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iShares Micro-Cap ETF
IWC

Overview Fund Activity

139 hedge funds and large institutions have $533M invested in iShares Micro-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-10
Holders Change %
-6.71%
% of All Funds
3.71%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
16
Increased
50
Reduced
49
Closed
23
Calls
$5.8M
Puts
$2.48M
Net Calls
+$3.32M
Net Calls Change
-$7.5M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.5M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$8.36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.69M
4
CS
Credit Suisse
Switzerland
$6.97M
5
PCM
Price Capital Management
Louisiana
$6.96M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
BTS
BB&T Securities
Virginia
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01M
4
RJA
Raymond James & Associates
Florida
$2.11M
5
GI
Glovista Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
51
Gradient Investments
Minnesota
$1.51M -$186K -2,352 -11%
CL
52
CPWM LLC
Washington
$1.5M +$28.1K +355 +2%
BCM
53
Bridgeway Capital Management
Texas
$1.31M – – –
VFS
54
VSR Financial Services
Kansas
$1.3M -$55.8K -706 -4%
BJ
55
Brouwer & Janachowski
California
$1.29M -$1.47M -18,538 -53%
MCM
56
Manchester Capital Management
Vermont
$1.29M +$20.6K +260 +2%
EAM
57
Evanson Asset Management
California
$1.29M +$56.8K +718 +5%
VFA
58
Voya Financial Advisors
Connecticut
$1.29M +$1.29M +16,231 New
HH
59
Hilltop Holdings
Texas
$1.27M +$1.27M +16,103 New
EWM
60
Empirical Wealth Management
Washington
$1.22M -$10.4K -132 -0.8%
MC
61
Martin & Co
Tennessee
$1.2M +$11.5K +145 +1%
TCM
62
Traynor Capital Management
Pennsylvania
$1.1M -$348K -4,403 -24%
AIG
63
American International Group
New York
$1.01M -$39.1K -495 -4%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$1.01M -$12.5M -158,467 -93%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$900K +$164K +2,076 +22%
WA
66
Waverly Advisors
Alabama
$891K -$74.1K -938 -8%
BCA
67
Bray Capital Advisors
Florida
$881K -$157K -1,992 -15%
AIS
68
American Investment Services
Massachusetts
$830K – – –
JPMPWA
69
J.P. Morgan Private Wealth Advisors
California
$800K +$408K +5,160 +104%
F
70
FolioMetrix
Nebraska
$715K +$243K +3,071 +51%
Citadel Advisors
71
Citadel Advisors
Florida
$714K +$714K +9,029 New
FWM
72
Frontier Wealth Management
Missouri
$690K +$413K +5,230 +149%
PGA
73
Portland Global Advisors
Maine
$665K -$6.72K -85 -1%
CFA
74
Camarda Financial Advisors
Florida
$640K -$29K -366 -4%
M&T Bank
75
M&T Bank
New York
$622K +$2.69K +34 +0.4%
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