We are live on ! Find out more
IWM icon

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
TAM
551
Trillium Asset Management
Massachusetts
$236K +$232K +2,430 New
TH
552
TCTC Holdings
Texas
$231K +$227K +2,377 New
HCM
553
Hengehold Capital Management
Ohio
$230K +$226K +2,366 New
BDF
554
Balasa Dinverno & Foltz
$230K +$226K +2,367 New
DWT
555
Dorsey & Whitney Trust
South Dakota
$229K +$225K +2,354 New
HRIA
556
Haberer Registered Investment Advisor
Ohio
$226K +$222K +2,325 New
SBWM
557
Sunflower Bank Wealth Management
Arizona
$224K +$220K +2,300 New
HH
558
Hilltop Holdings
Texas
$219K +$216K +2,260 New
IC
559
InterOcean Capital
Illinois
$216K +$213K +2,230 New
HW
560
Hancock Whitney
Mississippi
$215K +$212K +2,218 New
WOC
561
West Oak Capital
California
$213K +$210K +2,200 New
VCP
562
Vista Capital Partners
Oregon
$211K +$208K +2,175 New
FANJ
563
Financial Architects (New Jersey)
New Jersey
$209K +$206K +2,162 New
CAM
564
Cypress Asset Management
Texas
$208K +$205K +2,143 New
MM
565
Meridian Management
Arkansas
$206K +$190K +1,990 New
VDI
566
Vaughan David Investments
Illinois
$205K +$202K +2,110 New
WPC
567
White Pine Capital
Minnesota
$205K +$202K +2,115 New
T
568
TradeWorx
New Jersey
$203K +$199K +2,085 New
Macquarie Group
569
Macquarie Group
Australia
$200K +$197K +2,064 New
KIG
570
Kovitz Investment Group
Illinois
$200K +$197K +2,065 New
NAM
571
North American Management
Massachusetts
$200K +$197K +2,065 New
PFO
572
Pathstone Family Office
New Jersey
$190K +$187K +1,960 New
ACM
573
Antonetti Capital Management
Florida
$189K +$186K +1,952 New
RC
574
Riversville Capital
Connecticut
$184K +$181K +1,900 New
TSWM
575
Triangle Securities Wealth Management
North Carolina
$177K +$174K +1,820 New
21 22
23
24 25

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.