Which hedge funds own IWD? ISHARES TR, Q2 2026 13F holders
18 of the hedge funds tracked by WhaleCreep disclosed a position in IWD (ISHARES TR) in their Q2 2026 13F filings, worth $129.5m in total. The largest holder by portfolio weight is Ground Swell Capital, LLC at 0.9% of its book. 8 managers opened a new position this quarter: Ground Swell Capital, LLC, Quantbot Technologies LP, Elequin Capital, LP, Citadel Advisors LLC. 4 exited: Debussy Capital Management LP, Dymon Asia Capital (singapore) Pte. Ltd., Readystate Asset Management LP.
18tracked managers holding
8opened this quarter
4exited this quarter
Which hedge funds hold IWD? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Ground Swell Capital, LLC | Q2 2026 | 0.9% | $828.9k | 3,419 | – | new |
| Cva Family Office, LLC | Q2 2026 | 0.1% | $955.4k | 3,941 | 0% | held |
| Pin Oak Investment Advisors INC | Q2 2026 | 0.1% | $110.0k | 454 | 0% | held |
| Tudor Investment Corp ET AL | Q2 2026 | 0.1% | $18.5m | 76,311 | 2602% | added |
| Iconiq Capital, LLC | Q2 2026 | 0.1% | $2.5m | 10,489 | 0% | held |
| Edgestream Partners, L.P. | Q2 2026 | 0.1% | $2.1m | 8,647 | 107% | added |
| Quantbot Technologies LP | Q2 2026 | 0.0% | $617.2k | 2,546 | – | new |
| Elequin Capital, LP | Q2 2026 | 0.0% | $564.9k | 2,330 | – | new |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $51.4m | 211,834 | 9% | added |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $16.4m | 67,594 | – | new |
| Lowe Brockenbrough & CO INC | Q2 2026 | 0.0% | $209.5k | 864 | 0% | held |
| D. E. Shaw & Co., Inc. | Q2 2026 | 0.0% | $12.3m | 50,576 | – | new |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $9.5m | 39,173 | -88% | reduced |
| Millennium Management LLC | Q2 2026 | 0.0% | $7.6m | 31,331 | 159% | added |
| Trexquant Investment LP | Q2 2026 | 0.0% | $460.6k | 1,900 | – | new |
| Qube Research & Technologies LTD | Q2 2026 | 0.0% | $2.4m | 9,736 | 25% | added |
| Marshall Wace, LLP | Q2 2026 | 0.0% | $2.4m | 9,753 | – | new |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $745.2k | 3,074 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Debussy Capital Management LP | 0.1% | $712.0k |
| Dymon Asia Capital (singapore) Pte. Ltd. | 1.1% | $1.9m |
| Readystate Asset Management LP | 0.4% | $1.5m |
| Y-Intercept (Hong Kong) LTD | 0.1% | $2.1m |
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 | 0.1% |
| first_manhattan | Q2 2026 | 0.0% |
| smead_capital | Q2 2026 | 0.0% |
| vulcan_value_partners | Q2 2026 | 0.1% |
How has hedge fund ownership of IWD changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 22 | $138.2m |
| Q1 2026 | 18 | $154.0m |
| Q4 2025 | 6 | $13.4m |
| Q3 2025 | 4 | $6.7m |
| Q2 2025 | 4 | $10.0m |
| Q1 2025 | 3 | $5.4m |
| Q4 2024 | 6 | $15.2m |
| Q3 2024 | 4 | $18.3m |
| Q2 2024 | 4 | $9.1m |
| Q1 2024 | 3 | $4.4m |
| Q4 2023 | 2 | $3.9m |
| Q3 2023 | 3 | $8.3m |
| Q2 2023 | 2 | $3.7m |
| Q1 2023 | 2 | $3.6m |
| Q4 2022 | 4 | $11.5m |
| Q3 2022 | 3 | $4.5m |
Counts every tracked manager that disclosed IWD in that quarter's filing, including managers that have since stopped filing.