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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
GF
601
Genworth Financial
Virginia
$55K +$54.6K +572 New
Thrivent Financial for Lutherans
602
Thrivent Financial for Lutherans
Minnesota
$47.5K +$46.7M +489,190 New
VCM
603
Vigilant Capital Management
Maine
$39K +$38.2K +400 New
FLC
604
Francis L. Coolidge
$39K +$38.5K +403 New
DBT
605
Dubuque Bank & Trust
Iowa
$38K +$37.2K +390 New
WIL
606
Winifred I. Li
$37K +$36K +377 New
SNT
607
Security National Trust
West Virginia
$36K +$35.3K +370 New
TCM
608
TD Capital Management
Tennessee
$36K +$35.4K +371 New
AF
609
Arrow Financial
New York
$36K +$35.8K +375 New
PP
610
Palladium Partners
Virginia
$33K +$32.5K +340 New
ST
611
Stifel Trust
Missouri
$32K +$30.6K +320 New
HCM
612
Horrell Capital Management
Arkansas
$31K +$30.1K +315 New
BOK
613
Bank of Kentucky
Kentucky
$29K +$28.3K +296 New
JFA
614
JNBA Financial Advisors
Minnesota
$27K +$26.5K +277 New
LFR
615
Lehman Financial Resources
Pennsylvania
$27K +$26.6K +279 New
PMFA
616
Plante Moran Financial Advisors
Michigan
$25K +$24.4K +255 New
SFM
617
Signature Financial Management
Virginia
$24K +$23.9K +250 New
PG
618
PEAK6 Group
Illinois
$23.5K +$23.1M +241,801 New
SC
619
Saturna Capital
Washington
$23K +$22.7K +238 New
NHFG
620
New Harbor Financial Group
Massachusetts
$19K +$19.1K +200 New
SFS
621
Signator Financial Services
Massachusetts
$19K +$19.1K +200 New
SC
622
StellarOne Corp
Virginia
$18K +$17.4K +182 New
MAM
623
Meeder Asset Management
Ohio
$17K +$16.7K +175 New
BFEC
624
Benjamin F. Edwards & Company
Missouri
$16K +$16K +168 New
BWFA
625
Baltimore-Washington Financial Advisors
Maryland
$16K +$16.2K +170 New
22 23 24
25
26

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.