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SAB Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

SAB Capital Management’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
2015
Q1 		– Sell
-583,500
Closed -$70.3M – 27
2014
Q4 		$69.8M Buy
+583,500
New +$66.7M 4.72% 10

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SAB Capital Management's IWM Position: Q1 2015 in Review

SAB Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2015, closing a stake of 583,500 shares — an estimated $70.3M sold.

SAB Capital Management first reported a position in IWM in Q4 2014 and held it in 1 quarter. The position peaked at $69.8M in Q4 2014. 865 funds tracked by Wall St. Rank hold IWM as of Q1 2015.

  • SAB Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2015 after selling out during the quarter.
  • SAB Capital Management sold 583,500 iShares Russell 2000 ETF shares in Q1 2015, an estimated $70.3M.
  • SAB Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 1 quarter.
  • SAB Capital Management's iShares Russell 2000 ETF position peaked at $69.8M in Q4 2014.
  • 865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2015.

Based on SAB Capital Management's 13F filing for Q1 2015, filed 14 May 2015.