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BlackRock Institutional Trust’s iShares Russell 2000 ETF IWM Stock Holding History

BlackRock Institutional Trust’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
2016
Q2 		– Sell
-129,000
Closed -$14.3M – 3919
2016
Q1 		$14.3M Buy
+129,000
New +$13.4M ﹤0.01% 2029
2015
Q1 		– Sell
-30,000
Closed -$3.59M – 3867
2014
Q4 		$3.59M Buy
+30,000
New +$3.43M ﹤0.01% 2865

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock Institutional Trust's IWM Position: Q4 2016 in Review

BlackRock Institutional Trust increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q4 2016, buying an estimated $280M and bringing the position to 14,843,420 shares worth $2B. The position accounts for 0.3% of the portfolio, ranked #60.

BlackRock Institutional Trust first reported a position in IWM in Q2 2013 and has held it in 15 quarters since. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.

  • BlackRock Institutional Trust held 14,843,420 shares of iShares Russell 2000 ETF worth $2B as of Q4 2016.
  • BlackRock Institutional Trust bought 2,189,881 iShares Russell 2000 ETF shares in Q4 2016, an estimated $280M.
  • iShares Russell 2000 ETF made up 0.3% of BlackRock Institutional Trust's portfolio in Q4 2016, its #60 holding.
  • BlackRock Institutional Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 15 quarters since.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.