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iShares Micro-Cap ETF
IWC

Overview Fund Activity

124 hedge funds and large institutions have $478M invested in iShares Micro-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-11
Holders Change %
-8.15%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
44
Reduced
43
Closed
17
Calls
$22.1M
Puts
$31.8M
Net Calls
-$9.72M
Net Calls Change
-$11.8M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$8.63M
2
Wells Fargo
Wells Fargo
California
+$4.19M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.83M
4
CSIA
Charles Schwab Investment Advisory
California
+$2.7M
5
TDC
Thompson Davis & Co
Virginia
+$1.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$31.6M
2
BTS
BB&T Securities
Virginia
-$11.7M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$6.14M
4
TC
Telemus Capital
Michigan
-$4.87M
5
Bank of America
Bank of America
North Carolina
-$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Bridgeway Capital Management
Texas
$1.15M – – –
VFS
52
VSR Financial Services
Kansas
$1.12M -$16.8K -242 -1%
GI
53
Gradient Investments
Minnesota
$1.12M +$120K +1,732 +12%
MCM
54
Manchester Capital Management
Vermont
$1.12M – – –
MC
55
Martin & Co
Tennessee
$1.05M +$695 +10 +0.1%
PI
56
Placemark Investments
Illinois
$956K -$345K -4,959 -26%
EAM
57
Evanson Asset Management
California
$901K – – –
AIG
58
American International Group
New York
$869K +$292K +4,200 +51%
VKH
59
Virtu KCG Holdings
New York
$767K -$1.74K -25 -0.2%
AL
60
Aspiriant LLC
California
$678K -$711K -10,234 -51%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$644K -$33.3K -478 -5%
CA
62
Cetera Advisors
Colorado
$632K -$353K -5,089 -36%
PGA
63
Portland Global Advisors
Maine
$613K -$5.91K -85 -1%
EWM
64
Empirical Wealth Management
Washington
$557K -$22K -316 -4%
M&T Bank
65
M&T Bank
New York
$550K +$550K +7,909 New
EWM
66
Evermay Wealth Management
Virginia
$536K – – –
Bank of New York Mellon
67
Bank of New York Mellon
New York
$509K -$3.27K -47 -0.6%
CCM
68
Coldstream Capital Management
Washington
$504K -$77K -1,107 -13%
TCM
69
Twele Capital Management
Minnesota
$496K -$91K -1,308 -15%
MBT
70
Montecito Bank & Trust
California
$480K -$177K -2,548 -27%
VCP
71
Vista Capital Partners
Oregon
$437K – – –
KIA
72
KCM Investment Advisors
California
$434K +$1.67K +24 +0.4%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$427K +$37.4K +538 +10%
CFA
74
Camarda Financial Advisors
Florida
$413K +$59.3K +854 +17%
GIA
75
GHP Investment Advisors
Colorado
$411K +$58.3K +840 +17%
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