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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $454M invested in iShares Micro-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+17
Holders Change %
+10%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
51
Reduced
62
Closed
13
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$617K

Top Buyers

1
AA
Alesco Advisors
New York
+$13.4M
2
Fidelity International
Fidelity International
Bermuda
+$4.98M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.33M
4
FAAS
First Allied Advisory Services
California
+$2.57M
5
LI
LVZ Inc
Michigan
+$2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.57M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.54M
3
Wells Fargo
Wells Fargo
California
-$1.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.89M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$4.53M +$97.6K +981 +2%
DBIA
27
Dumont & Blake Investment Advisors
New Jersey
$4.47M +$112K +1,121 +3%
Citadel Advisors
28
Citadel Advisors
Florida
$4.25M -$4.57M -45,912 -52%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$4.19M +$54.8K +551 +1%
WMG
30
WESCAP Management Group
California
$4.02M +$49.5K +498 +1%
RJA
31
Raymond James & Associates
Florida
$3.9M +$26.1K +262 +0.7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.8M -$379K -3,805 -9%
SC
33
Schoolcraft Capital
Colorado
$3.68M -$34.1K -343 -0.9%
PA
34
Parkside Advisors
California
$3.54M -$256K -2,569 -7%
LPL Financial
35
LPL Financial
California
$3.54M -$3.18K -32 -0.1%
CPIG
36
Chicago Partners Investment Group
Illinois
$3.03M +$46.2K +457 +2%
HA
37
Harborview Advisors
Maine
$2.96M +$18.3K +184 +0.6%
RIM
38
Ranger Investment Management
Texas
$2.79M – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.64M -$19.1K -192 -0.7%
FAAS
40
First Allied Advisory Services
California
$2.58M +$2.57M +25,899 +47,961%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$2.58M -$2.09K -21 -0.1%
CL
42
CPWM LLC
Washington
$2.45M +$41.3K +415 +2%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.27M +$55.1K +554 +2%
PWA
44
Physician Wealth Advisors
Utah
$2.2M -$72.1K -731 -3%
SAM
45
Silvercrest Asset Management
New York
$2.07M -$37.3K -375 -2%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.03M -$129K -1,296 -6%
LI
47
LVZ Inc
Michigan
$2M +$2M +20,068 New
EAM
48
Evanson Asset Management
California
$1.98M +$2.49K +25 +0.1%
TC
49
TAP Consulting
Missouri
$1.8M -$142K -1,426 -7%
Capstone Investment Advisors
50
Capstone Investment Advisors
New York
$1.79M +$1.79M +18,020 New
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