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UBS’s iShares Russell 2000 ETF IWM Stock Holding History

UBS’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 		$267M Sell
2,441,800
-886,000
-27% -$101M 0.2% 100
2014
Q2 		$395M Buy
3,327,800
+566,300
+21% +$64.3M 0.31% 59
2014
Q1 		$321M Buy
2,761,500
+130,400
+5% +$15M 0.29% 69
2013
Q4 		$304M Sell
2,631,100
-9,346,700
-78% -$1.03B 0.28% 63
2013
Q3 		$1.28B Buy
11,977,800
+7,432,300
+164% +$769M 1.31% 7
2013
Q2 		$441M Buy
+4,545,500
New +$434M 0.52% 28

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

UBS's IWM Position: Q3 2014 in Review

UBS increased its iShares Russell 2000 ETF (IWM) stake by 20% in Q3 2014, buying an estimated $154M and bringing the position to 8,210,710 shares worth $898M. The position accounts for 0.66% of the portfolio, ranked #11.

UBS first reported a position in IWM in Q2 2013 and has held it in 6 quarters since. 749 funds tracked by Wall St. Rank hold IWM as of Q3 2014.

  • UBS held 8,210,710 shares of iShares Russell 2000 ETF worth $898M as of Q3 2014.
  • UBS bought 1,347,488 iShares Russell 2000 ETF shares in Q3 2014, an estimated $154M.
  • iShares Russell 2000 ETF made up 0.66% of UBS's portfolio in Q3 2014, its #11 holding.
  • UBS first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 6 quarters since.
  • 749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.