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UBS O'Connor’s iShares Russell 2000 ETF IWM Stock Holding History

UBS O'Connor’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
2025
Q4 		$12.8M Buy
+52,000
New +$12.8M 0.34% 30
2025
Q3 		– Sell
-25,000
Closed -$5.39M – 375
2025
Q2 		$5.39M Buy
+25,000
New +$5.03M 0.15% 76
2022
Q1 		– Sell
-25,000
Closed -$5.56M – 1009
2021
Q4 		$5.56M Buy
+25,000
New +$5.65M 0.05% 167
2020
Q3 		– Sell
-100,000
Closed -$15M – 371
2020
Q2 		$14.3M Buy
+100,000
New +$13.1M 0.32% 76
2020
Q1 		– Sell
-44,500
Closed -$7.37M – 368
2019
Q4 		$7.37M Buy
+44,500
New +$7.03M 0.21% 96
2017
Q4 		– Sell
-20,000
Closed -$3M – 333
2017
Q3 		$2.96M Buy
+20,000
New +$2.81M 0.04% 233
2017
Q2 		– Sell
-98,700
Closed -$13.7M – 434
2017
Q1 		$13.6M Buy
+98,700
New +$13.5M 0.23% 109
2016
Q1 		– Sell
-150,782
Closed -$15.6M – 499
2015
Q4 		$17M Sell
150,782
-110,338
-42% -$12.7M 0.15% 131
2015
Q3 		$28.5M Buy
261,120
+55,970
+27% +$6.64M 0.27% 98
2015
Q2 		$25.6M Buy
205,150
+44,150
+27% +$5.52M 0.21% 138
2015
Q1 		$20M Buy
161,000
+130,525
+428% +$15.7M 0.19% 152
2014
Q4 		$3.65M Sell
30,475
-5,925
-16% -$678K 0.06% 225
2014
Q3 		$3.98M Buy
36,400
+25,654
+239% +$2.94M 0.07% 237
2014
Q2 		$1.28M Buy
10,746
+2,746
+34% +$312K 0.01% 309
2014
Q1 		$931K Buy
+8,000
New +$923K 0.02% 331

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS O'Connor's IWM Position: Q4 2025 in Review

UBS O'Connor opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2025: 52,000 shares worth $12.8M. The stake represents 0.34% of the portfolio and ranks #30 among its holdings. This is a return to the name: UBS O'Connor previously reported a position in IWM as recently as Q2 2025.

UBS O'Connor first reported a position in IWM in Q1 2014 and has held it in 15 quarters since. The position peaked at $28.5M in Q3 2015. 2,601 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • UBS O'Connor held 52,000 shares of iShares Russell 2000 ETF worth $12.8M as of Q4 2025.
  • iShares Russell 2000 ETF was a new UBS O'Connor position in Q4 2025.
  • iShares Russell 2000 ETF made up 0.34% of UBS O'Connor's portfolio in Q4 2025, its #30 holding.
  • UBS O'Connor first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 15 quarters since.
  • UBS O'Connor's iShares Russell 2000 ETF position peaked at $28.5M in Q3 2015.
  • 2,601 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.