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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
MG
176
Mather Group
Illinois
$7.32M +$7.21M +75,498 New
CI
177
Conning Inc
Connecticut
$7.24M +$7.13M +74,627 New
RSVP
178
Ramsay Stattman Vela & Price
Colorado
$7.03M +$6.92M +72,490 New
AIA
179
Arbor Investment Advisors
North Carolina
$7.03M +$6.92M +72,489 New
AIG
180
American International Group
New York
$6.89M +$6.79M +71,075 New
RTS
181
Round Table Services
New Jersey
$6.89M +$6.78M +71,010 New
NPC
182
National Planning Corporation
California
$6.83M +$6.72M +70,387 New
MC
183
Miles Capital
Iowa
$6.82M +$6.72M +70,318 New
SFSG
184
Stearns Financial Services Group
North Carolina
$6.78M +$6.67M +69,848 New
DMS
185
Discretionary Management Services
Kansas
$6.76M +$6.66M +69,730 New
Natixis Advisors
186
Natixis Advisors
Massachusetts
$6.64M +$6.54M +68,455 New
BCI
187
Brinker Capital Investments
Pennsylvania
$6.58M +$6.48M +67,810 New
PPA
188
Parametric Portfolio Associates
Washington
$6.56M +$6.46M +67,650 New
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$6.54M +$6.44M +67,425 New
KCM
190
Kanawha Capital Management
Virginia
$6.5M +$6.4M +66,961 New
JCM
191
Janney Capital Management
Pennsylvania
$6.45M +$6.35M +66,488 New
PAS
192
Partnervest Advisory Services
California
$6.41M +$6.31M +66,077 New
GI
193
Gradient Investments
Minnesota
$6.4M +$6.3M +65,949 New
HighTower Advisors
194
HighTower Advisors
Illinois
$6.38M +$6.27M +65,603 New
FNBT
195
FineMark National Bank & Trust
Florida
$6.27M +$6.17M +64,600 New
FHC
196
First Heartland Consultants
Missouri
$6.26M +$6.16M +64,547 New
FBNAT
197
FirstMerit Bank N.A. Trustee
Ohio
$6.26M +$6.16M +64,494 New
LMIM
198
Lockheed Martin Investment Management
Maryland
$6.21M +$6.11M +64,000 New
PAI
199
Pittenger & Anderson Inc
Nebraska
$6.18M +$6.08M +63,680 New
CC
200
Courier Capital
New York
$6.16M +$6.07M +63,520 New
6 7
8
9 10

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.