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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
MCM
626
Munder Capital Management
Michigan
$15K +$14.3K +150 New
ECM
627
Exchange Capital Management
Michigan
$15K +$14.4K +151 New
DIA
628
Denver Investment Advisors
Colorado
$13K +$12.4K +130 New
BGIM
629
Brandywine Global Investment Management
Pennsylvania
$12K +$10.9K +114 New
CFA
630
Carroll Financial Associates
North Carolina
$12K +$12.3K +129 New
AA
631
AlphaMark Advisors
Kentucky
$10K +$9.55K +100 New
CFSG
632
Community Financial Services Group
Vermont
$10K +$9.55K +100 New
HMS
633
Hanseatic Management Services
New Mexico
$10K +$9.74K +102 New
EWM
634
Edge Wealth Management
New York
$6K +$5.54K +58 New
WAM
635
Wood Asset Management
Florida
$6K +$6.11K +64 New
SAM
636
Solaris Asset Management
New York
$6K +$6.21K +65 New
TAIM
637
TD Ameritrade Investment Management
Nebraska
$5K +$4.97K +52 New
HCM
638
Highlander Capital Management
New Jersey
$2.91K +$2.87K +30 New
PCMK
639
Paragon Capital Management (Kansas)
Kansas
$2.66K +$2.62M +27,448 New
BTS
640
BB&T Securities
Virginia
$2.56K +$252K +2,637 New
CFA
641
Camarda Financial Advisors
Florida
$2K +$2.2K +23 New
NMLIC
642
Northwestern Mutual Life Insurance Company
Wisconsin
$1K +$573 +6 New
FNBOO
643
First National Bank of Omaha
Nebraska
$754 +$742K +7,770 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.