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iShares Micro-Cap ETF
IWC

Overview Fund Activity

136 hedge funds and large institutions have $462M invested in iShares Micro-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+19
Holders Change %
+16.24%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
27
Increased
49
Reduced
38
Closed
7
Calls
$917K
Puts
–
Net Calls
+$917K
Net Calls Change
+$711K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
Citigroup
2
Citigroup
New York
$23.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.8M
4
JG
4
Jefferies Group
New York
$11.9M
5
Wells Fargo
5
Wells Fargo
California
$35M

Top Sellers

1
QI
1
QS Investors
New York
$18.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.18M
3
MAA
3
Managed Account Advisors
New Jersey
$9.44M
4
Jane Street
4
Jane Street
New York
$485K
5
FIMS
5
FBL Investment Management Services
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
Munder Capital Management
Michigan
$3.98M +$3.98M +53,000 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$3.91M -$335K -4,456 -8%
TFA
28
Toth Financial Advisory
Virginia
$3.77M +$106K +1,415 +3%
PA
29
Parkside Advisors
California
$3.51M +$3.51M +46,655 New
BJ
30
Brouwer & Janachowski
California
$3.03M +$3.03M +40,362 New
UCFA
31
United Capital Financial Advisors
Texas
$2.83M +$66.2K +881 +2%
SMC
32
Smith, Moore & Co
Missouri
$2.63M +$2.63M +35,042 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.59M +$270K +3,587 +12%
Charles Schwab
34
Charles Schwab
California
$2.51M +$525K +6,977 +26%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.37M +$86.1K +1,146 +4%
CCM
36
Connective Capital Management
California
$2.32M – – –
Creative Planning
37
Creative Planning
Kansas
$2.26M +$294K +3,916 +15%
DBIA
38
Dumont & Blake Investment Advisors
New Jersey
$2.16M -$738K -9,828 -25%
FMA
39
Fiduciary Management Associates
Illinois
$2.08M -$655K -8,710 -24%
TAIM
40
TD Ameritrade Investment Management
Nebraska
$1.88M +$485K +6,457 +35%
CL
41
CPWM LLC
Washington
$1.86M -$149K -1,983 -7%
AL
42
Aspiriant LLC
California
$1.6M +$156K +2,078 +11%
CCM
43
Condor Capital Management
New Jersey
$1.47M -$86.9K -1,157 -6%
KT
44
Kanaly Trust
Texas
$1.47M – – –
CIA
45
Capital Investment Advisors
Georgia
$1.39M +$1.39M +18,561 New
BFO
46
Boston Family Office
Massachusetts
$1.27M +$590K +7,860 +87%
EAM
47
Evanson Asset Management
California
$1.26M +$1.26M +16,832 New
BCM
48
Barometer Capital Management
Ontario, Canada
$1.26M +$1.26M +16,800 New
BCM
49
Bridgeway Capital Management
Texas
$1.24M – – –
MCM
50
Manchester Capital Management
Vermont
$1.21M – – –
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