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iShares Micro-Cap ETF
IWC

Overview Fund Activity

183 hedge funds and large institutions have $436M 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, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-5
Holders Change %
-2.66%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
21
Increased
41
Reduced
75
Closed
24
Calls
$743K
Puts
$213K
Net Calls
+$530K
Net Calls Change
+$324K

Top Buyers

1
DY
Dowling & Yahnke
California
+$7.49M
2
AAS
Avantax Advisory Services
Texas
+$4.53M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.22M
4
Bank of America
Bank of America
North Carolina
+$3.75M
5
HA
Harborview Advisors
Maine
+$2.65M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$24.2M
2
CA
Cumberland Advisors
Florida
-$8.88M
3
HHGA
Halbert Hargrove Global Advisors
California
-$6.27M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$3.77M
5
Wells Fargo
Wells Fargo
California
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBIA
26
Dumont & Blake Investment Advisors
New Jersey
$4.1M +$58.4K +630 +1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$3.81M -$46.7K -503 -1%
SMC
28
Smith, Moore & Co
Missouri
$3.77M +$48.3K +519 +1%
LPL Financial
29
LPL Financial
California
$3.75M +$5.29K +57 +0.1%
AFG
30
Arkansas Financial Group
Arkansas
$3.62M +$1.49M +16,038 +70%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3.56M +$1.14M +12,266 +47%
PA
32
Parkside Advisors
California
$3.42M +$52K +561 +2%
RJA
33
Raymond James & Associates
Florida
$3.37M -$123K -1,325 -4%
SC
34
Schoolcraft Capital
Colorado
$3.35M +$3.35M +36,089 New
JIC
35
Johnson Investment Counsel
Ohio
$3.31M +$40.7K +439 +1%
SAM
36
Silvercrest Asset Management
New York
$2.92M -$1.8M -19,395 -38%
CPIG
37
Chicago Partners Investment Group
Illinois
$2.71M -$235K -2,527 -8%
HA
38
Harborview Advisors
Maine
$2.65M +$2.65M +28,526 New
RIM
39
Ranger Investment Management
Texas
$2.6M – – –
TC
40
TAP Consulting
Missouri
$2.34M +$2.34M +25,221 New
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$2.32M +$1.64M +17,728 +244%
CL
42
CPWM LLC
Washington
$2.24M +$1.76K +19 +0.1%
AA
43
Ancora Advisors
Ohio
$2.23M -$70.7K -762 -3%
TYCC
44
Texas Yale Capital Corp
Florida
$2.14M +$1.19M +12,823 +125%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.01M +$211K +2,273 +12%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.01M -$83.1K -896 -4%
EAM
47
Evanson Asset Management
California
$1.84M +$835 +9 +0%
UCFA
48
United Capital Financial Advisors
Texas
$1.74M -$124K -1,332 -7%
BIM
49
Bridges Investment Management
Nebraska
$1.64M +$87.4K +942 +6%
CIA
50
Capital Investment Advisors
Georgia
$1.6M -$45.9K -495 -3%
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