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iShares Micro-Cap ETF
IWC

Overview Fund Activity

169 hedge funds and large institutions have $416M invested in iShares Micro-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
49
Reduced
66
Closed
15
Calls
$999K
Puts
$807K
Net Calls
+$192K
Net Calls Change
-$1.21M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$6.48M
2
CA
Cumberland Advisors
Florida
+$3.24M
3
CF
Copperwynd Financial
Arizona
+$2.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.1M
5
Jane Street
Jane Street
New York
+$1.88M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.5M
2
BCM
Barometer Capital Management
Ontario, Canada
-$3.78M
3
Wells Fargo
Wells Fargo
California
-$3.61M
4
MFM
MD Financial Management
Ontario, Canada
-$3.56M
5
Morgan Stanley
Morgan Stanley
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.92M -$1.97M -20,149 -34%
SMC
27
Smith, Moore & Co
Missouri
$3.85M +$13.4K +140 +0.4%
PA
28
Parkside Advisors
California
$3.57M -$57K -594 -2%
JIC
29
Johnson Investment Counsel
Ohio
$3.52M -$11.5K -120 -0.3%
DBIA
30
Dumont & Blake Investment Advisors
New Jersey
$3.39M +$38.2K +398 +1%
CA
31
Cumberland Advisors
Florida
$3.24M +$3.24M +33,740 New
Citadel Advisors
32
Citadel Advisors
Florida
$2.99M +$269K +2,800 +10%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.93M -$96.4K -1,008 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.38M +$402K +4,182 +20%
UCFA
35
United Capital Financial Advisors
Texas
$2.37M -$132K -1,372 -5%
CF
36
Copperwynd Financial
Arizona
$2.33M +$2.33M +24,221 New
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.22M +$65.7K +684 +3%
RJA
38
Raymond James & Associates
Florida
$2.21M +$392K +4,083 +22%
EAM
39
Evanson Asset Management
California
$2.14M +$212K +2,205 +11%
Jane Street
40
Jane Street
New York
$1.88M +$1.88M +19,586 New
CL
41
CPWM LLC
Washington
$1.78M -$42.3K -440 -2%
CIA
42
Capital Investment Advisors
Georgia
$1.78M -$73.4K -764 -4%
TFA
43
Toth Financial Advisory
Virginia
$1.76M +$148K +1,542 +9%
GFPC
44
Global Financial Private Capital
Florida
$1.75M -$268K -2,786 -13%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.75M -$10.5M -109,076 -86%
EWM
46
Empirical Wealth Management
Washington
$1.74M +$940K +9,793 +118%
Goldman Sachs
47
Goldman Sachs
New York
$1.67M +$4.71K +49 +0.3%
MOACM
48
Mutual of America Capital Management
New York
$1.67M +$1.67M +17,340 New
MFT
49
Moisand Fitzgerald Tamayo
Florida
$1.54M -$20.2K -210 -1%
JWS
50
Juncture Wealth Strategies
Arizona
$1.5M -$391K -4,073 -21%
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