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Polar Asset Management Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Polar Asset Management 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
2024
Q4 		– Sell
-22,700
Closed -$5.18M – 736
2024
Q3 		$5.01M Sell
22,700
-75,000
-77% -$16M 0.11% 194
2024
Q2 		$19.8M Sell
97,700
-15,000
-13% -$3.03M 0.41% 47
2024
Q1 		$23.7M Sell
112,700
-4,100
-4% -$818K 0.4% 33
2023
Q4 		$23.4M Buy
+116,800
New +$20.9M 0.4% 39
2023
Q3 		– Sell
-340,700
Closed -$63.8M – 930
2023
Q2 		$63.8M Buy
+340,700
New +$60.7M 1.15% 9
2023
Q1 		– Sell
-134,634
Closed -$24.8M – 1103
2022
Q4 		$23.5M Buy
134,634
+6,404
+5% +$1.14M 0.29% 58
2022
Q3 		$21.1M Buy
+128,230
New +$23.4M 0.25% 71
2021
Q4 		– Sell
-25,662
Closed -$5.8M – 1394
2021
Q3 		$5.61M Buy
25,662
+23,003
+865% +$5.1M 0.06% 373
2021
Q2 		$610K Sell
2,659
-41
-2% -$9.22K 0.01% 733
2021
Q1 		$597K Buy
+2,700
New +$590K 0.01% 566
2020
Q2 		– Sell
-38,829
Closed -$5.1M – 525
2020
Q1 		$4.44M Buy
+38,829
New +$5.79M 0.09% 201
2019
Q4 		– Sell
-4,976
Closed -$786K – 442
2019
Q3 		$753K Buy
+4,976
New +$760K 0.01% 327
2017
Q4 		– Sell
-342,800
Closed -$51.5M – 387
2017
Q3 		$50.8M Buy
+342,800
New +$48.2M 1.02% 16
2017
Q1 		– Sell
-7,700
Closed -$1.05M – 280
2016
Q4 		$1.04M Buy
+7,700
New +$984K 0.03% 215
2016
Q3 		– Sell
-5,000
Closed -$608K – 289
2016
Q2 		$575K Buy
+5,000
New +$564K 0.02% 219
2016
Q1 		– Sell
-145,000
Closed -$15M – 265
2015
Q4 		$16.3M Buy
+145,000
New +$16.7M 0.85% 21

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Polar Asset Management Partners's IWM Position: Q4 2024 in Review

Polar Asset Management Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 22,700 shares — an estimated $5.18M sold.

Polar Asset Management Partners first reported a position in IWM in Q4 2015 and held it in 16 quarters. The position peaked at $63.8M in Q2 2023. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Polar Asset Management Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Polar Asset Management Partners sold 22,700 iShares Russell 2000 ETF shares in Q4 2024, an estimated $5.18M.
  • Polar Asset Management Partners first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 16 quarters.
  • Polar Asset Management Partners's iShares Russell 2000 ETF position peaked at $63.8M in Q2 2023.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Polar Asset Management Partners's 13F filing for Q4 2024, filed 14 Feb 2025.