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iShares Russell 2000 ETF
IWM

642 hedge funds and large institutions have $26.5B invested in iShares Russell 2000 ETF in 2013 Q2 according to their latest regulatory filings, with 642 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

125.7% more ownership

Funds ownership: 0% → 125.7% (+126%)

65% less call options, than puts

Call options by funds: $6.43B | Put options by funds: $18.4B

Holders
642
Holders Change
+642
Holders Change %
–
% of All Funds
20.95%
Holding in Top 10
117
Holding in Top 10 Change
+117
Holding in Top 10 Change %
% of All Funds
3.82%
New
642
Increased
–
Reduced
–
Closed
–
Calls
$6.43B
Puts
$18.4B
Net Calls
-$12B
Net Calls Change
-$12B

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
251
WealthTrust-Arizona
Arizona
$3.81M +$3.75M +39,223 New
HMC
252
Harvard Management Company
Massachusetts
$3.78M +$3.71M +38,889 New
1SB
253
1ST Source Bank
Indiana
$3.74M +$3.69M +38,598 New
GA
254
Geller Advisors
New York
$3.68M +$3.63M +37,966 New
MAM
255
Marquette Asset Management
Minnesota
$3.65M +$3.59M +37,632 New
EWM
256
Evercore Wealth Management
New York
$3.58M +$3.53M +36,924 New
CAL
257
Capital Analysts LLC
Pennsylvania
$3.57M +$3.51M +36,792 New
CPA
258
Columbia Pacific Advisors
Washington
$3.55M +$3.5M +36,621 New
FCI
259
Financial Counselors Inc
Kansas
$3.47M +$3.41M +35,731 New
CHFS
260
Cobble Hill Financial Services
New Jersey
$3.38M +$3.32M +34,800 New
FNFDCM
261
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.36M +$3.31M +34,613 New
GA
262
Geneva Advisors
Illinois
$3.28M +$3.23M +33,797 New
LD
263
Lipe & Dalton
New York
$3.27M +$3.22M +33,748 New
CWM
264
Concert Wealth Management
California
$3.25M +$3.2M +33,523 New
MBT
265
Montecito Bank & Trust
California
$3.23M +$3.18M +33,301 New
RIL
266
Rothschild Investment LLC
Illinois
$3.17M +$3.13M +32,726 New
BRM
267
Boston Research & Management
Massachusetts
$3.17M +$3.12M +32,697 New
ICOA
268
Investment Centers of America
North Dakota
$3.14M +$3.09M +32,405 New
BWP
269
BSW Wealth Partners
Colorado
$3.12M +$3.07M +32,134 New
NPA
270
Nichols & Pratt Advisers
Massachusetts
$3.08M +$3.02M +31,590 New
WAM
271
Wallington Asset Management
Indiana
$3.06M +$3.01M +31,532 New
PFBT
272
Parkside Financial Bank & Trust
Missouri
$3.02M +$2.98M +31,188 New
JGC
273
J. Goldman & Co
New York
$3.01M +$2.96M +31,000 New
SIC
274
Salem Investment Counselors
North Carolina
$2.99M +$2.94M +30,804 New
FCB
275
First Citizens Bancorporation
South Carolina
$2.97M +$2.92M +30,598 New
9 10
11
12 13

IWM Hedge Fund Activity: Q2 2013 in Review

642 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2013, worth a combined $26.5B.

Buyers outnumbered sellers: 642 funds opened new IWM positions and 0 closed out — a net gain of 642 holders — while 0 added to existing stakes and 0 trimmed.

  • 642 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $26.5B of iShares Russell 2000 ETF stock for Q2 2013.
  • 642 funds opened new iShares Russell 2000 ETF positions in Q2 2013 and 0 closed out, a net change of +642 holders.

Based on aggregated 13F filings for Q2 2013.