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iShares Micro-Cap ETF
IWC

Overview Fund Activity

163 hedge funds and large institutions have $306M invested in iShares Micro-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-24
Holders Change %
-12.83%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
43
Reduced
59
Closed
41
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$887K

Top Buyers

1
HHGA
Halbert Hargrove Global Advisors
California
+$13M
2
MFM
MD Financial Management
Ontario, Canada
+$4.27M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.78M
4
EWM
Empirical Wealth Management
Washington
+$3.45M
5
CG
Cutler Group
California
+$2.78M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.69M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$4.63M
3
FMC
First Merchants Corp
Indiana
-$4.08M
4
RJA
Raymond James & Associates
Florida
-$3.9M
5
PA
Parkside Advisors
California
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
26
Chicago Partners Investment Group
Illinois
$3.78M +$1.65M +23,238 +78%
Fidelity International
27
Fidelity International
Bermuda
$3.3M -$57.1K -852 -2%
SC
28
Schoolcraft Capital
Colorado
$3.08M +$607K +9,056 +25%
SMC
29
Smith, Moore & Co
Missouri
$3M -$46K -686 -2%
Osaic Holdings
30
Osaic Holdings
Arizona
$3M +$3M +44,781 New
DBIA
31
Dumont & Blake Investment Advisors
New Jersey
$2.87M -$143K -2,137 -5%
JIC
32
Johnson Investment Counsel
Ohio
$2.86M -$528K -7,881 -16%
CG
33
Cutler Group
California
$2.78M +$2.78M +41,400 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.64M +$2.25M +33,606 +581%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.47M +$1.85M +27,673 +303%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.45M -$109K -1,632 -4%
LPL Financial
37
LPL Financial
California
$2.1M -$289K -4,305 -12%
HA
38
Harborview Advisors
Maine
$1.99M -$1.94K -29 -0.1%
AIM
39
Acropolis Investment Management
Missouri
$1.93M +$936K +13,970 +94%
MOACM
40
Mutual of America Capital Management
New York
$1.87M -$2.52M -37,651 -57%
FMC
41
First Merchants Corp
Indiana
$1.79M -$4.08M -60,807 -69%
PWA
42
Physician Wealth Advisors
Utah
$1.69M +$119K +1,688 +8%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.64M +$107K +1,597 +7%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.43M +$60.6K +904 +4%
WMG
45
WESCAP Management Group
California
$1.39M -$1.31M -19,591 -48%
EAM
46
Evanson Asset Management
California
$1.33M – – –
TYCC
47
Texas Yale Capital Corp
Florida
$1.3M +$128K +1,916 +11%
SAM
48
Silvercrest Asset Management
New York
$1.22M -$170K -2,535 -12%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$1.18M -$559K -8,345 -32%
TC
50
TAP Consulting
Missouri
$1.16M -$53.9K -805 -4%
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