PEAK6 Investments LLC IWM — ISHARES TR

Ownership history in PEAK6 Investments LLC  ·  55 quarters on record

AI Ownership Summary

PEAK6 Investments LLC reported ISHARES TR (IWM) in 55 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.05% in 2023 Q4. The latest visible filing shows IWM at 0.03% 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 PEAK6 Investments LLC'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
2024 Q3

IWM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2023 Q4

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 2024 Q3

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 PEAK6 Investments LLC fund profile PEAK6 Investments LLC full holdings
How PEAK6 Investments LLC held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 97.0% +0.2% ❌ 57,363 -1,828,337 -97.0% 0.03% $12.7M 2024-11-14 (Est.) $228.28
2024 Q3 ADDED — — — 1,885,700 +592,400 +45.8% 0.93% $416.5M 2024-11-14 (Est.) $228.28
2024 Q3 ADDED — — — 1,293,300 +1,167,313 +926.5% 0.64% $285.7M 2024-11-14 (Est.) $228.28
2024 Q2 REDUCED 91.9% +9.2% ❌ 125,987 -1,431,413 -91.9% 0.07% $25.6M 2024-08-14 $202.72
2024 Q2 ADDED — — — 1,557,400 +875,800 +128.5% 0.82% $316.0M 2024-08-14 $202.72
2024 Q2 ADDED — — — 681,600 +681,598 +34079900.0% 0.36% $138.3M 2024-08-14 $202.72
2024 Q1 REDUCED 100.0% -4.1% ✅ 2 -462,298 -100.0% 0.00% $515 2024-05-14 $202.33
2024 Q1 REDUCED 33.8% -4.1% ✅ 462,300 -236,400 -33.8% 0.25% $97.2M 2024-05-14 $202.33
2024 Q1 REDUCED 50.6% -4.1% ✅ 698,700 -716,000 -50.6% 0.38% $146.9M 2024-05-14 $202.33
2023 Q4 ADDED — — — 1,414,700 +20,300 +1.5% 1.05% $283.9M 2024-02-13 $189.87
2023 Q4 ADDED — — — 1,394,400 +769,900 +123.3% 1.04% $279.9M 2024-02-13 $189.87
44 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

TCM Advisors, LLC 3Y 73.57% Ripple Effect Asset Management LP 51.16% Creek Drive Management Group LLC 45.19% Bracebridge Capital, LLC 3Y 7Y 41.48% HIGHLAND PEAK CAPITAL, LLC 3Y 33.23% Deer Park Road Corp 3Y 7Y 31.47% Luxor Capital Group, LP 3Y 7Y 29.92% EVR Research LP 3Y 29.76% Knighthead Capital Management, LLC 3Y 7Y 24.48% Tribune Investment Group LP 23.75%

FAQ About PEAK6 Investments LLC and IWM

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

How long has PEAK6 Investments LLC reported owning IWM?

PEAK6 Investments LLC reported IWM across 11 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported IWM position in PEAK6 Investments LLC's portfolio?

The largest reported portfolio weight for IWM was 1.05% in 2023 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2024 Q3, when PEAK6 Investments LLC reported 57,363 shares, equal to 0.03% of portfolio, with an estimated market value of $12.7M.

What does the chart on this IWM ownership page compare?

The chart compares PEAK6 Investments LLC'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.

How well did PEAK6 Investments LLC time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, PEAK6 Investments LLC correctly timed 17 out of 54 reported position changes (31%). The annualised alpha on IWM relative to SPY over the holding period was -5.9%.

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