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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $412M invested in iShares Micro-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
4.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
31
Increased
50
Reduced
65
Closed
26
Calls
$206K
Puts
–
Net Calls
+$206K
Net Calls Change
-$177K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$10.7M
2
HHGA
Halbert Hargrove Global Advisors
California
+$6.27M
3
CA
Cumberland Advisors
Florida
+$4.62M
4
WA
WP Advisors
California
+$3.86M
5
EWM
Empirical Wealth Management
Washington
+$3.5M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$7.27M
2
CIM
Cambria Investment Management
California
-$6.43M
3
BAAM
Baker Avenue Asset Management
California
-$6.21M
4
Bank of America
Bank of America
North Carolina
-$5.03M
5
Wells Fargo
Wells Fargo
California
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WP Advisors
California
$3.99M +$3.86M +46,816 +3,076%
WMG
27
WESCAP Management Group
California
$3.7M -$435K -5,275 -11%
DBIA
28
Dumont & Blake Investment Advisors
New Jersey
$3.59M +$490K +5,939 +16%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$3.44M -$745K -9,016 -18%
LPL Financial
30
LPL Financial
California
$3.33M -$1M -12,188 -23%
SMC
31
Smith, Moore & Co
Missouri
$3.3M -$103K -1,252 -3%
RJA
32
Raymond James & Associates
Florida
$3.11M +$315K +3,816 +11%
Citadel Advisors
33
Citadel Advisors
Florida
$3.1M -$696K -8,437 -18%
PA
34
Parkside Advisors
California
$2.99M +$47.3K +573 +2%
JIC
35
Johnson Investment Counsel
Ohio
$2.9M -$32.8K -398 -1%
CPIG
36
Chicago Partners Investment Group
Illinois
$2.82M +$2.08M +23,344 +281%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.42M -$159K -1,943 -6%
RIM
38
Ranger Investment Management
Texas
$2.31M +$2.31M +28,070 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$2.16M -$1.47M -17,805 -41%
AA
40
Ancora Advisors
Ohio
$2.05M +$2.05M +24,814 New
SG Americas Securities
41
SG Americas Securities
New York
$2.04M -$482K -5,851 -19%
CL
42
CPWM LLC
Washington
$1.99M +$417K +5,063 +27%
AFG
43
Arkansas Financial Group
Arkansas
$1.89M +$1.89M +22,956 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.86M -$11.4K -138 -0.6%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.86M -$2.11M -25,586 -53%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$1.85M – – –
JWS
47
Juncture Wealth Strategies
Arizona
$1.82M +$458K +5,562 +34%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.77M -$1.25M -15,139 -41%
UCFA
49
United Capital Financial Advisors
Texas
$1.66M -$63.8K -774 -4%
EAM
50
Evanson Asset Management
California
$1.63M -$235K -2,850 -13%
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