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
2026 Q1	–	Sell	-100,000	Closed	-$24.6M	–	765
2025 Q4	$24.6M	Buy	+100,000	New	+$24.6M	0.31%	62
2024 Q4	–	Sell	-50,000	Closed	-$11M	–	735
2024 Q3	$11M	Buy	+50,000	New	+$10.7M	0.23%	106
2023 Q2	–	Sell	-307,500	Closed	-$54.9M	–	1024
2023 Q1	$54.9M	Buy	+307,500	New	+$56.6M	0.83%	14
2021 Q3	–	Sell	-100,000	Closed	-$22.9M	–	1309
2021 Q2	$22.9M	Sell	100,000 -400,000	-80%	-$89.9M	0.23%	89
2021 Q1	$110M	Sell	500,000 -145,700	-23%	-$31.8M	1.09%	9
2020 Q4	$127M	Buy	645,700 +145,700	+29%	+$25.5M	1.38%	6
2020 Q3	$74.9M	Buy	+500,000	New	+$75.2M	1.02%	10
2020 Q1	–	Sell	-600,000	Closed	-$99.4M	–	458
2019 Q4	$99.4M	Buy	600,000 +200,000	+50%	+$31.6M	1.93%	4
2019 Q3	$60.5M	Sell	400,000 -100,000	-20%	-$15.3M	1.08%	7
2019 Q2	$77.8M	Buy	+500,000	New	+$77.1M	1.44%	4
2019 Q1	–	Sell	-2,400,000	Closed	-$321M	–	372
2018 Q4	$321M	Buy	+2,400,000	New	+$358M	6.29%	3
2017 Q4	–	Sell	-400,000	Closed	-$59.3M	–	386
2017 Q3	$59.3M	Buy	+400,000	New	+$56.3M	1.19%	14
2016 Q3	–	Sell	-400,000	Closed	-$46M	–	288
2016 Q2	$46M	Buy	+400,000	New	+$45.1M	1.87%	5
2014 Q1	–	Sell	-70,000	Closed	-$8.07M	–	180
2013 Q4	$8.07M	Buy	+70,000	New	+$7.73M	0.34%	83

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

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.