Question 1

Which hedge funds and institutional investors hold IWM?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for IWM shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for IWM whale holdings?

Accepted Answer

Conviction level reflects how significant IWM is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to IWM, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for IWM?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about IWM?

Accepted Answer

QoQ changes for IWM show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Millennium	40.2M	$10.0B	4.1%	$240.3B
Tudor	20.6M	$5.1B	9.5%	$53.9B
Citadel	19.9M	$4.9B	0.8%	$618.5B
Citadel	14.8M	$3.7B	0.6%	$618.5B
Tudor	12.0M	$3.0B	5.5%	$53.9B
Millennium	12.0M	$3.0B	1.2%	$240.3B
Balyasny	7.3M	$1.8B	2.4%	$77.1B
Hudson Bay	3.5M	$872.3M	3.0%	$29.0B
Artisan Partners	1.2M	$302.6M	0.5%	$62.3B
DE Shaw	1.1M	$274.8M	0.2%	$166.3B
Durable Capital	1.0M	$254.8M	2.6%	$9.7B
Owl Creek	839.0K	$208.1M	15.0%	$1.4B
Balyasny	808.9K	$200.6M	0.3%	$77.1B
Fidelity (FMR)	730.0K	$181.0M	0.0%	$1898.4B
Millennium	674.1K	$167.2M	0.1%	$240.3B
Point72	657.6K	$163.1M	0.2%	$78.1B
Citadel	641.2K	$159.0M	0.0%	$618.5B
ExodusPoint	595.5K	$145.0M	1.2%	$12.4B
Two Sigma	516.6K	$128.1M	0.1%	$123.9B
Two Sigma	513.5K	$127.3M	0.1%	$123.9B
Elliott Management	500.0K	$124.0M	0.6%	$20.1B
BlackRock	496.4K	$123.1M	0.0%	$5723.5B
Northern Trust	465.0K	$115.3M	0.0%	$756.6B
Point72	430.5K	$106.8M	0.1%	$78.1B
Glenview Capital	375.0K	$93.0M	2.3%	$4.0B
Kayne Anderson	361.7K	$89.7M	0.3%	$34.0B
Select Equity	360.0K	$89.3M	0.5%	$19.5B
Hudson Bay	340.8K	$84.5M	0.3%	$29.0B
ClearBridge	312.5K	$77.5M	0.1%	$114.9B
BlackRock	304.8K	$75.6M	0.0%	$5723.5B
Two Sigma	251.9K	$62.5M	0.1%	$123.9B
Schonfeld	250.0K	$62.0M	0.4%	$14.2B
Paloma	217.3K	$53.9M	10.6%	$509.7M
Caxton	202.5K	$50.2M	1.1%	$4.4B
Junto Capital	150.0K	$37.2M	0.8%	$4.7B
Point72	148.5K	$36.8M	0.0%	$78.1B
Marshall Wace	119.8K	$29.7M	0.0%	$100.4B
Wellington	80.5K	$20.0M	0.0%	$535.5B
ExodusPoint	80.0K	$19.5M	0.2%	$12.4B
Franklin Templeton	43.1K	$10.7M	0.0%	$408.3B
Engine Capital	42.4K	$10.5M	1.3%	$828.4M
Gotham Asset	41.9K	$10.4M	0.0%	$32.7B
Segall Bryant	38.6K	$9.6M	0.1%	$7.0B
Arrowstreet	36.6K	$9.1M	0.0%	$184.8B
Moore Capital	33.4K	$8.3M	0.2%	$4.9B
Moore Capital	33.4K	$8.3M	0.2%	$4.9B
Spruce Point	28.0K	$6.9M	7.6%	$90.9M
Hudson Bay	27.2K	$6.7M	0.0%	$29.0B
American Century	26.4K	$6.5M	0.0%	$194.3B
Marshall Wace	20.2K	$5.0M	0.0%	$100.4B
BlackRock	17.6K	$4.4M	0.0%	$5723.5B
Neuberger Berman (Eisman)	17.2K	$4.3M	0.0%	$131.4B
AQR Capital	15.1K	$3.7M	0.0%	$218.4B
Starboard Value	683.1K	$2.7M	0.1%	$4.6B
Tudor	9.6K	$2.4M	0.0%	$53.9B
ExodusPoint	8.1K	$2.0M	0.0%	$12.4B
Fisher Investments	6.7K	$1.7M	0.0%	$294.9B
State Street	5.4K	$1.3M	—	$2896.4B
Corvex	5.0K	$1.2M	0.0%	$2.5B
Discovery Capital	2.5K	$612K	0.0%	$1.9B
Caxton	1.4K	$357K	0.0%	$4.4B
Harris (Oakmark)	533	$132K	0.0%	$75.0B
Wellington	289	$24K	—	$535.5B
Duquesne	79.0K	$20K	0.6%	$3.4M
Acadian	1.6K	$400	0.0%	$70.5M
First Eagle	200.0K	$0	—	$59.0B
First Eagle	200.0K	$0	—	$59.0B

IWM

Who Holds IWM

Changes This Quarter