Which hedge funds own IWR? ISHARES TR, Q2 2026 13F holders
15 of the hedge funds tracked by WhaleCreep disclosed a position in IWR (ISHARES TR) in their Q2 2026 13F filings, worth $46.5m in total. The largest holder by portfolio weight is Patton Fund Management, Inc. at 3.9% of its book. 4 managers opened a new position this quarter: Trexquant Investment LP, Quantbot Technologies LP, Squarepoint Ops LLC, Millennium Management LLC. 2 exited: Debussy Capital Management LP, Select Equity Group, L.P..
Who discovered IWR first?
Earliest meaningful positions among the 7 tracked managers we observed opening IWR since Q1 2019.
1 Starboard Value LP First reported Q1 2019 1.7%initial weight · $68.2m Exitedby Q3 2024 · held 17q –stock change
Weight of Starboard Value LP's 13F book in IWR, by quarter
- 2.3% peak weight, Q2 2019
- $76.3m peak reported value
- 17 quarters held, in 2 separate spells
- 29q before the median tracked entry
12 managers already held IWR when our coverage of them began
Patton Fund Management, Inc. (Q1 2026), Granville Capital, Inc. (Q1 2026), Okabena Investment Services INC (Q1 2026), Lowe Brockenbrough & CO INC (Q1 2026), Partners Capital Investment Group, LLP (Q1 2026), Y-Intercept (Hong Kong) LTD (Q1 2026), Cva Family Office, LLC (Q1 2026), Iconiq Capital, LLC (Q1 2026), Pin Oak Investment Advisors INC (Q1 2026), Aqr Capital Management LLC (Q1 2026), Debussy Capital Management LP (Q1 2026), Select Equity Group, L.P. (Q1 2026).
Their first filing on record already includes IWR, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
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 IWR, 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 IWR passed one third and two thirds of its peak.
Which hedge funds hold IWR? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Patton Fund Management, Inc. | Q2 2026 | 3.9% | $18.2m | 164,789 | -3% | reduced |
| Granville Capital, Inc. | Q2 2026 | 1.5% | $3.3m | 29,465 | -7% | reduced |
| Okabena Investment Services INC | Q2 2026 | 0.3% | $1.6m | 14,528 | -0% | held |
| Lowe Brockenbrough & CO INC | Q2 2026 | 0.1% | $1.7m | 15,672 | 0% | held |
| Partners Capital Investment Group, LLP | Q2 2026 | 0.1% | $1.7m | 15,321 | 0% | held |
| Y-Intercept (Hong Kong) LTD | Q2 2026 | 0.0% | $1.3m | 11,700 | 233% | added |
| Tudor Investment Corp ET AL | Q2 2026 | 0.0% | $6.1m | 54,868 | 397% | added |
| Cva Family Office, LLC | Q2 2026 | 0.0% | $169.7k | 1,539 | 0% | held |
| Iconiq Capital, LLC | Q2 2026 | 0.0% | $286.3k | 2,595 | 0% | held |
| Pin Oak Investment Advisors INC | Q2 2026 | 0.0% | $8.0k | 71 | 0% | held |
| Trexquant Investment LP | Q2 2026 | 0.0% | $700.0k | 6,345 | – | new |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $10.7m | 97,282 | 79% | added |
| Quantbot Technologies LP | Q2 2026 | 0.0% | $57.3k | 519 | – | new |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $315.0k | 2,855 | – | new |
| Millennium Management LLC | Q2 2026 | 0.0% | $390.1k | 3,536 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Debussy Capital Management LP | 0.2% | $1.4m |
| Select Equity Group, L.P. | 0.0% | $73.2k |
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 | 0.0% |
How has hedge fund ownership of IWR changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 18 | $50.7m |
| Q1 2026 | 16 | $37.4m |
| Q4 2025 | 3 | $5.6m |
| Q3 2025 | 3 | $4.4m |
| Q2 2025 | 4 | $9.7m |
| Q1 2025 | 3 | $2.9m |
| Q4 2024 | 4 | $9.9m |
| Q3 2024 | 5 | $5.2m |
| Q2 2024 | 5 | $29.8m |
| Q1 2024 | 4 | $47.7m |
| Q4 2023 | 4 | $48.3m |
| Q3 2023 | 5 | $35.0m |
| Q2 2023 | 4 | $14.3m |
| Q1 2023 | 4 | $13.6m |
| Q4 2022 | 5 | $13.4m |
| Q3 2022 | 4 | $8.0m |
Counts every tracked manager that disclosed IWR in that quarter's filing, including managers that have since stopped filing.