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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 		$10.8K Buy
+45,000
New +$11.1M ﹤0.01% 218
2025
Q2 		– Sell
-45,000
Closed -$172K – 424
2025
Q1 		$172K Buy
45,000
+9,000
+25% +$1.95M ﹤0.01% 253
2024
Q4 		$216K Buy
+36,000
New +$8.21M 0.01% 326
2024
Q3 		– Sell
-180,000
Closed -$18.9K – 555
2024
Q2 		$18.9K Buy
+180,000
New +$36.4M ﹤0.01% 480
2023
Q4 		– Sell
-350,000
Closed -$1.15M – 561
2023
Q3 		$1.15M Buy
350,000
+10,000
+3% +$1.88M 0.02% 314
2023
Q2 		$104K Sell
340,000
-1,890,000
-85% -$337M ﹤0.01% 491
2023
Q1 		$1.73M Buy
+2,230,000
New +$411M 0.04% 345
2021
Q2 		– Sell
-50,000
Closed -$5K – 907
2021
Q1 		$5K Buy
+50,000
New +$10.9M ﹤0.01% 803
2020
Q4 		– Sell
-17,000
Closed -$80K – 617
2020
Q3 		$80K Buy
+17,000
New +$2.56M ﹤0.01% 299
2018
Q1 		– Sell
-500,000
Closed -$148K – 336
2017
Q4 		$148K Sell
500,000
-100,000
-17% -$15M ﹤0.01% 276
2017
Q3 		$184K Buy
600,000
+100,000
+20% +$14.1M ﹤0.01% 317
2017
Q2 		$715K Buy
+500,000
New +$69.2M 0.01% 327
2016
Q2 		– Sell
-195,500
Closed -$93K – 457
2016
Q1 		$93K Sell
195,500
-104,500
-35% -$10.8M ﹤0.01% 412
2015
Q4 		$292K Sell
300,000
-800,000
-73% -$92.3M ﹤0.01% 398
2015
Q3 		$1.16M Buy
1,100,000
+810,000
+279% +$96M 0.01% 422
2015
Q2 		$594K Buy
+290,000
New +$36.2M ﹤0.01% 681
2014
Q4 		– Sell
-20,000
Closed -$98K – 673
2014
Q3 		$98K Buy
20,000
+8,900
+80% +$1.02M ﹤0.01% 422
2014
Q2 		$5K Buy
+11,100
New +$1.26M ﹤0.01% 428
2014
Q1 		– Sell
-20,000
Closed -$6K – 481
2013
Q4 		$6K Buy
+20,000
New +$2.21M ﹤0.01% 393
2013
Q3 		– Sell
-10,000
Closed -$12K – 505
2013
Q2 		$12K Buy
+10,000
New +$955K ﹤0.01% 502

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.