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iShares Micro-Cap ETF
IWC

Overview Fund Activity

97 hedge funds and large institutions have $643M invested in iShares Micro-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 97 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+97
Holders Change %
–
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.16%
New
97
Increased
–
Reduced
–
Closed
–
Calls
$1.04M
Puts
–
Net Calls
+$1.04M
Net Calls Change
+$1.04M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
26
Mutual of America Capital Management
New York
$2.75M +$2.75M +44,606 New
DBIA
27
Dumont & Blake Investment Advisors
New Jersey
$2.32M +$2.32M +37,535 New
FMA
28
Fiduciary Management Associates
Illinois
$2.25M +$2.25M +36,370 New
Natixis Advisors
29
Natixis Advisors
Massachusetts
$1.78M +$1.78M +28,874 New
KT
30
Kanaly Trust
Texas
$1.77M +$1.77M +28,725 New
UCFA
31
United Capital Financial Advisors
Texas
$1.72M +$1.72M +27,843 New
CL
32
CPWM LLC
Washington
$1.65M +$1.65M +26,742 New
Creative Planning
33
Creative Planning
Kansas
$1.65M +$1.65M +26,747 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.33M +$1.33M +21,606 New
CCM
35
Condor Capital Management
New Jersey
$1.32M +$1.32M +21,360 New
FIMS
36
FBL Investment Management Services
Iowa
$1.2M +$1.2M +19,355 New
AL
37
Aspiriant LLC
California
$1.18M +$1.18M +19,134 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.14M +$1.14M +18,421 New
TIM
39
Telemus Investment Management
Michigan
$1.13M +$1.13M +18,375 New
BCM
40
Bridgeway Capital Management
Texas
$1.02M +$1.02M +16,525 New
Charles Schwab
41
Charles Schwab
California
$1.01M +$1.01M +16,080 New
MCM
42
Manchester Capital Management
Vermont
$991K +$991K +16,059 New
MC
43
Martin & Co
Tennessee
$933K +$933K +15,118 New
CA
44
Cetera Advisors
Colorado
$910K +$910K +14,722 New
TAIM
45
TD Ameritrade Investment Management
Nebraska
$851K +$851K +13,782 New
VFS
46
VSR Financial Services
Kansas
$832K +$832K +13,483 New
PGA
47
Portland Global Advisors
Maine
$671K +$671K +10,875 New
WSA
48
Willow Street Advisors
Florida
$595K +$595K +9,141 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$574K +$574K +9,317 New
CCM
50
Coldstream Capital Management
Washington
$550K +$550K +8,917 New
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