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Hound Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Hound Partners’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
-581,571
Closed -$95.9M – 15
2022
Q3 		$95.9M Sell
581,571
-900,483
-61% -$164M 18.21% 1
2022
Q2 		$251M Buy
1,482,054
+769,283
+108% +$142M 20.36% 2
2022
Q1 		$146M Buy
712,771
+67,072
+10% +$13.7M 9.46% 2
2021
Q4 		$144M Buy
645,699
+91,421
+16% +$20.7M 8.08% 2
2021
Q3 		$121M Buy
554,278
+270,291
+95% +$59.9M 6.45% 3
2021
Q2 		$65.1M Buy
283,987
+80,988
+40% +$18.2M 3.15% 11
2021
Q1 		$44.9M Buy
+202,999
New +$44.3M 2.12% 17

Other funds holding IWM

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Hound Partners's IWM Position: Q4 2022 in Review

Hound Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 581,571 shares — an estimated $95.9M sold.

Hound Partners first reported a position in IWM in Q1 2021 and held it in 7 quarters. The position peaked at $251M in Q2 2022. 1,982 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Hound Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Hound Partners sold 581,571 iShares Russell 2000 ETF shares in Q4 2022, an estimated $95.9M.
  • Hound Partners first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 7 quarters.
  • Hound Partners's iShares Russell 2000 ETF position peaked at $251M in Q2 2022.
  • 1,982 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Hound Partners's 13F filing for Q4 2022, filed 14 Feb 2023.