IWM — ISHARES TR

Ownership history in Brevan Howard Capital Management LP  ·  27 quarters on record

AI Ownership Summary

Brevan Howard Capital Management LP reported ISHARES TR (IWM) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.69% in 2025 Q1. The latest visible filing shows IWM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brevan Howard Capital Management LP's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.69% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWM stock page Brevan Howard Capital Management LP fund profile Brevan Howard Capital Management LP full holdings
How Brevan Howard Capital Management LP held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 19 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16,000 -100,000 -86.2% 0.04% $3.9M 2026-02-14 (Est.) $262.49
2025 Q4 REDUCED 116,000 -184,000 -61.3% 0.31% $28.6M 2026-02-14 (Est.) $262.49
2025 Q3 ADDED 300,000 +287,123 +2229.7% 0.32% $72.6M 2025-11-14 $236.27
2025 Q3 REDUCED 12,877 -1,558,123 -99.2% 0.01% $3.1M 2025-11-14 $236.27
2025 Q2 ADDED 1,571,000 +171,000 +12.2% 1.96% $339.0M 2025-08-14 $226.43
2025 Q1 ADDED 1,400,000 +900,000 +180.0% 2.69% $279.3M 2025-05-15 $205.91
2024 Q4 ADDED 500,000 +467,753 +1450.5% 0.71% $110.5M 2025-02-14 $223.06
2024 Q4 REDUCED 32,247 -467,753 -93.6% 0.05% $7.1M 2025-02-14 $223.06
2024 Q3 ADDED 500,000 +456,726 +1055.4% 0.77% $110.4M 2024-11-14 $228.28
2024 Q3 REDUCED 43,274 -40,026 -48.1% 0.07% $9.6M 2024-11-14 $228.28
2024 Q3 REDUCED 83,300 -266,700 -76.2% 0.13% $18.4M 2024-11-14 $228.28
2024 Q2 ADDED 350,000 +300,609 +608.6% 0.63% $71.0M 2024-08-14 $202.72
2024 Q2 REDUCED 49,391 -250,609 -83.5% 0.09% $10.0M 2024-08-14 $202.72
2024 Q2 REDUCED 300,000 -399,000 -57.1% 0.54% $60.9M 2024-08-14 $202.72
2024 Q1 ADDED 699,000 +347,500 +98.9% 1.32% $147.0M 2024-05-15 $204.86
2024 Q1 ADDED 351,500 +25,000 +7.7% 0.67% $73.9M 2024-05-15 $204.86
2023 Q4 REDUCED 326,500 -223,500 -40.6% 0.80% $65.5M 2024-02-14 $194.28
2023 Q4 ADDED 550,000 +547,917 +26304.2% 1.35% $110.4M 2024-02-14 $194.28
2023 Q4 REDUCED 2,083 -224,417 -99.1% 0.01% $418K 2024-02-14 $194.28
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q1 — sorted by position size

Baron Financial Group, LLC 3Y 9.79% OFS Enterprise LLC 8.68% Parkside Investments, LLC 3Y 7Y 7.68% Platt Investment Counsel, LLC 3Y 6.22% Stairway Partners, LLC 3Y 7Y 5.44% First Financial Bank - Trust Division 3Y 7Y 5.25% ANDERSON HOAGLAND & CO 3Y 7Y 4.04% WINCAP FINANCIAL LLC 3.89% BayBridge Capital Group, LLC 3.74% COREPATH WEALTH PARTNERS LLC 3Y 3.61%

FAQ About Brevan Howard Capital Management LP and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brevan Howard Capital Management LP reported owning IWM?

Brevan Howard Capital Management LP reported IWM across 19 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWM position in Brevan Howard Capital Management LP's portfolio?

The largest reported portfolio weight for IWM was 2.69% in 2025 Q1.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when Brevan Howard Capital Management LP reported 16,000 shares, equal to 0.04% of portfolio, with an estimated market value of $3.9M.

What does the chart on this IWM ownership page compare?

The chart compares Brevan Howard Capital Management LP's quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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