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Caxton Associates (New York)’s iShares Russell 2000 ETF IWM Stock Holding History

Caxton Associates (New York)’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
2024
Q4 		$59K Buy
+267
New +$60.9K ﹤0.01% 477
2023
Q1 		– Sell
-18,850
Closed -$3.29M – 564
2022
Q4 		$3.29M Sell
18,850
-850
-4% -$151K 0.22% 29
2022
Q3 		$3.25M Buy
+19,700
New +$3.59M 0.43% 25
2022
Q2 		– Sell
-157,250
Closed -$29M – 643
2022
Q1 		$32.3M Buy
157,250
+134,750
+599% +$27.5M 2.63% 6
2021
Q4 		$5M Sell
22,500
-16,600
-42% -$3.75M 0.51% 30
2021
Q3 		$8.55M Sell
39,100
-15,400
-28% -$3.41M 0.95% 22
2021
Q2 		$12.5M Buy
+54,500
New +$12.3M 1.37% 14
2018
Q3 		– Sell
-38,299
Closed -$6.47M – 468
2018
Q2 		$6.27M Buy
+38,299
New +$6.13M 0.32% 69
2017
Q1 		– Sell
-37,500
Closed -$5.12M – 417
2016
Q4 		$5.06M Sell
37,500
-208,600
-85% -$26.7M 0.23% 83
2016
Q3 		$30.6M Buy
+246,100
New +$29.9M 1.03% 17
2015
Q4 		– Sell
-92,500
Closed -$10.7M – 77
2015
Q3 		$10.1M Buy
+92,500
New +$11M 0.62% 34

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Caxton Associates (New York)'s IWM Position: Q4 2024 in Review

Caxton Associates (New York) opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2024: 267 shares worth $59K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Caxton Associates (New York) previously reported a position in IWM as recently as Q4 2022.

Caxton Associates (New York) first reported a position in IWM in Q3 2015 and has held it in 11 quarters since. The position peaked at $32.3M in Q1 2022. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Caxton Associates (New York) held 267 shares of iShares Russell 2000 ETF worth $59K as of Q4 2024.
  • iShares Russell 2000 ETF was a new Caxton Associates (New York) position in Q4 2024.
  • iShares Russell 2000 ETF made up ﹤0.01% of Caxton Associates (New York)'s portfolio in Q4 2024, its #477 holding.
  • Caxton Associates (New York) first reported a position in iShares Russell 2000 ETF in Q3 2015 and has held it in 11 quarters since.
  • Caxton Associates (New York)'s iShares Russell 2000 ETF position peaked at $32.3M in Q1 2022.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.