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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
WT
101
Washington Trust
Rhode Island
$19.7M +$19.4M +203,021 New
FAAS
102
First Allied Advisory Services
California
$19.3M +$19M +198,999 New
ICM
103
Ionic Capital Management
New York
$18.9M +$18.6M +194,369 New
LWMT
104
Legacy Wealth Management (Tennessee)
Tennessee
$18.4M +$18.1M +189,182 New
WTNA
105
Wilmington Trust National Association
Delaware
$17.3M +$17.1M +178,828 New
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$17.2M +$16.9M +177,302 New
EIM
107
Emerson Investment Management
Massachusetts
$16.7M +$16.5M +172,286 New
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$16.7M +$16.4M +171,679 New
CIS
109
Connors Investor Services
Pennsylvania
$16.6M +$16.4M +171,600 New
PVH
110
Psagot Value Holdings
Israel
$16.6M +$16.4M +171,515 New
FAAM
111
First Allied Asset Management
California
$16.6M +$16.4M +171,464 New
SBCM
112
Silver Bridge Capital Management
Massachusetts
$16.5M +$16.3M +170,191 New
GMA
113
Goldstein Munger & Associates
California
$16.4M +$16.2M +169,292 New
VC
114
Vicus Capital
Pennsylvania
$16.1M +$15.9M +166,112 New
BJL
115
Brighton Jones LLC
Washington
$16M +$15.7M +164,849 New
CWA
116
Convergent Wealth Advisors
Maryland
$15.8M +$15.5M +162,475 New
EHPM
117
Emery Howard Portfolio Management
California
$15.5M +$15.3M +159,943 New
EMA
118
Efficient Market Advisors
California
$14.9M +$14.7M +153,901 New
AIA
119
Alerus Investment Advisors
Minnesota
$14.7M +$14.4M +151,061 New
ANTB
120
AMG National Trust Bank
Colorado
$14.7M +$14.5M +151,483 New
WCM
121
Weatherstone Capital Management
Colorado
$14.4M +$14.1M +147,817 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$14.3M +$14.1M +147,272 New
SFG
123
SNS Financial Group
Minnesota
$14.3M +$14.1M +147,408 New
SNC
124
Stifel Nicolaus & Co
Missouri
$14.2M +$14M +146,178 New
RJFSA
125
Raymond James Financial Services Advisors
Florida
$13.9M +$13.7M +143,643 New
3 4
5
6 7

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.