Which hedge funds own IWN? ISHARES TR, Q2 2026 13F holders
12 of the hedge funds tracked by WhaleCreep disclosed a position in IWN (ISHARES TR) in their Q2 2026 13F filings, worth $46.9m in total. The largest holder by portfolio weight is Rothschild Capital Partners, LLC at 0.4% of its book. 3 managers opened a new position this quarter: Rothschild Capital Partners, LLC, Edgestream Partners, L.P., Qube Research & Technologies LTD. 2 exited: Ategra Capital Management, LLC, Y-Intercept (Hong Kong) LTD.
Who discovered IWN first?
Earliest meaningful positions among the 8 tracked managers we observed opening IWN since Q3 2002.
1 Tiger Global Management LLC First reported Q3 2002 1.7%initial weight · $4.0m Exitedby Q2 2009 · held 4q –stock change
Weight of Tiger Global Management LLC's 13F book in IWN, by quarter
- 3.4% peak weight, Q4 2002
- $12.4m peak reported value
- 4 quarters held, in 2 separate spells
- 44q before the median tracked entry
2 Starboard Value LP First reported Q4 2011 High conviction 11.1%initial weight · $41.0m Exitedby Q4 2024 · held 39q –stock change
Weight of Starboard Value LP's 13F book in IWN, by quarter
- 15.7% peak weight, Q2 2012
- $280.4m peak reported value
- 39 quarters held, in 3 separate spells
- 6q before the median tracked entry
12 managers already held IWN when our coverage of them began
Gator Capital Management, LLC (Q1 2026), Lowe Brockenbrough & CO INC (Q1 2026), Hudson Bay Capital Management LP (Q1 2026), Quantbot Technologies LP (Q1 2026), Aqr Capital Management LLC (Q1 2026), Cva Family Office, LLC (Q1 2026), Millennium Management LLC (Q1 2026), D. E. Shaw & Co., Inc. (Q1 2026), Two Sigma Investments, LP (Q1 2026), Ategra Capital Management, LLC (Q1 2026), Citadel Advisors LLC (Q1 2026), Y-Intercept (Hong Kong) LTD (Q1 2026).
Their first filing on record already includes IWN, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
- Early holdersQ3 2002 – now8 new tracked holders · 1.0% 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 IWN, 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 IWN passed one third and two thirds of its peak.
Which hedge funds hold IWN? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Rothschild Capital Partners, LLC | Q2 2026 | 0.4% | $1.6m | 7,395 | – | new |
| Gator Capital Management, LLC | Q2 2026 | 0.1% | $525.4k | 2,375 | 0% | held |
| Lowe Brockenbrough & CO INC | Q2 2026 | 0.1% | $1.7m | 7,625 | -2% | reduced |
| Hudson Bay Capital Management LP | Q2 2026 | 0.0% | $7.0m | 31,637 | 12% | added |
| Quantbot Technologies LP | Q2 2026 | 0.0% | $663.6k | 3,000 | 0% | held |
| Edgestream Partners, L.P. | Q2 2026 | 0.0% | $401.5k | 1,815 | – | new |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $26.9m | 121,763 | 11% | added |
| Cva Family Office, LLC | Q2 2026 | 0.0% | $45.1k | 204 | 0% | held |
| Millennium Management LLC | Q2 2026 | 0.0% | $3.7m | 16,706 | 153% | added |
| D. E. Shaw & Co., Inc. | Q2 2026 | 0.0% | $3.8m | 17,021 | -69% | reduced |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $442.4k | 2,000 | -97% | reduced |
| Qube Research & Technologies LTD | Q2 2026 | 0.0% | $72.8k | 329 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Ategra Capital Management, LLC | 15.6% | $1.3m |
| Y-Intercept (Hong Kong) LTD | 0.1% | $1.4m |
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% |
How has hedge fund ownership of IWN changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 15 | $50.0m |
| Q1 2026 | 14 | $77.9m |
| Q4 2025 | 3 | $3.6m |
| Q3 2025 | 2 | $2.3m |
| Q2 2025 | 4 | $9.9m |
| Q1 2025 | 2 | $1.5m |
| Q4 2024 | 2 | $1.5m |
| Q3 2024 | 3 | $227.3m |
| Q2 2024 | 3 | $196.0m |
| Q1 2024 | 3 | $271.8m |
| Q4 2023 | 4 | $282.2m |
| Q3 2023 | 3 | $211.6m |
| Q2 2023 | 5 | $129.0m |
| Q1 2023 | 4 | $125.6m |
| Q4 2022 | 3 | $125.3m |
| Q3 2022 | 4 | $78.5m |
Counts every tracked manager that disclosed IWN in that quarter's filing, including managers that have since stopped filing.