We are live on ! Find out more
IWM icon

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
Citigroup
1
Citigroup
New York
$2.78B +$2.73B +28,605,676 New
JP Morgan Chase
2
JP Morgan Chase
New York
$2.57B +$2.54B +26,543,650 New
Morgan Stanley
3
Morgan Stanley
New York
$2.45B +$2.41B +25,217,901 New
Goldman Sachs
4
Goldman Sachs
New York
$2.44B +$2.4B +25,132,041 New
Bank of America
5
Bank of America
North Carolina
$1.83B +$1.8B +18,859,884 New
Deutsche Bank
6
Deutsche Bank
Germany
$1.51B +$1.49B +15,574,397 New
GHF
7
Good Harbor Financial
Illinois
$1.25B +$1.23B +12,871,609 New
WIM
8
Windhaven Investment Management
Massachusetts
$1.08B +$1.06B +11,098,192 New
BIT
9
BlackRock Institutional Trust
California
$673M +$662M +6,934,375 New
Wells Fargo
10
Wells Fargo
California
$669M +$659M +6,897,069 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$601M +$590M +6,180,851 New
U
12
UBS
Switzerland
$572M +$563M +5,895,277 New
SAM
13
Scopus Asset Management
New York
$534M +$525M +5,500,000 New
BlackRock
14
BlackRock
New York
$378M +$372M +3,899,059 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$348M +$343M +3,592,555 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$290M +$285M +2,986,597 New
SG Americas Securities
17
SG Americas Securities
New York
$245M +$242M +2,529,773 New
BG
18
BlackRock Group
United Kingdom
$178M +$175M +1,833,691 New
Northern Trust
19
Northern Trust
Illinois
$169M +$166M +1,737,489 New
Barclays
20
Barclays
United Kingdom
$167M +$164M +1,718,951 New
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$160M +$157M +1,647,410 New
RJA
22
Raymond James & Associates
Florida
$140M +$138M +1,446,008 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$118M +$116M +1,216,123 New
KeyBank National Association
24
KeyBank National Association
Ohio
$112M +$110M +1,155,987 New
ACM
25
Axial Capital Management
New York
$108M +$106M +1,111,861 New
1
2 3 4 5

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.