Top public holders · 13F and disclosure aggregation

Who owns IWM? 13F holders and whale ownership

IWM is tracked across public portfolios in Whale Analyzer. This page answers who owns IWM, which top funds are buying IWM, aggregate disclosed value, and recent position changes based on public data. NPS Korea is the largest reported holder at $2.69B; the top five funds control 100.0% of reported ownership; institutions were net selling last quarter (0 increased, 1 reduced); the stock trades above the aggregate whale cost basis of $149.76. Top tracked holders include NPS Korea and Ray Dalio.

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PCX · latest quote

$299.83

+$4.24 (+1.4%)

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2Tracked holders

$4.44BAggregate reported value

2026-05-21Page updated

1 held, 1 reducedRecent changes

Top holders

Investor	Reported value	Shares	Change
NPS Korea 13F portfolio National Pension Service holdings	$2.69B	4.1M	Held
Ray Dalio 13F portfolio Bridgewater Associates holdings	$1.75B	2.7M	Reduced

Ownership concentration

Reported ownership of IWM is highly concentrated across tracked institutions.

Single largest holder: 60.6% of reported ownership
Top 5 holders: 100.0%
Top 10 holders: 100.0%

Whale activity this quarter

Across 2 tracked institutions, 1 held, 1 reduced. Net positioning is net selling.

NPS Korea — National Pension Service ($2.69B) (→ 0.0% qoq shares) · avg cost $162.82
Ray Dalio — Bridgewater Associates ($1.75B) (▼ 36.0% qoq shares) · avg cost $129.68

Whale cost basis vs current price

The aggregate tracked cost basis is $149.76 versus a current price of $299.83, so IWM trades above its cost basis (+100.2%). Average unrealized P&L across tracked holders: 94%.

Sector positioning — ETF / Fund

IWM sits within the ETF / Fund sector alongside 47 other tracked names. Compare whale ownership across peers:

How to use this page

Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live IWM dashboard for price charts and cross-investor scans, or read the SEC 13F guide.

This page is generated from public filings and public disclosures. It is for research and education only and is not investment advice.

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Learn more in Whale Analyzer Academy

Deepen your read on IWM with these Whale Analyzer Academy guides:

Frequently asked questions

Who owns IWM stock?

Whale Analyzer tracks 2 public institutional holders of IWM with a combined reported value of $4.44B. See the holder table above for the largest tracked positions.

Which top funds are buying IWM?

Tracked institutions were net selling last quarter — 1 held, 1 reduced. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.

How concentrated is IWM ownership?

The top five tracked holders report 100.0% of aggregate ownership.

Is IWM above or below the whale cost basis?

The aggregate tracked cost basis is $149.76 versus a current price of $299.83 (+100.2%).

What does 13F ownership mean for IWM?

Use the interactive IWM dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.