$IWM is held by 58 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 6.55%, with an average of 0.77% of portfolio. Largest holder: Hel Ved Capital Management Ltd at 6.55%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES TR
13F holders
2,675
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 2,675 · Source: 13F-HR01
Solus Alternative Asset Management LP
—
—
02
Banyan Capital Management, Inc.
—
—
03
Brightline Capital Management, LLC
—
—
04
Evergreen Capital Management LLC
—
—
05
Godsey & Gibb, Inc.
—
—
06
Siemens Pension Trust E V
—
—
07
Gibraltar Capital Management, Inc.
—
—
08
Investment Partners Asset Management, Inc.
—
—
09
Authentikos Wealth Advisory, LLC
—
—
10
Aldebaran Capital, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
58 holders · Q1 202601
Hel Ved Capital Management Ltd
6.55% NEW
α +36.9pts
02
Corsicana & Co.
6.00% held
α +20.0pts
03
Ionic Capital Management LLC
5.13% ↓ 5.7pp
α +17.9pts
04
Wincap Financial LLC
3.89% NEW
α +14.0pts
05
Citigroup Inc.
3.62% NEW
α +26.3pts
06
Kingdon Capital Management, L.l.c.
2.82% NEW
α +12.8pts
07
Wilmar Advisors LLC
2.57% NEW
α +11.4pts
08
TRUE Private Wealth Advisors
1.65% NEW
α +23.4pts
09
Quarry LP
1.57% NEW
α +10.6pts
10
Pittenger & Anderson Inc.
1.37% NEW
α +21.3pts
11
Resolute Advisors LLC
1.36% held
α +53.0pts
12
Courier Capital LLC
0.72% NEW
α +14.9pts
13
Pacific Financial Group Inc.
0.64% held
α +14.3pts
14
Plum Street Advisors, LLC
0.59% held
α +18.0pts
15
Duquesne Family Office LLC Stanley Druckenmiller
0.58% ↓ 0.7pp
α +25.4pts
16
Walkner Condon Financial Advisors LLC
0.50% NEW
α +23.7pts
17
Svb Wealth LLC
0.42% held
α +29.6pts
18
ADAR1 Capital Management, LLC
0.40% held
α +74.0pts
19
IAM Advisory, LLC
0.38% NEW
α +49.7pts
20
New England Professional Planning Group Inc.
0.35% NEW
α +25.4pts
21
Hummer Financial Advisory Services Inc
0.35% NEW
α +53.0pts
22
Narus Financial Partners, LLC
0.25% held
α +11.1pts
23
Venture Visionary Partners LLC
0.22% NEW
α +10.3pts
24
Endeavor Private Wealth, Inc.
0.20% held
α +13.5pts
25
Bradley Foster & Sargent INC
0.18% NEW
α +11.1pts
26
D L Carlson Investment Group Inc.
0.18% held
α +17.7pts
27
Costello Asset Management, INC
0.17% held
α +14.3pts
28
Interactive Financial Advisors, Inc.
0.17% NEW
α +15.2pts
29
Fulton Bank, N.a.
0.16% NEW
α +23.8pts
30
Mountain Hill Investment Partners Corp.
0.15% NEW
α +15.0pts
31
Stelac Advisory Services LLC
0.15% NEW
α +13.4pts
32
Rokos Capital Management LLP
0.14% ↓ 1.2pp
α +12.2pts
33
Quarry Hill Advisors, LLC
0.13% NEW
α +11.4pts
34
Collier Financial
0.10% NEW
α +14.2pts
35
Banco Santander, S.A.
0.10% NEW
α +12.6pts
36
Johnson Financial Group, Inc.
0.10% held
α +14.7pts
37
Fiduciary Alliance LLC
0.08% held
α +16.8pts
38
GM Advisory Group, LLC
0.08% held
α +16.5pts
39
Greenwich Wealth Management LLC
0.08% held
α +12.7pts
40
Sara-Bay Financial
0.08% held
α +22.0pts
41
Cypress Capital Group
0.07% held
α +12.6pts
42
Wellington Management Group LLP
0.05% held
α +10.5pts
43
Retirement Investment Advisors, Inc.
0.04% held
α +16.2pts
44
LM Advisors LLC
0.04% held
α +15.5pts
45
Independent Solutions Wealth Management, LLC
0.03% held
α +19.1pts
46
Linscomb Wealth, Inc.
0.03% held
α +32.6pts
47
Choate Investment Advisors
0.03% held
α +13.8pts
48
Principal Securities, Inc.
0.03% held
α +21.3pts
49
Premier Financial Group
0.03% held
α +25.3pts
50
Banque Pictet & Cie SA
0.03% held
α +10.3pts
51
RFG Advisory, LLC
0.02% held
α +16.2pts
52
Condor Capital Management
0.02% held
α +23.6pts
53
Shufro Rose & Co. LLC
0.02% held
α +32.3pts
54
JTC Employer Solutions Trustee Ltd
0.02% held
α +22.6pts
55
Truepoint, Inc.
0.01% held
α +21.4pts
56
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
57
CV Advisors LLC
0.00% held
α +29.1pts
58
Scopia Capital Management LP
0.00% held
α +10.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IWM in the recent window.
Congress trades · last 90 days
11 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $IWM lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $IWM — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:01 UTC.