iShares Micro-Cap ETF
184 hedge funds and large institutions have $439M invested in iShares Micro-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 76 reducing their positions, and 24 closing their positions.
249% more call options, than puts
Call options by funds: $743K | Put options by funds: $213K
4% more capital invested
Capital invested by funds: $421M → $439M (+$18.4M)
0.16% less ownership
Funds ownership: 50.12% → 49.96% (-0.16%)
3% less funds holding
Funds holding: 189 → 184 (-5)
13% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 24
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
46% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DY
Dowling & Yahnke
San Diego,
California
|
+$7.45M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.19M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.73M |
| 5 |
HA
Harborview Advisors
Portland,
Maine
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$24.1M |
| 2 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$8.88M |
| 3 |
HC
Henshaw Capital
Woburn,
Massachusetts
|
-$6.77M |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$6.27M |
| 5 |
WA
WP Advisors
San Francisco,
California
|
-$4.41M |
IWC Hedge Fund Activity: Q1 2019 in Review
184 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q1 2019, worth a combined $439M — up 4.4% from $421M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of IWC and 21 opened new positions — a net loss of 3 holders — while 76 trimmed existing stakes and 41 added.
The largest buyer was Dowling & Yahnke, adding an estimated $7.45M. The largest seller was MD Financial Management, cutting an estimated $24.1M.
- 184 institutional investors held iShares Micro-Cap ETF (IWC) as of Q1 2019, down from 189 in Q4 2018.
- Funds reported $439M of iShares Micro-Cap ETF stock for Q1 2019, up 4.4% quarter-over-quarter.
- 21 funds opened new iShares Micro-Cap ETF positions in Q1 2019 and 24 closed out, a net change of -3 holders.
- The largest iShares Micro-Cap ETF buyer in Q1 2019 was Dowling & Yahnke, an estimated $7.45M added.
- The largest iShares Micro-Cap ETF seller in Q1 2019 was MD Financial Management, an estimated $24.1M sold.
Based on aggregated 13F filings for Q1 2019.