Запись по ценной бумаге · архивный квартал
IWM
iShares Russell 2000 ETF · Financial Services · Asset Management
121Отслеживаемые держатели
-6Δ держателей
231.29MАкций в держании
$57.30BОтчётная стоимость
+5Новые позиции
−11Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -4.7% ·
поток акций +6.9% ·
новые чистые позиции -5.0%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 218.17K | $59.32M | n/a | n/a |
| Q2 2026 | 123 | +3 | 207.92M | $62.43B | +9 | −6 |
| Q1 2026 | 121 | -6 | 231.29M | $57.30B | +5 | −11 |
| Q4 2025 | 126 | 0 | 215.78M | $53.09B | +1 | −1 |
| Q3 2025 | 21 | +2 | 63.83M | $15.45B | +2 | n/a |
| Q2 2025 | 16 | +2 | 15.17M | $3.27B | +3 | −1 |
| Q1 2025 | 11 | 0 | 3.84M | $766.52M | +2 | −2 |
| Q4 2024 | 11 | 0 | 3.12M | $690.40M | +1 | −1 |
| Q3 2024 | 11 | -1 | 3.05M | $674.01M | n/a | −1 |
| Q2 2024 | 12 | n/a | 3.44M | $697.71M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 41.60M | -4.9% | $10.32B | 0.8% | ▼ Trim | 2 | SEC ↗ ×7 |
| 2 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ ×15 |
| 3 | Goldman Sachs Group ✦ | 19.23M | +30.4% | $4.77B | 0.6% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | BlackRock ✦ (пассивный) | 10.50M | +1.6% | $2.60B | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 5 | Wells Fargo & Company/Mn | 9.56M | -21.2% | $2.37B | 0.5% | ▼ Trim | 2 | SEC ↗ ×6 |
| 6 | Empower Advisory Group, LLC | 8.59M | +1.4% | $2.13B | 5.5% | ▲ Add | 2 | SEC ↗ |
| 7 | Citigroup Inc | 8.47M | +166.2% | $2.10B | 1.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | UBS Group AG | 6.74M | +39.6% | $1.67B | 0.3% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ ×12 |
| 10 | Bnp Paribas Financial Markets | 6.17M | +24.3% | $1.53B | 1.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 6.16M | +50.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 12 | Healthcare Of Ontario Pension Plan… | 4.68M | -5.0% | $1.16B | 1.9% | ▼ Trim | 2 | SEC ↗ |
| 13 | Barclays Plc | 4.68M | +32.4% | $1.16B | 0.4% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Susquehanna International Group, Llp | 4.36M | +11.9% | $1.08B | 1.4% | ▲ Add | 2 | SEC ↗ |
| 15 | Northern Trust Corp | 4.15M | -2.5% | $1.03B | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Hrt Financial Lp | 3.92M | -4.7% | $973.21M | 2.4% | ▼ Trim | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 3.74M | -49.8% | $926.84M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 3.47M | -6.7% | $861.71M | 0.4% | ▼ Trim | 2 | SEC ↗ ×9 |
| 19 | Us Bancorp \De\ | 3.47M | +50.0% | $859.48M | 1.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | Pnc Financial Services Group, Inc. | 3.19M | +6.6% | $790.49M | 0.5% | ▲ Add | 2 | SEC ↗ ×10 |
| 21 | Jane Street Group, Llc | 2.98M | +55.3% | $740.15M | 0.8% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 2.93M | +33.8% | $727.61M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 23 | Canada Pension Plan Investment Board | 2.78M | 0.0% | $689.69M | 0.4% | Held | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 2.01M | +6.3% | $497.34M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 25 | Bank of New York Mellon Corp | 1.85M | -2.4% | $459.88M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 26 | Envestnet Asset Management Inc | 1.78M | -12.1% | $442.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 1.76M | +2.0% | $436.07M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 1.48M | +7.5% | $366.26M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 29 | Cibc World Market Inc. | 1.38M | -26.1% | $342.67M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 1.18M | -6.1% | $293.35M | 0.4% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Jones Financial Companies Lllp | 1.19M | +14.7% | $290.44M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | D. E. Shaw & Co. ✦ | 1.11M | +68.3% | $274.79M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 33 | Wellington Management ✦ | 1.09M | +16.8% | $270.34M | 0.1% | ▲ Add | 8 | SEC ↗ ×6 |
| 34 | Brown Advisory Inc | 981.68K | -3.6% | $243.46M | 0.4% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Fifth Third Bancorp | 957.07K | +61.6% | $237.35M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 770.77K | +8.4% | $191.15M | 0.3% | ▲ Add | 2 | SEC ↗ ×8 |
| 37 | CIBC Bancorp USA Inc. | 708.54K | n/a | $175.63M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 38 | Mariner, LLC | 675.65K | +0.4% | $167.56M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 39 | Millennium Management ✦ | 674.12K | +13.0% | $167.18M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 642.42K | +8.8% | $159.33M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 641.23K | -33.8% | $159.02M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 640.12K | +0.6% | $158.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Stifel Financial Corp | 638.69K | -3.7% | $158.40M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 44 | Franklin Resources Inc | 629.54K | +3.0% | $156.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 45 | Blair William & Co/Il | 628.23K | +12.4% | $155.80M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 598.48K | +10.9% | $148.48M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 47 | Walleye Trading LLC | 586.56K | +89.6% | $145.47M | 3.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Focus Partners Wealth | 584.67K | -1.6% | $145.44M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 580.21K | -1.2% | $143.89M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | Creative Planning | 570.88K | -5.7% | $141.58M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Alliancebernstein L.P. | 544.59K | -39.4% | $133.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Cerity Partners LLC | 535.72K | 0.0% | $132.88M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 53 | Mercer Global Advisors Inc /Adv | 519.59K | +9.6% | $128.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 54 | Corient Private Wealth LP | 500.18K | -61.8% | $123.24M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Commonwealth Equity Services, Llc | 476.48K | -8.5% | $118.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 56 | Kayne Anderson Rudnick Investment… | 361.65K | -38.1% | $89.65M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 57 | Captrust Financial Advisors | 334.44K | +0.8% | $82.94M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 58 | Deutsche Bank Ag\ | 322.03K | +36.3% | $79.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 59 | Clearbridge Investments, LLC | 312.51K | Новый | $77.50M | 0.1% | New | 1 | SEC ↗ |
