IWM
Ishares Russell 2000 Etf
4 super-investors hold IWM worth a combined $417M. The largest position: Henry Ellenbogen at 2.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #248 of 724 scored stocks.
Why super-investors own IWM
Henry Ellenbogen dominates this position, accounting for $255M of the cohort's $417M combined stake and carrying IWM at 2.6% of his portfolio — the only meaningful concentration among the four holders. Ellenbogen added to his position in 2026Q1, the sole activity across the cohort this quarter. Joel Greenblatt holds $159M worth but at just 0.1% of portfolio, suggesting a tactical or hedging role rather than a high-conviction bet; Bill Nygren's position is negligible at roughly $132K. The owner count history — oscillating between 0 and 1 for most of the past eight quarters before settling at 1 — reflects episodic rather than sustained cohort interest, with Ellenbogen's conviction being the primary reason this ETF appears on the tracker at all.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 2.6% | 15q | $255M | 1,027,614 |
| 2 | Joel Greenblatt | 0.1% | 38q | $159M | 641,228 |
| 3 | David Katz | 0.2% | 40q | $3M | 10,281 |
| 4 | Bill Nygren | 0.0% | 5q | $132K | 533 |
Owners of IWM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | ADD | 2.6% | +962% | $255M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 464287655. Not investment advice.