SCA
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SAC Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

SAC Capital Advisors’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
Q2 		– Sell
-623,400
Closed -$72.5M – 514
2014
Q1 		$72.5M Buy
623,400
+548,400
+731% +$63.3M 0.38% 53
2013
Q4 		$8.65M Buy
+75,000
New +$8.28M 0.05% 404

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SAC Capital Advisors's IWM Position: Q1 2014 in Review

SAC Capital Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2014, closing a stake of 35,918 shares — an estimated $4.14M sold.

SAC Capital Advisors first reported a position in IWM in Q2 2013 and held it in 3 quarters. The position peaked at $32.9M in Q3 2013. 771 funds tracked by Wall St. Rank hold IWM as of Q1 2014.

  • SAC Capital Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2014 after selling out during the quarter.
  • SAC Capital Advisors sold 35,918 iShares Russell 2000 ETF shares in Q1 2014, an estimated $4.14M.
  • SAC Capital Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 3 quarters.
  • SAC Capital Advisors's iShares Russell 2000 ETF position peaked at $32.9M in Q3 2013.
  • 771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2014.

Based on SAC Capital Advisors's 13F filing for Q1 2014, filed 15 May 2014.