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Gems Management Ltd’s iShares Russell 2000 Value ETF IWN Stock Holding History

Gems Management Ltd’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$10.2M Buy
+111,425
New +$10M 14.49% 3

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gems Management Ltd's IWN Position: Q3 2013 in Review

Gems Management Ltd opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2013: 111,425 shares worth $10.2M. The stake represents 14.49% of the portfolio and ranks #3 among its holdings.

328 funds tracked by Wall St. Rank hold IWN as of Q3 2013.

  • Gems Management Ltd held 111,425 shares of iShares Russell 2000 Value ETF worth $10.2M as of Q3 2013.
  • iShares Russell 2000 Value ETF was a new Gems Management Ltd position in Q3 2013.
  • iShares Russell 2000 Value ETF made up 14.49% of Gems Management Ltd's portfolio in Q3 2013, its #3 holding.
  • 328 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2013.

Based on Gems Management Ltd's 13F filing for Q3 2013, filed 4 Nov 2013.