Howard Hughes Medical Institute’s iShares Russell 2000 ETF IWM Stock Holding History

Howard Hughes Medical Institute’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
2014 Q4	–	Sell	-100,000	Closed	-$10.9M	–	183
2014 Q3	$10.9M	Sell	100,000 -50,000	-33%	-$5.72M	2.43%	3
2014 Q2	$17.8M	Sell	150,000 -200,000	-57%	-$22.7M	2.99%	3
2014 Q1	$40.7M	Sell	350,000 -200,000	-36%	-$23.1M	5.78%	3
2013 Q4	$63.4M	Buy	+550,000	New	+$60.7M	9.57%	3

Other funds holding IWM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Howard Hughes Medical Institute's IWM Position: Q4 2014 in Review

Howard Hughes Medical Institute sold out of iShares Russell 2000 ETF (IWM) in Q4 2014, closing a stake of 100,000 shares — an estimated $10.9M sold.

Howard Hughes Medical Institute first reported a position in IWM in Q4 2013 and held it in 4 quarters. The position peaked at $63.4M in Q4 2013. 879 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

Howard Hughes Medical Institute reported no remaining iShares Russell 2000 ETF position as of Q4 2014 after selling out during the quarter.
Howard Hughes Medical Institute sold 100,000 iShares Russell 2000 ETF shares in Q4 2014, an estimated $10.9M.
Howard Hughes Medical Institute first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 4 quarters.
Howard Hughes Medical Institute's iShares Russell 2000 ETF position peaked at $63.4M in Q4 2013.
879 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on Howard Hughes Medical Institute's 13F filing for Q4 2014, filed 11 Feb 2015.