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iShares Micro-Cap ETF
IWC

Overview Fund Activity

130 hedge funds and large institutions have $593M invested in iShares Micro-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
3.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
15
Increased
51
Reduced
40
Closed
21
Calls
$711K
Puts
$1.96M
Net Calls
-$1.25M
Net Calls Change
-$2.17M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$71M
2
BTS
BB&T Securities
Virginia
$23.6M
3
Bank of America
Bank of America
North Carolina
$53.3M
4
U
UBS
Switzerland
$20.8M
5
Goldman Sachs
Goldman Sachs
New York
$33.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.9M
2
JG
Jefferies Group
New York
$0
3
TCM
Twele Capital Management
Minnesota
$652K
4
TC
Telemus Capital
Michigan
$7.15M
5
MCM
Munder Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Bridgeway Capital Management
Texas
$1.28M – – –
MCM
52
Manchester Capital Management
Vermont
$1.24M – – –
AIG
53
American International Group
New York
$1.21M -$13.5K -174 -1%
VFS
54
VSR Financial Services
Kansas
$1.2M +$165K +2,134 +16%
GI
55
Gradient Investments
Minnesota
$1.17M +$168K +2,170 +17%
MC
56
Martin & Co
Tennessee
$1.15M -$5.41K -70 -0.5%
JIC
57
Johnson Investment Counsel
Ohio
$1.08M +$181K +2,343 +20%
CA
58
Cetera Advisors
Colorado
$1.03M +$24.7K +320 +2%
EAM
59
Evanson Asset Management
California
$1M -$299K -3,871 -23%
MBT
60
Montecito Bank & Trust
California
$940K -$211K -2,725 -18%
EWM
61
Evermay Wealth Management
Virginia
$884K +$48.3K +625 +6%
Jane Street
62
Jane Street
New York
$876K +$376K +4,870 +75%
CS
63
Credit Suisse
Switzerland
$781K +$781K +10,109 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$740K +$128K +1,657 +21%
PGA
65
Portland Global Advisors
Maine
$704K -$52.6K -680 -7%
EWM
66
Empirical Wealth Management
Washington
$703K +$68.5K +886 +11%
CCM
67
Coldstream Capital Management
Washington
$688K -$15.4K -199 -2%
Natixis Advisors
68
Natixis Advisors
Massachusetts
$669K -$42.1K -545 -6%
TCM
69
Twele Capital Management
Minnesota
$652K -$4.46M -57,740 -87%
NAM
70
NTV Asset Management
West Virginia
$606K – – –
Bank of New York Mellon
71
Bank of New York Mellon
New York
$531K +$113K +1,468 +27%
FAAS
72
First Allied Advisory Services
California
$528K +$24.5K +318 +5%
AIM
73
Acropolis Investment Management
Missouri
$509K +$509K +6,590 New
1GA
74
1st Global Advisors
Texas
$496K +$496K +6,411 New
CFA
75
CT Financial Advisors
Pennsylvania
$493K +$493K +6,235 New
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