Brigade Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Brigade Capital Management’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
2022 Q4	–	Sell	-169,500	Closed	-$28M	–	25
2022 Q3	$28M	Buy	+169,500	New	+$30.9M	2.83%	5
2020 Q1	–	Sell	-40,000	Closed	-$5.96M	–	57
2019 Q4	$6.63M	Buy	+40,000	New	+$6.32M	0.49%	29

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Brigade Capital Management's IWM Position: Q4 2022 in Review

Brigade Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 169,500 shares — an estimated $28M sold.

Brigade Capital Management first reported a position in IWM in Q4 2019 and held it in 2 quarters. The position peaked at $28M in Q3 2022. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Brigade Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
Brigade Capital Management sold 169,500 iShares Russell 2000 ETF shares in Q4 2022, an estimated $28M.
Brigade Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 2 quarters.
Brigade Capital Management's iShares Russell 2000 ETF position peaked at $28M in Q3 2022.
1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Brigade Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.