Which hedge funds own IWO? ISHARES TR, Q2 2026 13F holders
14 of the hedge funds tracked by WhaleCreep disclosed a position in IWO (ISHARES TR) in their Q2 2026 13F filings, worth $249.1m in total. The largest holder by portfolio weight is Cohen Klingenstein LLC at 5.5% of its book. 2 managers opened a new position this quarter: Rothschild Capital Partners, LLC, Two Sigma Investments, LP. 4 exited: Bronte Capital Management Pty Ltd., D. E. Shaw & Co., Inc., Squarepoint Ops LLC.
14tracked managers holding
2opened this quarter
4exited this quarter
Which hedge funds hold IWO? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Cohen Klingenstein LLC | Q2 2026 | 5.5% | $190.8m | 484,414 | -2% | reduced |
| Connective Capital Management, LLC | Q2 2026 | 3.7% | $5.3m | 13,453 | 0% | held |
| Corsair Capital Management, L.P. | Q2 2026 | 0.4% | $3.3m | 8,484 | 0% | held |
| Axiom Investors LLC | Q2 2026 | 0.2% | $18.3m | 46,400 | 52% | added |
| Rothschild Capital Partners, LLC | Q2 2026 | 0.1% | $327.4k | 831 | – | new |
| Quantbot Technologies LP | Q2 2026 | 0.0% | $787.9k | 2,000 | 0% | held |
| Prelude Capital Management, LLC | Q2 2026 | 0.0% | $307.3k | 780 | -34% | reduced |
| Lowe Brockenbrough & CO INC | Q2 2026 | 0.0% | $255.3k | 648 | 0% | held |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $16.8m | 42,676 | 194% | added |
| Quarry LP | Q2 2026 | 0.0% | $47.3k | 120 | -50% | reduced |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $6.5m | 16,622 | – | new |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $5.2m | 13,135 | 22% | added |
| Millennium Management LLC | Q2 2026 | 0.0% | $1.0m | 2,628 | 7% | added |
| Cva Family Office, LLC | Q2 2026 | 0.0% | $5.9k | 15 | 0% | held |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Bronte Capital Management Pty Ltd. | 31.0% | $11.8m |
| D. E. Shaw & Co., Inc. | 0.4% | $18.0m |
| Squarepoint Ops LLC | 0.0% | $578.0k |
| Y-Intercept (Hong Kong) LTD | 0.0% | $887.1k |
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% |
How has hedge fund ownership of IWO changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 15 | $249.2m |
| Q1 2026 | 18 | $212.8m |
| Q4 2025 | 4 | $4.5m |
| Q3 2025 | 4 | $2.5m |
| Q2 2025 | 3 | $13.1m |
| Q1 2025 | 3 | $3.8m |
| Q4 2024 | 3 | $1.3m |
| Q3 2024 | 1 | $121.0k |
| Q2 2024 | 2 | $1.1m |
| Q1 2024 | 2 | $153.0k |
| Q4 2023 | 2 | $117.3k |
| Q3 2023 | 2 | $93.0k |
| Q2 2023 | 2 | $722.2k |
| Q1 2023 | 1 | $85.3k |
| Q4 2022 | 1 | $81.0k |
| Q3 2022 | 1 | $78.0k |
Counts every tracked manager that disclosed IWO in that quarter's filing, including managers that have since stopped filing.