IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

130 hedge funds and large institutions have $593M invested in iShares Micro-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
3.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
15
Increased
51
Reduced
40
Closed
21
Calls
$711K
Puts
$1.96M
Net Calls
-$1.25M
Net Calls Change
-$2.17M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$71M
2
BTS
BB&T Securities
Virginia
$23.6M
3
Bank of America
Bank of America
North Carolina
$53.3M
4
U
UBS
Switzerland
$20.8M
5
Goldman Sachs
Goldman Sachs
New York
$33.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.9M
2
JG
Jefferies Group
New York
$0
3
TCM
Twele Capital Management
Minnesota
$652K
4
TC
Telemus Capital
Michigan
$7.15M
5
MCM
Munder Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$4.09M +$67.6K +874 +2%
TFA
27
Toth Financial Advisory
Virginia
$3.98M +$106K +1,370 +3%
MOACM
28
Mutual of America Capital Management
New York
$3.57M -$526K -6,800 -13%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.53M +$865K +11,188 +33%
PA
30
Parkside Advisors
California
$3.44M -$169K -2,185 -5%
FIG
31
FundX Investment Group
California
$3.36M +$2.47M +31,950 +277%
UCFA
32
United Capital Financial Advisors
Texas
$3.25M +$339K +4,380 +12%
Charles Schwab
33
Charles Schwab
California
$2.96M +$376K +4,859 +15%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.95M +$511K +6,605 +21%
BJ
35
Brouwer & Janachowski
California
$2.89M -$234K -3,025 -7%
Creative Planning
36
Creative Planning
Kansas
$2.79M +$460K +5,952 +20%
SMC
37
Smith, Moore & Co
Missouri
$2.71M -$1.31K -17 -0%
TAIM
38
TD Ameritrade Investment Management
Nebraska
$2.62M +$692K +8,947 +36%
CCM
39
Connective Capital Management
California
$2.38M – – –
AP
40
Advisors Preferred
Maryland
$2.29M -$3.84M -49,672 -63%
DBIA
41
Dumont & Blake Investment Advisors
New Jersey
$2.25M +$27.7K +358 +1%
FMA
42
Fiduciary Management Associates
Illinois
$2.14M – – –
TA
43
Teachers Advisors
New York
$1.96M +$1.96M +25,300 New
BFO
44
Boston Family Office
Massachusetts
$1.79M +$475K +6,145 +36%
AL
45
Aspiriant LLC
California
$1.65M -$232 -3 -0%
KT
46
Kanaly Trust
Texas
$1.51M – – –
CIA
47
Capital Investment Advisors
Georgia
$1.47M +$33.9K +438 +2%
CL
48
CPWM LLC
Washington
$1.47M -$448K -5,792 -23%
BCM
49
Barometer Capital Management
Ontario, Canada
$1.4M +$100K +1,300 +8%
PI
50
Placemark Investments
Illinois
$1.32M +$1.09M +14,097 +468%
1
2
3 4 5