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iShares Micro-Cap ETF
IWC

Overview Fund Activity

117 hedge funds and large institutions have $364M invested in iShares Micro-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+20
Holders Change %
+20.62%
% of All Funds
3.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
26
Increased
44
Reduced
27
Closed
4
Calls
$514K
Puts
$308K
Net Calls
+$206K
Net Calls Change
-$838K

Top Buyers

1
QI
1
QS Investors
New York
$38M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.27M
3
Wells Fargo
3
Wells Fargo
California
$26.3M
4
Bank of America
4
Bank of America
North Carolina
$36M
5
Jane Street
5
Jane Street
New York
$3.32M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.94M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$7.13M
3
CBU
3
CIBC Bank USA
Illinois
$2.41M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$634K
5
CCM
5
Connective Capital Management
California
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
26
Mutual of America Capital Management
New York
$3.13M +$79.1K +1,157 +3%
DBIA
27
Dumont & Blake Investment Advisors
New Jersey
$2.64M +$69.2K +1,011 +3%
UCFA
28
United Capital Financial Advisors
Texas
$2.52M +$609K +8,892 +32%
FMA
29
Fiduciary Management Associates
Illinois
$2.49M – – –
CBU
30
CIBC Bank USA
Illinois
$2.41M -$2.73M -39,876 -53%
CCM
31
Connective Capital Management
California
$2.11M -$1.32M -19,232 -38%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.11M +$632K +9,226 +43%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.09M +$823K +12,024 +65%
Charles Schwab
34
Charles Schwab
California
$1.83M +$713K +10,306 +64%
Creative Planning
35
Creative Planning
Kansas
$1.79M -$37.5K -547 -2%
CL
36
CPWM LLC
Washington
$1.65M – – –
CCM
37
Condor Capital Management
New Jersey
$1.42M -$45.6K -666 -3%
KT
38
Kanaly Trust
Texas
$1.34M -$631K -9,210 -32%
AL
39
Aspiriant LLC
California
$1.32M +$7.67K +112 +0.6%
TAIM
40
TD Ameritrade Investment Management
Nebraska
$1.27M +$323K +4,723 +34%
FIMS
41
FBL Investment Management Services
Iowa
$1.2M – – –
BCM
42
Bridgeway Capital Management
Texas
$1.13M – – –
MCM
43
Manchester Capital Management
Vermont
$1.1M – – –
MC
44
Martin & Co
Tennessee
$1.04M +$343 +5 +0%
AIG
45
American International Group
New York
$1.02M +$885K +12,924 +642%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$954K +$954K +13,936 New
CA
47
Cetera Advisors
Colorado
$935K -$74.7K -1,089 -7%
VFS
48
VSR Financial Services
Kansas
$903K -$20.2K -295 -2%
KA
49
Kovack Advisors
Florida
$817K +$817K +11,923 New
JIC
50
Johnson Investment Counsel
Ohio
$753K +$343K +5,008 +84%
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