Louis Moore Bacon's IWM Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 79,896 shares of iShares Russell 2000 ETF (IWM) worth $19.67 M, representing 0.28% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Louis Moore Bacon has maintained a strategic position in IWM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 970,000 shares. Largest reduction occurred in Q4 2017, reducing 904,000 shares.
Analysis based on 13F filings available since 2013 Q2
Louis Moore Bacon's iShares Russell 2000 ETF (IWM) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 ETF (IWM) Trades by Louis Moore Bacon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -39,138 | Reduce 32.88% | 79,896 | $246.16 |
| Q3 2025 | -32,046 | Reduce 21.21% | 119,034 | $241.96 |
| Q2 2025 | -659,320 | Reduce 81.36% | 151,080 | $215.79 |
| Q1 2025 | +720,133 | Add 797.78% | 810,400 | $199.49 |
| Q4 2024 | +84,532 | Add 1473.97% | 90,267 | $220.96 |
| Q3 2024 | -29,065 | Reduce 83.52% | 5,735 | $220.89 |
| Q2 2024 | -45,800 | Reduce 56.82% | 34,800 | $202.89 |
| Q1 2024 | +72,350 | Add 876.97% | 80,600 | $210.30 |
| Q4 2023 | +8,250 | New Buy | 8,250 | $200.71 |
| Q3 2023 | -8,750 | Sold Out | 0 | $0.00 |
| Q2 2023 | -250 | Reduce 2.78% | 8,750 | $187.27 |
| Q1 2023 | +2,500 | Add 38.46% | 9,000 | $178.40 |
| Q4 2022 | +6,500 | New Buy | 6,500 | $174.36 |
| Q1 2019 | -148,151 | Sold Out | 0 | $0.00 |
| Q4 2018 | +148,151 | New Buy | 148,151 | $133.90 |
| Q1 2018 | -66,000 | Sold Out | 0 | $0.00 |
| Q4 2017 | -904,000 | Reduce 93.20% | 66,000 | $152.45 |
| Q3 2017 | +970,000 | New Buy | 970,000 | $148.18 |
| Q1 2017 | -260,000 | Sold Out | 0 | $0.00 |
| Q4 2016 | +260,000 | New Buy | 260,000 | $134.85 |
| Q1 2014 | -150,000 | Sold Out | 0 | $0.00 |
| Q4 2013 | +150,000 | New Buy | 150,000 | $115.31 |
| Q3 2013 | -105,000 | Sold Out | 0 | $0.00 |
| Q2 2013 | +105,001 | Add 0.00% | 105,000 | $97.16 |
Louis Moore Bacon's iShares Russell 2000 ETF Investment FAQs
Louis Moore Bacon first purchased iShares Russell 2000 ETF (IWM) in Q2 2013, acquiring 105,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon has held iShares Russell 2000 ETF (IWM) for 24 quarters since Q2 2013.
Louis Moore Bacon's largest addition to iShares Russell 2000 ETF (IWM) was in Q3 2017, adding 970,000 shares worth $143.74 M.
According to the latest 13F filing for Q4 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 79,896 shares of iShares Russell 2000 ETF (IWM), valued at approximately $19.67 M.
As of the Q4 2025 filing, iShares Russell 2000 ETF (IWM) represents approximately 0.28% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.
Louis Moore Bacon's peak holding in iShares Russell 2000 ETF (IWM) was 970,000 shares, as reported at the end of Q3 2017.