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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
AC
51
Aperimus Capital
California
$48.9M +$48.1M +503,872 New
SB
52
Suntrust Banks
Georgia
$48.6M +$47.8M +500,949 New
CB
53
Commerce Bank
Missouri
$47.2M +$46.5M +486,897 New
SV
54
Starboard Value
New York
$44.1M +$43.5M +455,000 New
LIA
55
LBMC Investment Advisors
Tennessee
$43.9M +$43.3M +452,947 New
Nomura Holdings
56
Nomura Holdings
Japan
$43.7M +$42.6M +446,197 New
HSBC Holdings
57
HSBC Holdings
United Kingdom
$41.4M +$40.8M +426,972 New
1GA
58
1st Global Advisors
Texas
$40.8M +$40.1M +420,298 New
Franklin Resources
59
Franklin Resources
California
$40.5M +$39.8M +416,448 New
JMPWA
60
JP Morgan Private Wealth Advisors
California
$40.4M +$39.8M +416,217 New
WT
61
Whittier Trust
California
$36.8M +$36.2M +379,468 New
LI
62
LMCG Investments
Massachusetts
$35.2M +$34.6M +362,649 New
Ameriprise
63
Ameriprise
Minnesota
$34.6M +$34M +356,452 New
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$34.5M +$34M +356,122 New
KCG
65
Knight Capital Group
$34.3M +$33.7M +352,670 New
NG
66
NatWest Group
United Kingdom
$33.3M +$32.8M +343,212 New
CCMG
67
Clark Capital Management Group
Pennsylvania
$33M +$32.5M +339,992 New
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.1M +$30.6M +320,545 New
Prudential Financial
69
Prudential Financial
New Jersey
$30.9M +$30.4M +318,293 New
Rafferty Asset Management
70
Rafferty Asset Management
New York
$30.1M +$29.6M +310,056 New
NRECA
71
National Rural Electric Cooperative Association
Virginia
$30.1M +$29.6M +310,000 New
Capital Fund Management (CFM)
72
Capital Fund Management (CFM)
France
$29.4M +$28.9M +302,422 New
KCMRT
73
Kemper Corp Master Retirement Trust
Illinois
$28.6M +$28.2M +295,000 New
BA
74
Boston Advisors
Massachusetts
$27.4M +$27M +282,228 New
AT
75
Arvest Trust
Oklahoma
$27.1M +$26.7M +279,702 New
1 2
3
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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.