DeepCurrents Investment Group LLC IWM — ISHARES TR

Ownership history in DeepCurrents Investment Group LLC  ·  21 quarters on record

AI Ownership Summary

DeepCurrents Investment Group LLC reported ISHARES TR (IWM) in 21 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 7.45% in 2025 Q3. The latest visible filing shows IWM at 1.17% 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 DeepCurrents Investment Group 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
2026 Q2

IWM was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.45% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 DeepCurrents Investment Group LLC fund profile DeepCurrents Investment Group LLC full holdings
How DeepCurrents Investment Group 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,288 +638 +98.2% 1.17% $38.7M 2026-08-14 $305.09
2026 Q1 ADDED — — — 650 +210 +47.7% 0.52% $16.1M 2026-05-15 $276.94
2025 Q4 REDUCED 27.8% +0.9% ❌ 440 -169 -27.8% 0.35% $10.8M 2026-02-13 $261.87
2025 Q3 REDUCED 94.9% +3.6% ❌ 609 -11,391 -94.9% 0.38% $14.74B 2025-11-14 $235.71
2025 Q3 REDUCED 74.2% +3.6% ❌ 12,000 -34,522 -74.2% 7.45% $290.35B 2025-11-14 $235.71
2025 Q2 ADDED — — — 46,522 +46,006 +8915.9% 0.34% $10.04B 2025-08-14 $225.89
2025 Q2 REDUCED 96.9% +12.3% ❌ 516 -16,316 -96.9% 0.37% $11.13B 2025-08-14 $225.89
2025 Q1 ADDED — — — 16,832 +15,713 +1404.2% 0.10% $3.36B 2025-05-15 $205.42
2025 Q1 ADDED — — — 1,119 +563 +101.3% 0.69% $22.32B 2025-05-15 $205.42
2024 Q4 REDUCED 97.4% -9.5% ✅ 556 -20,516 -97.4% 0.39% $12.29B 2025-02-14 $222.53
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q2 — sorted by position size

TCM Advisors, LLC 3Y 71.28% Tenzing Global Management, LLC 3Y 7Y 45.11% Troluce Capital Advisors LLC 3Y 30.94% Dauntless Investment Group, LLC 28.33% FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. 22.9% ARMISTICE CAPITAL, LLC 3Y 7Y 21.32% AIGH Capital Management LLC 3Y 20.89% Irenic Capital Management LP 3Y 20.57% Nantahala Capital Management, LLC 3Y 7Y 20.0% Converium Capital Inc. 19.92%

FAQ About DeepCurrents Investment Group 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 DeepCurrents Investment Group LLC reported owning IWM?

DeepCurrents Investment Group LLC reported IWM across 10 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IWM position in DeepCurrents Investment Group LLC's portfolio?

The largest reported portfolio weight for IWM was 7.45% in 2025 Q3.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q2, when DeepCurrents Investment Group LLC reported 1,288 shares, equal to 1.17% of portfolio, with an estimated market value of $38.7M.

What does the chart on this IWM ownership page compare?

The chart compares DeepCurrents Investment Group 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 DeepCurrents Investment Group LLC time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, DeepCurrents Investment Group LLC correctly timed 13 out of 17 reported position changes (76%). The annualised alpha on IWM relative to SPY over the holding period was -2.3%.

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