Hudson Bay Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Hudson Bay Capital Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$872M	Buy	3,517,200 +1,268,200	+56%	+$327M	3.01%	5
2025 Q4	$554M	Sell	2,249,000 -1,351,000	-38%	-$332M	1.82%	9
2025 Q3	$871M	Buy	3,600,000 +2,285,300	+174%	+$524M	2.9%	6
2025 Q2	$284M	Sell	1,314,700 -2,385,300	-64%	-$480M	0.96%	23
2025 Q1	$738M	Buy	3,700,000 +2,925,000	+377%	+$634M	2.28%	5
2024 Q4	$171M	Buy	775,000 +571,500	+281%	+$130M	0.6%	38
2024 Q3	$45M	Buy	203,500 +108,500	+114%	+$23.2M	0.18%	92
2024 Q2	$19.3M	Buy	+95,000	New	+$19.2M	0.09%	144
2024 Q1	–	Sell	-100,000	Closed	-$20.1M	–	809
2023 Q4	$20.1M	Hold	100,000	–	–	0.13%	101
2023 Q3	$17.7M	Buy	100,000 +75,000	+300%	+$14.1M	0.14%	102
2023 Q2	$4.68M	Sell	25,000 -245,000	-91%	-$43.7M	0.03%	321
2023 Q1	$48.2M	Buy	+270,000	New	+$49.7M	0.4%	62
2022 Q2	–	Sell	-110,000	Closed	-$22.6M	–	1376
2022 Q1	$22.6M	Sell	110,000 -240,000	-69%	-$49M	0.31%	48
2021 Q4	$77.9M	Buy	350,000 +320,000	+1,067%	+$72.3M	0.79%	28
2021 Q3	$6.56M	Buy	+30,000	New	+$6.65M	0.09%	248

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hudson Bay Capital Management's IWM Position: Q1 2026 in Review

Hudson Bay Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 51% in Q1 2026, buying an estimated $29.9M and bringing the position to 340,800 shares worth $84.5M. The position accounts for 0.29% of the portfolio, ranked #67.

Hudson Bay Capital Management first reported a position in IWM in Q4 2015 and has held it in 21 quarters since. The position peaked at $240M in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Hudson Bay Capital Management held 340,800 shares of iShares Russell 2000 ETF worth $84.5M as of Q1 2026.
Hudson Bay Capital Management bought 115,800 iShares Russell 2000 ETF shares in Q1 2026, an estimated $29.9M.
iShares Russell 2000 ETF made up 0.29% of Hudson Bay Capital Management's portfolio in Q1 2026, its #67 holding.
Hudson Bay Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 21 quarters since.
Hudson Bay Capital Management's iShares Russell 2000 ETF position peaked at $240M in Q1 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.