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iShares Micro-Cap ETF
IWC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+19
Holders Change %
+16.24%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
27
Increased
49
Reduced
38
Closed
7
Calls
$917K
Puts
–
Net Calls
+$917K
Net Calls Change
+$711K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
Citigroup
2
Citigroup
New York
$23.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.8M
4
JG
4
Jefferies Group
New York
$11.9M
5
Wells Fargo
5
Wells Fargo
California
$35M

Top Sellers

1
QI
1
QS Investors
New York
$18.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.18M
3
MAA
3
Managed Account Advisors
New Jersey
$9.44M
4
Jane Street
4
Jane Street
New York
$485K
5
FIMS
5
FBL Investment Management Services
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$1.19M +$71.1K +947 +6%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.18M -$6.83M -90,751 -85%
MC
53
Martin & Co
Tennessee
$1.13M -$8.86K -118 -0.8%
MBT
54
Montecito Bank & Trust
California
$1.12M +$366K +4,873 +49%
VFS
55
VSR Financial Services
Kansas
$1M +$12.1K +161 +1%
CA
56
Cetera Advisors
Colorado
$976K -$49.9K -663 -5%
GI
57
Gradient Investments
Minnesota
$969K +$343K +4,566 +55%
JIC
58
Johnson Investment Counsel
Ohio
$871K +$45.8K +610 +6%
FIG
59
FundX Investment Group
California
$868K +$278K +3,700 +47%
EWM
60
Evermay Wealth Management
Virginia
$812K +$812K +10,811 New
RJA
61
Raymond James & Associates
Florida
$806K +$806K +10,730 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$766K -$281K -3,736 -27%
PFS
63
Prospera Financial Services
Texas
$744K +$744K +9,898 New
PGA
64
Portland Global Advisors
Maine
$735K -$40.9K -545 -5%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$691K -$4.13K -55 -0.6%
CCM
66
Coldstream Capital Management
Washington
$683K -$25.8K -344 -4%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$633K +$314K +4,180 +99%
EWM
68
Empirical Wealth Management
Washington
$617K +$10.7K +142 +2%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$595K +$87.4K +1,163 +17%
NAM
70
NTV Asset Management
West Virginia
$589K -$75.1K -1,000 -11%
TDC
71
Thompson Davis & Co
Virginia
$533K +$533K +7,100 New
FAAS
72
First Allied Advisory Services
California
$496K +$25.5K +336 +5%
Jane Street
73
Jane Street
New York
$485K -$3.15M -41,943 -87%
AIS
74
American Investment Services
Massachusetts
$476K -$22.9K -305 -5%
VCP
75
Vista Capital Partners
Oregon
$442K -$26.3K -350 -6%
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