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iShares Micro-Cap ETF
IWC

Overview Fund Activity

135 hedge funds and large institutions have $570M invested in iShares Micro-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
17
Increased
44
Reduced
43
Closed
11
Calls
$5.2M
Puts
$3.15M
Net Calls
+$2.05M
Net Calls Change
+$3.3M

Top Buyers

1
QI
QS Investors
New York
$30.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$7.46M
3
BTS
BB&T Securities
Virginia
$27.6M
4
TH
Timber Hill
Connecticut
$3.44M
5
FAAM
First Allied Asset Management
California
$3.36M

Top Sellers

1
Citigroup
Citigroup
New York
$8.11M
2
Morgan Stanley
Morgan Stanley
New York
$14.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.6M
4
LPL Financial
LPL Financial
California
$3.55M
5
FIG
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
Telemus Capital
Michigan
$4.87M -$2.17M -28,561 -31%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$3.9M -$126K -1,657 -3%
PA
28
Parkside Advisors
California
$3.61M +$225K +2,954 +7%
TFA
29
Toth Financial Advisory
Virginia
$3.57M -$351K -4,614 -9%
LPL Financial
30
LPL Financial
California
$3.55M -$3.57M -46,875 -50%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.53M +$619K +8,136 +21%
TH
32
Timber Hill
Connecticut
$3.44M +$3.44M +45,129 New
Charles Schwab
33
Charles Schwab
California
$3.42M +$512K +6,732 +18%
FAAM
34
First Allied Asset Management
California
$3.36M +$3.36M +44,216 New
UCFA
35
United Capital Financial Advisors
Texas
$3.23M +$35.9K +471 +1%
MOACM
36
Mutual of America Capital Management
New York
$2.82M -$699K -9,179 -20%
BJ
37
Brouwer & Janachowski
California
$2.78M -$64K -841 -2%
SMC
38
Smith, Moore & Co
Missouri
$2.7M +$29.6K +389 +1%
CCM
39
Connective Capital Management
California
$2.35M – – –
Creative Planning
40
Creative Planning
Kansas
$2.26M -$488K -6,415 -18%
BFO
41
Boston Family Office
Massachusetts
$2.24M +$480K +6,305 +27%
DBIA
42
Dumont & Blake Investment Advisors
New Jersey
$2.22M +$7.61K +100 +0.3%
FMA
43
Fiduciary Management Associates
Illinois
$2.11M – – –
TA
44
Teachers Advisors
New York
$1.9M -$22.8K -300 -1%
CIA
45
Capital Investment Advisors
Georgia
$1.54M +$98.2K +1,291 +7%
AL
46
Aspiriant LLC
California
$1.52M -$101K -1,330 -6%
KT
47
Kanaly Trust
Texas
$1.49M – – –
CL
48
CPWM LLC
Washington
$1.45M +$1.6K +21 +0.1%
PI
49
Placemark Investments
Illinois
$1.43M +$123K +1,613 +9%
B
50
Baird
Wisconsin
$1.36M +$1.13M +14,790 +480%
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