| 60 | Hsbc Holdings Plc | 291.96K | -73.5% | $72.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 61 | Allspring Global Investments… | 259.80K | +110.3% | $64.84M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 62 | Two Sigma Investments ✦ | 251.87K | Новый | $62.46M | 0.1% | New | 1 | SEC ↗ |
| 63 | Lido Advisors, LLC | 236.64K | +30.6% | $58.68M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 64 | AQR Capital Management ✦ | 218.02K | +22.4% | $54.07M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 65 | Mml Investors Services, Llc | 193.32K | -13.8% | $47.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Neuberger Berman Group LLC | 178.58K | -0.8% | $44.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Prudential Financial Inc | 160.41K | +0.4% | $39.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Point72 Asset Management ✦ | 148.47K | -50.3% | $36.82M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Wealth Enhancement Advisory… | 148.47K | -23.9% | $36.55M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 70 | Ensign Peak Advisors, Inc | 142.58K | -54.4% | $35.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | Td Asset Management Inc | 141.57K | 0.0% | $35.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 72 | Nomura Asset Management Co Ltd | 127.36K | +188.3% | $31.59M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | UBS AM, a distinct business unit of… | 117.88K | +5492.0% | $29.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Toronto Dominion Bank | 112.50K | -39.1% | $27.82M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 75 | Belvedere Trading LLC | 100.88K | +82.6% | $25.02M | 3.3% | ▲ Add | 2 | SEC ↗ |
| 76 | Cwm, Llc | 83.84K | -1.4% | $20.79M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 77 | National Bank Of Canada /Fi/ | 83.13K | +26.8% | $20.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 78 | Quantinno Capital Management LP | 67.68K | +28.5% | $16.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Gotham Asset Management ✦ | 41.89K | +20.1% | $10.39M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 80 | Sei Investments Co | 41.08K | +150.9% | $10.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 81 | Mackenzie Financial Corp | 38.81K | -27.2% | $9.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Arrowstreet Capital ✦ | 36.63K | +14.1% | $9.08M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 83 | BNP Paribas Asset Management… | 36.10K | +8.7% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Voya Investment Management Llc | 33.90K | -29.0% | $8.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 85 | Rhumbline Advisers | 33.28K | +345.9% | $8.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Financial Engines Advisors L.L.C. | 27.77K | -4.5% | $6.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | American Century Companies Inc | 26.40K | -15.6% | $6.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Bank Julius Baer & Co. Ltd, Zurich | 25.26K | +152.9% | $6.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Mirae Asset Global Investments Co.… | 21.11K | -75.9% | $5.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Loomis Sayles & Co L P | 19.75K | +199.6% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Bank Of Nova Scotia | 19.67K | 0.0% | $4.88M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 92 | TD Waterhouse Canada Inc. | 18.20K | +8.4% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | New York State Common Retirement… | 16.45K | +1.8% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | T. Rowe Price ✦ | 16.32K | -27.1% | $4.05M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 95 | Simplex Trading, Llc | 16.23K | Новый | $4.02M | 0.1% | New | 1 | SEC ↗ |
| 96 | Tidal Investments LLC | 15.49K | -46.8% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Principal Financial Group Inc | 14.83K | -38.6% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 98 | Russell Investments Group, Ltd. | 14.26K | -12.9% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 99 | State Of Wisconsin Investment Board | 12.60K | -78.8% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Tudor Investment Corp Et Al | 9.56K | -98.5% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Clearbridge Investments, LLC | $77.50M | 0.1% |
| Two Sigma Investments | $62.46M | 0.1% |
| Simplex Trading, Llc | $4.02M | 0.1% |
Закрыто
| IMC-Chicago, LLC | $390.28M | составлял 6.9% |
| Allianz Asset Management GmbH | $288.78M | составлял 0.3% |
| Parallax Volatility Advisers… | $154.04M | составлял 5.4% |
| Balyasny Asset Management L.P. | $78.73M | составлял 0.2% |
| Marshall Wace | $74.30M | составлял 0.1% |
| Capstone Investment Advisors… | $45.48M | составлял 0.5% |
| Alkeon Capital Management Llc | $44.19M | составлял 0.2% |
| LMR Partners LLP | $35.73M | составлял 0.4% |
| Starboard Value | $33.72M | составлял 0.6% |
| Squarepoint Ops LLC | $20.61M | составлял 0.0% |
| Jennison Associates Llc | $4.73M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,547 держатели, 299.56M акции, $71.06B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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