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State of Michigan Retirement System’s iShares Russell 2000 ETF IWM Stock Holding History

State of Michigan Retirement System’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
Q3 		– Sell
-136,000
Closed -$16.2M – 952
2014
Q2 		$16.2M Buy
+136,000
New +$15.4M 0.11% 163

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Michigan Retirement System's IWM Position: Q3 2014 in Review

State of Michigan Retirement System sold out of iShares Russell 2000 ETF (IWM) in Q3 2014, closing a stake of 136,000 shares — an estimated $16.2M sold.

State of Michigan Retirement System first reported a position in IWM in Q2 2014 and held it in 1 quarter. The position peaked at $16.2M in Q2 2014. 749 funds tracked by Wall St. Rank hold IWM as of Q3 2014.

  • State of Michigan Retirement System reported no remaining iShares Russell 2000 ETF position as of Q3 2014 after selling out during the quarter.
  • State of Michigan Retirement System sold 136,000 iShares Russell 2000 ETF shares in Q3 2014, an estimated $16.2M.
  • State of Michigan Retirement System first reported a position in iShares Russell 2000 ETF in Q2 2014 and held it in 1 quarter.
  • State of Michigan Retirement System's iShares Russell 2000 ETF position peaked at $16.2M in Q2 2014.
  • 749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2014.

Based on State of Michigan Retirement System's 13F filing for Q3 2014, filed 6 Nov 2014.