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iShares Micro-Cap ETF
IWC

Overview Fund Activity

175 hedge funds and large institutions have $435M invested in iShares Micro-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-8
Holders Change %
-4.37%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
49
Reduced
65
Closed
23
Calls
$280K
Puts
$401K
Net Calls
-$121K
Net Calls Change
-$651K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$11.1M
2
Citadel Advisors
Citadel Advisors
Florida
$13.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.67M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$2.02M
5
Bank of America
Bank of America
North Carolina
$41.5M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$181K
2
MFM
MD Financial Management
Ontario, Canada
$56.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.59M
4
BFPW
BOK Financial Private Wealth
Colorado
$3.24M
5
BIM
Bridges Investment Management
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DBIA
26
Dumont & Blake Investment Advisors
New Jersey
$4.13M +$16.8K +180 +0.4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.99M +$411K +4,406 +11%
SMC
28
Smith, Moore & Co
Missouri
$3.93M +$62.3K +653 +2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$3.88M +$55.7K +597 +1%
PA
30
Parkside Advisors
California
$3.51M +$81.9K +879 +2%
RJA
31
Raymond James & Associates
Florida
$3.37M -$16K -172 -0.5%
SC
32
Schoolcraft Capital
Colorado
$3.35M -$14.5K -156 -0.4%
JIC
33
Johnson Investment Counsel
Ohio
$3.29M -$36.2K -389 -1%
BFPW
34
BOK Financial Private Wealth
Colorado
$3.24M -$1.89M -20,308 -37%
LPL Financial
35
LPL Financial
California
$3.14M -$628K -6,745 -17%
SAM
36
Silvercrest Asset Management
New York
$2.93M -$4.66K -50 -0.2%
HA
37
Harborview Advisors
Maine
$2.85M +$188K +2,015 +7%
CPIG
38
Chicago Partners Investment Group
Illinois
$2.67M +$18.4K +202 +0.7%
RIM
39
Ranger Investment Management
Texas
$2.62M – – –
CL
40
CPWM LLC
Washington
$2.25M +$3.45K +37 +0.2%
Jane Street
41
Jane Street
New York
$2.14M +$785K +8,422 +58%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$2.12M +$99.3K +1,066 +5%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.08M +$58.9K +632 +3%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$2.02M +$2.02M +21,700 New
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$1.94M -$392K -4,208 -17%
EAM
46
Evanson Asset Management
California
$1.85M +$839 +9 +0%
UCFA
47
United Capital Financial Advisors
Texas
$1.7M -$50.9K -546 -3%
AA
48
Ancora Advisors
Ohio
$1.59M -$654K -7,018 -29%
CIA
49
Capital Investment Advisors
Georgia
$1.59M -$24.8K -266 -2%
Goldman Sachs
50
Goldman Sachs
New York
$1.52M -$58.2K -625 -4%
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