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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $495M invested in iShares Micro-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+18
Holders Change %
+10.65%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
29
Increased
55
Reduced
61
Closed
9
Calls
$1.88M
Puts
$2.33M
Net Calls
-$454K
Net Calls Change
-$646K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$14.2M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$8.87M
3
PSUF
People's United Financial
Connecticut
+$7.87M
4
Morgan Stanley
Morgan Stanley
New York
+$5.41M
5
TA
Teachers Advisors
New York
+$2.56M

Top Sellers

1
RC
RegentAtlantic Capital
New Jersey
-$13M
2
BFPW
BOK Financial Private Wealth
Colorado
-$2.13M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.45M
4
EA
Efficient Advisors
Ohio
-$1.22M
5
SAM
Silvercrest Asset Management
New York
-$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$4.76M -$58.7K -556 -1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.74M -$1.45M -13,687 -23%
SMC
28
Smith, Moore & Co
Missouri
$4.35M +$112K +1,056 +3%
MOACM
29
Mutual of America Capital Management
New York
$4.26M +$2.43M +23,000 +133%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$4.15M – – –
DBIA
31
Dumont & Blake Investment Advisors
New Jersey
$3.85M +$123K +1,165 +3%
PA
32
Parkside Advisors
California
$3.83M -$87.9K -832 -2%
JIC
33
Johnson Investment Counsel
Ohio
$3.65M -$217K -2,059 -6%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$3.55M +$930K +8,807 +36%
Citadel Advisors
35
Citadel Advisors
Florida
$3.48M +$190K +1,800 +6%
HighTower Advisors
36
HighTower Advisors
Illinois
$3.19M -$34.3K -325 -1%
CF
37
Copperwynd Financial
Arizona
$3.07M +$510K +4,825 +20%
RJA
38
Raymond James & Associates
Florida
$2.8M +$369K +3,493 +15%
Jane Street
39
Jane Street
New York
$2.78M +$708K +6,706 +34%
UCFA
40
United Capital Financial Advisors
Texas
$2.6M -$3.17K -30 -0.1%
TA
41
Teachers Advisors
New York
$2.56M +$2.56M +24,200 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$2.47M +$33.4K +316 +1%
EAM
43
Evanson Asset Management
California
$2.39M +$42.5K +402 +2%
TFA
44
Toth Financial Advisory
Virginia
$2.1M +$169K +1,603 +9%
CL
45
CPWM LLC
Washington
$2.01M +$48.8K +462 +2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.97M +$1.97M +18,630 New
CIA
47
Capital Investment Advisors
Georgia
$1.94M -$19.9K -188 -1%
Goldman Sachs
48
Goldman Sachs
New York
$1.83M -$3.91K -37 -0.2%
EWM
49
Empirical Wealth Management
Washington
$1.81M -$96.3K -912 -5%
BIM
50
Bridges Investment Management
Nebraska
$1.74M +$1.74M +16,482 New
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