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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
LPL Financial
26
LPL Financial
California
$106M +$105M +1,096,721 New
CS
27
Credit Suisse
Switzerland
$102M +$100M +1,047,270 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$99.2M +$97.6M +1,022,167 New
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$96.3M +$94.8M +992,574 New
Wellington Management Group
30
Wellington Management Group
Massachusetts
$95.6M +$94M +983,961 New
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.5M +$91.1M +953,739 New
USAA
32
United Services Automobile Association
Texas
$85.9M +$84.4M +883,741 New
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$85.4M +$83.9M +878,959 New
CSIA
34
Charles Schwab Investment Advisory
California
$83.4M +$82.1M +859,514 New
TRCT
35
Tower Research Capital (TRC)
New York
$81.5M +$80.2M +839,741 New
PI
36
Placemark Investments
Illinois
$81.1M +$79.9M +836,309 New
BW
37
Barrington Wilshire
California
$77.8M +$76.6M +802,500 New
V
38
Veritable
Delaware
$76.7M +$75.5M +790,342 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$74.3M +$73.2M +766,056 New
VAM
40
Visionary Asset Management
Texas
$70.3M +$69.2M +724,951 New
MB
41
Mizuho Bank
Japan
$67.9M +$66.9M +700,000 New
TCT
42
TIAA CREF Trust
Missouri
$64.4M +$63.4M +664,179 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$61.9M +$60.9M +638,131 New
RFC
44
Regions Financial Corp
Alabama
$57.7M +$56.8M +595,249 New
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$55.8M +$55M +575,367 New
ACM
46
Argentus Capital Management
Texas
$55.7M +$54.8M +574,237 New
VF
47
Virtu Financial
New York
$54.9M +$53.9M +564,675 New
US Bancorp
48
US Bancorp
Minnesota
$52.9M +$52.1M +545,277 New
Jones Financial Companies
49
Jones Financial Companies
Missouri
$52M +$51.2M +535,746 New
AI
50
Accredited Investors
Minnesota
$50.9M +$50.1M +524,329 New
1
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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.