Which hedge funds own MCHI? ISHARES TR, Q2 2026 13F holders
14 of the hedge funds tracked by WhaleCreep disclosed a position in MCHI (ISHARES TR) in their Q2 2026 13F filings, worth $138.7m in total. The largest holder by portfolio weight is Nipun Capital, L.P. at 19.9% of its book. 4 managers opened a new position this quarter: Elequin Capital, LP, ExodusPoint Capital Management, LP, Squarepoint Ops LLC, Millennium Management LLC. 5 exited: Btg Pactual Asset Management US LLC, Hite Hedge Asset Management LLC, Qube Research & Technologies LTD.
Who discovered MCHI first?
Earliest meaningful positions among the 11 tracked managers we observed opening MCHI since Q3 2017.
1 Bridgewater Associates, LP First reported Q2 2019 · ≥1% from Q2 2020 0.2%initial weight · $29.7m Exitedby Q2 2025 · held 24q -8%stock since Q2 2019
Weight of Bridgewater Associates, LP's 13F book in MCHI, by quarter
- 2.5% peak weight, Q2 2020
- $150.4m peak reported value
- 24 quarters held
- 23q before the median tracked entry
The stock's split-adjusted price moved -8% between Q2 2019 and Q1 2025, the last quarter this manager reported the position.
13 managers already held MCHI when our coverage of them began
Nipun Capital, L.P. (Q1 2026), Farley Capital L.P. (Q1 2026), Helios Capital Management Pte. LTD (Q1 2026), Partners Capital Investment Group, LLP (Q1 2026), Quantitative Investment Management, LLC (Q1 2026), Intercapital, LLC (Q1 2026), D. E. Shaw & Co., Inc. (Q1 2026), Capital Fund Management S.A. (Q1 2026), Boothbay Fund Management, LLC (Q1 2026), Cva Family Office, LLC (Q1 2026), Btg Pactual Asset Management US LLC (Q1 2026), Citadel Advisors LLC (Q1 2026), Qube Research & Technologies LTD (Q1 2026).
Their first filing on record already includes MCHI, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
- Early holdersQ3 2017 – Q4 20245 new tracked holders · 2.9% of tracked managers holding at the end
- Established ownershipQ1 2025 – now6 new tracked holders · 1.2% 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 Q2 2019 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 MCHI, 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 MCHI passed one third and two thirds of its peak.
Which hedge funds hold MCHI? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Nipun Capital, L.P. | Q2 2026 | 19.9% | $42.7m | 837,800 | 0% | held |
| Farley Capital L.P. | Q2 2026 | 1.4% | $1.7m | 34,220 | 0% | held |
| Helios Capital Management Pte. LTD | Q2 2026 | 0.5% | $510.2k | 10,000 | 0% | held |
| Partners Capital Investment Group, LLP | Q2 2026 | 0.3% | $7.6m | 149,450 | -11% | reduced |
| Quantitative Investment Management, LLC | Q2 2026 | 0.2% | $2.0m | 38,474 | 419% | added |
| Intercapital, LLC | Q2 2026 | 0.1% | $279.3k | 5,473 | -73% | reduced |
| D. E. Shaw & Co., Inc. | Q2 2026 | 0.0% | $67.6m | 1,325,097 | 916% | added |
| Capital Fund Management S.A. | Q2 2026 | 0.0% | $5.0m | 98,110 | -15% | reduced |
| Elequin Capital, LP | Q2 2026 | 0.0% | $721.8k | 14,146 | – | new |
| ExodusPoint Capital Management, LP | Q2 2026 | 0.0% | $2.6m | 50,000 | – | new |
| Boothbay Fund Management, LLC | Q2 2026 | 0.0% | $1.0m | 20,000 | 0% | held |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $6.4m | 125,462 | – | new |
| Millennium Management LLC | Q2 2026 | 0.0% | $494.3k | 9,687 | – | new |
| Cva Family Office, LLC | Q2 2026 | 0.0% | $510 | 10 | 0% | held |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Btg Pactual Asset Management US LLC | 0.3% | $216.3k |
| Hite Hedge Asset Management LLC | 2.6% | $10.2m |
| Qube Research & Technologies LTD | 0.0% | $72.4k |
| Tudor Investment Corp ET AL | 0.1% | $1.4m |
| Woodline Partners LP | 0.9% | $22.4m |
How has hedge fund ownership of MCHI changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 14 | $138.7m |
| Q1 2026 | 19 | $118.7m |
| Q4 2025 | 2 | $13.4m |
| Q3 2025 | 1 | $4.0m |
| Q2 2025 | 2 | $17.4m |
| Q1 2025 | 4 | $41.3m |
| Q4 2024 | 3 | $43.7m |
| Q3 2024 | 2 | $39.8m |
| Q2 2024 | 3 | $38.4m |
| Q1 2024 | 3 | $36.8m |
| Q4 2023 | 3 | $87.3m |
| Q3 2023 | 2 | $86.0m |
| Q2 2023 | 1 | $63.8m |
| Q1 2023 | 2 | $32.6m |
| Q4 2022 | 2 | $39.3m |
| Q3 2022 | 3 | $64.8m |
Counts every tracked manager that disclosed MCHI in that quarter's filing, including managers that have since stopped filing.