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iShares Micro-Cap ETF
IWC

Overview Fund Activity

134 hedge funds and large institutions have $445M invested in iShares Micro-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
49
Reduced
41
Closed
15
Calls
$5.24M
Puts
$5.38M
Net Calls
-$136K
Net Calls Change
-$157K

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$5.56M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.87M
3
WA
3
Waverly Advisors
Alabama
$2.94M
4
PP
4
Pegasus Partners
Wisconsin
$2.94M
5
DY
5
Dowling & Yahnke
California
$7.73M

Top Sellers

1
QI
1
QS Investors
New York
$31.8M
2
Wells Fargo
2
Wells Fargo
California
$35.1M
3
TFA
3
Transamerica Financial Advisors
Florida
$0
4
UOC
4
UBS O'Connor
Illinois
$2.57M
5
Bank of America
5
Bank of America
North Carolina
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
Manchester Capital Management
Vermont
$3.24M +$2.06M +28,628 +176%
LPL Financial
27
LPL Financial
California
$3.14M +$1.58M +22,472 +102%
UCFA
28
United Capital Financial Advisors
Texas
$3.08M +$299K +4,151 +11%
PP
29
Pegasus Partners
Wisconsin
$2.94M +$2.63M +36,442 +834%
WA
30
Waverly Advisors
Alabama
$2.94M +$2.86M +39,665 +3,583%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.9M +$1.85M +25,596 +174%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.78M +$351K +4,870 +14%
JWS
33
Juncture Wealth Strategies
Arizona
$2.75M -$385K -5,340 -12%
SMC
34
Smith, Moore & Co
Missouri
$2.69M -$239K -3,311 -8%
UOC
35
UBS O'Connor
Illinois
$2.57M -$3.11M -43,100 -55%
BFO
36
Boston Family Office
Massachusetts
$2.56M +$23.1K +320 +0.9%
JIC
37
Johnson Investment Counsel
Ohio
$2.42M +$473K +6,565 +24%
DBIA
38
Dumont & Blake Investment Advisors
New Jersey
$2.38M +$92.3K +1,280 +4%
CCM
39
Connective Capital Management
California
$1.98M – – –
CIA
40
Capital Investment Advisors
Georgia
$1.95M -$18K -249 -0.9%
MFS
41
MSI Financial Services
Massachusetts
$1.77M +$153K +2,121 +9%
EWM
42
Empirical Wealth Management
Washington
$1.66M +$442K +6,125 +36%
MFT
43
Moisand Fitzgerald Tamayo
Florida
$1.66M +$1.66M +22,950 New
CIM
44
Cambria Investment Management
California
$1.41M +$1.41M +19,582 New
KT
45
Kanaly Trust
Texas
$1.41M – – –
CL
46
CPWM LLC
Washington
$1.34M +$2.09K +29 +0.2%
AI
47
Ariel Investments
Illinois
$1.31M +$1.31M +18,192 New
VFS
48
VSR Financial Services
Kansas
$1.25M +$42.7K +592 +4%
BCM
49
Bridgeway Capital Management
Texas
$1.19M – – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.18M +$123K +1,699 +12%
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