | $16.4m |
Counts every tracked manager that disclosed IWB in that quarter's filing, including managers that have since stopped filing.