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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
BA
451
Birinyi Associates
Connecticut
$631K +$621K +6,500 New
IGIM
452
I.G. Investment Management
Manitoba, Canada
$619K +$609K +6,379 New
GIA
453
Guyasuta Investment Advisors
Pennsylvania
$617K +$608K +6,362 New
T. Rowe Price Associates
454
T. Rowe Price Associates
Maryland
$616K +$605K +6,339 New
MA
455
Montag & Associates
Georgia
$611K +$602K +6,299 New
CAM
456
Carret Asset Management
New York
$600K +$591K +6,185 New
CPSAC
457
Chas P. Smith & Associates (CPS)
Florida
$597K +$588K +6,154 New
BC
458
Bartlett & Co
Ohio
$591K +$582K +6,090 New
LIC
459
Lodestar Investment Counsel
Illinois
$577K +$568K +5,950 New
WC
460
Whitnell & Co
Illinois
$572K +$563K +5,898 New
GIA
461
Granite Investment Advisors
New Hampshire
$567K +$559K +5,850 New
CTC
462
Central Trust Company
Missouri
$564K +$556K +5,818 New
MMG
463
Monetary Management Group
Missouri
$555K +$547K +5,730 New
SCM
464
Sterling Capital Management
North Carolina
$543K +$534K +5,595 New
FWIA
465
Fort Washington Investment Advisors
Ohio
$543K +$535K +5,600 New
SCG
466
Strategic Capital Group
Washington
$538K +$529K +5,543 New
PAM
467
Panagora Asset Management
Massachusetts
$536K +$527K +5,520 New
GJIC
468
Gamble Jones Investment Counsel
California
$528K +$520K +5,447 New
WCM
469
Windsor Capital Management
Arizona
$527K +$519K +5,430 New
BG
470
Bahl & Gaynor
Ohio
$523K +$515K +5,392 New
AAM
471
Autus Asset Management
Arizona
$511K +$503K +5,270 New
LNB
472
Ledyard National Bank
$510K +$502K +5,253 New
NES
473
New England Securities
New York
$509K +$501K +5,246 New
PHAM
474
Palisades Hudson Asset Management
Florida
$507K +$499K +5,224 New
MPM
475
Meritage Portfolio Management
Kansas
$496K +$488K +5,113 New
17 18
19
20 21

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.