Jefferies Group's IWM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1.46 M shares of iShares Russell 2000 ETF (IWM) worth $352.42 M, representing 1.66% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in IWM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 1.37 M shares. Largest reduction occurred in Q1 2025, reducing 1.42 M shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Russell 2000 ETF (IWM) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 ETF (IWM) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +570,523 | New Buy | 570,523 | $174.36 |
| Q1 2023 | +3,062 | Add 0.54% | 573,585 | $178.40 |
| Q2 2023 | +136,331 | Add 23.77% | 709,916 | $187.27 |
| Q3 2023 | -112,863 | Reduce 15.90% | 597,053 | $176.74 |
| Q4 2023 | +186,567 | Add 31.25% | 783,620 | $200.71 |
| Q1 2024 | -213,127 | Reduce 27.20% | 570,493 | $210.30 |
| Q2 2024 | +118,374 | Add 20.75% | 688,867 | $202.89 |
| Q3 2024 | -64,646 | Reduce 9.38% | 624,221 | $220.89 |
| Q4 2024 | +1.37 M | Add 218.81% | 1.99 M | $220.96 |
| Q1 2025 | -1.42 M | Reduce 71.59% | 565,455 | $199.49 |
| Q2 2025 | +283,563 | Add 50.15% | 849,018 | $215.79 |
| Q3 2025 | +607,503 | Add 71.55% | 1.46 M | $241.96 |
Jefferies Group's iShares Russell 2000 ETF Investment FAQs
Jefferies Group first purchased iShares Russell 2000 ETF (IWM) in Q4 2022, acquiring 570,523 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held iShares Russell 2000 ETF (IWM) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to iShares Russell 2000 ETF (IWM) was in Q4 2024, adding 1,990,062 shares worth $439.72 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,456,521 shares of iShares Russell 2000 ETF (IWM), valued at approximately $352.42 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Russell 2000 ETF (IWM) represents approximately 1.66% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in iShares Russell 2000 ETF (IWM) was 1,990,062 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.