Mariner Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Mariner Investment Group’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
2026 Q1	–	Sell	-206,500	Closed	-$90.1K	–	136
2025 Q4	$90.1K	Buy	+206,500	New	+$50.8M	0.01%	92
2024 Q2	–	Sell	-400,000	Closed	-$92K	–	23
2024 Q1	$92K	Buy	400,000 +300,000	+300%	+$59.8M	0.03%	16
2023 Q4	$40.5K	Buy	+100,000	New	+$17.9M	0.01%	16
2020 Q3	–	Sell	-173,000	Closed	-$44K	–	42
2020 Q2	$44K	Buy	+173,000	New	+$22.7M	0.16%	38
2016 Q4	–	Sell	-140,000	Closed	-$19K	–	101
2016 Q3	$19K	Buy	140,000 +115,000	+460%	+$14M	0.01%	77
2016 Q2	$10K	Sell	25,000 -200,000	-89%	-$22.6M	﹤0.01%	134
2016 Q1	$32K	Buy	225,000 +205,000	+1,025%	+$21.2M	0.01%	160
2015 Q4	$40K	Sell	20,000 -50,000	-71%	-$5.77M	0.01%	179
2015 Q3	$428K	Sell	70,000 -820,000	-92%	-$97.2M	0.09%	149
2015 Q2	$2.34M	Buy	890,000 +590,000	+197%	+$73.7M	0.6%	59
2015 Q1	$912K	Buy	+300,000	New	+$36.2M	0.24%	100
2014 Q4	–	Sell	-100,000	Closed	-$213K	–	268
2014 Q3	$213K	Buy	100,000 +40,000	+67%	+$4.58M	0.04%	170
2014 Q2	$38K	Buy	+60,000	New	+$6.81M	0.01%	219
2013 Q3	–	Sell	-300,000	Closed	-$912K	–	298
2013 Q2	$912K	Buy	+300,000	New	+$28.7M	0.38%	44

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

Mariner Investment Group's IWM Position: Q2 2017 in Review

Mariner Investment Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2017, closing a stake of 10,000 shares — an estimated $1.38M sold.

Mariner Investment Group first reported a position in IWM in Q2 2013 and held it in 2 quarters. The position peaked at $2.42M in Q2 2013. 1,081 funds tracked by Wall St. Rank hold IWM as of Q2 2017.

Mariner Investment Group reported no remaining iShares Russell 2000 ETF position as of Q2 2017 after selling out during the quarter.
Mariner Investment Group sold 10,000 iShares Russell 2000 ETF shares in Q2 2017, an estimated $1.38M.
Mariner Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 2 quarters.
Mariner Investment Group's iShares Russell 2000 ETF position peaked at $2.42M in Q2 2013.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2017.

Based on Mariner Investment Group's 13F filing for Q2 2017, filed 27 Jul 2017.