Louis Moore Bacon's IWM Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 119,034 shares of iShares Russell 2000 ETF (IWM) worth $28.8 M, representing 0.40% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Louis Moore Bacon has maintained a long-term strategic position in IWM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 720,133 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +105,001 | Add 0.00% | 105,000 | $97.16 |
| Q3 2013 | -105,000 | Sold Out | 105,000 | $0.00 |
| Q4 2013 | +150,000 | New Buy | 150,000 | $115.31 |
| Q1 2014 | -150,000 | Sold Out | 150,000 | $0.00 |
| Q4 2016 | +260,000 | New Buy | 260,000 | $134.85 |
| Q1 2017 | -260,000 | Sold Out | 260,000 | $0.00 |
| Q3 2017 | +970,000 | New Buy | 970,000 | $148.18 |
| Q4 2017 | -904,000 | Reduce 93.20% | 66,000 | $152.45 |
| Q1 2018 | -66,000 | Sold Out | 66,000 | $0.00 |
| Q4 2018 | +148,151 | New Buy | 148,151 | $133.90 |
| Q1 2019 | -148,151 | Sold Out | 148,151 | $0.00 |
| Q4 2022 | +6,500 | New Buy | 6,500 | $174.36 |
| Q1 2023 | +2,500 | Add 38.46% | 9,000 | $178.40 |
| Q2 2023 | -250 | Reduce 2.78% | 8,750 | $187.27 |
| Q3 2023 | -8,750 | Sold Out | 8,750 | $0.00 |
| Q4 2023 | +8,250 | New Buy | 8,250 | $200.71 |
| Q1 2024 | +72,350 | Add 876.97% | 80,600 | $210.30 |
| Q2 2024 | -45,800 | Reduce 56.82% | 34,800 | $202.89 |
| Q3 2024 | -29,065 | Reduce 83.52% | 5,735 | $220.89 |
| Q4 2024 | +84,532 | Add 1473.97% | 90,267 | $220.96 |
| Q1 2025 | +720,133 | Add 797.78% | 810,400 | $199.49 |
| Q2 2025 | -659,320 | Reduce 81.36% | 151,080 | $215.79 |
| Q3 2025 | -32,046 | Reduce 21.21% | 119,034 | $241.96 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon's largest addition to iShares Russell 2000 ETF (IWM) was in Q3 2017, adding 970,000 shares worth $143.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 119,034 shares of iShares Russell 2000 ETF (IWM), valued at approximately $28.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Russell 2000 ETF (IWM) represents approximately 0.40% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon's peak holding in iShares Russell 2000 ETF (IWM) was 970,000 shares, as reported at the end of Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.