iShares Micro-Cap ETF
136 hedge funds and large institutions have $462M invested in iShares Micro-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 7 closing their positions.
286% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 7
29% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 38
27% more capital invested
Capital invested by funds: $364M → $462M (+$98M)
16% more funds holding
Funds holding: 117 → 136 (+19)
5.01% more ownership
Funds ownership: 46.41% → 51.42% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$15.3M |
| 2 |
Citigroup
New York
|
+$14.3M |
| 3 |
Goldman Sachs
New York
|
+$14.2M |
| 4 |
JG
Jefferies Group
New York
|
+$11.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.45M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$5.69M |
| 4 |
Jane Street
New York
|
-$2.98M |
| 5 |
FIMS
FBL Investment Management Services
West Des Moines,
Iowa
|
-$1.2M |
IWC Hedge Fund Activity: Q4 2013 in Review
136 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q4 2013, worth a combined $462M — up 27% from $364M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IWC positions and 7 closed out — a net gain of 20 holders — while 49 added to existing stakes and 38 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $15.3M. The largest seller was QS Investors, cutting an estimated $22M.
- 136 institutional investors held iShares Micro-Cap ETF (IWC) as of Q4 2013, up from 117 in Q3 2013.
- Funds reported $462M of iShares Micro-Cap ETF stock for Q4 2013, up 27% quarter-over-quarter.
- 27 funds opened new iShares Micro-Cap ETF positions in Q4 2013 and 7 closed out, a net change of +20 holders.
- The largest iShares Micro-Cap ETF buyer in Q4 2013 was JP Morgan Chase, an estimated $15.3M added.
- The largest iShares Micro-Cap ETF seller in Q4 2013 was QS Investors, an estimated $22M sold.
Based on aggregated 13F filings for Q4 2013.