IWM - ISHARES TR
This page shows which of the focused investors we track hold IWM and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2025 it was held by 5 managers with an aggregate reported value of $686.92M, which is 0.05% of the combined portfolio.
As of Q2 2025, 5 tracked institutional managers held IWM (ISHARES TR) with an aggregate reported value of $686.92M — 0.05% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2025
- Ticker
- IWM
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Henry Ellenbogen - Durable Capital Partners | 4.24% | Add +105.5% | 2,596,668 | $560.33M |
| 2 | David Katz - Matrix Asset Advisors | 0.24% | Add +1.2% | 10,847 | $2.34M |
| 3 | Bill Nygren - Oakmark Funds | 0.00% | Add +46.9% | 783 | $168.89K |
Put holders — short bets
1 manager has put options on IWM — a right to sell at strike. The reported value is the underlying market value (notional), not the option premium paid.
| 1 | Howard Marks - Oaktree Capital Management | New | 240,000 | $51.79M |
Call holders — bullish via leverage
1 manager holds call options on IWM — a right to buy at strike. Notional value, not premium.
| 1 | Stanley Druckenmiller - Duquesne Family Office LLC | New | 335,000 | $72.29M |