IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

134 hedge funds and large institutions have $445M invested in iShares Micro-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
49
Reduced
41
Closed
15
Calls
$5.24M
Puts
$5.38M
Net Calls
-$136K
Net Calls Change
-$157K

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$5.56M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.87M
3
WA
3
Waverly Advisors
Alabama
$2.94M
4
PP
4
Pegasus Partners
Wisconsin
$2.94M
5
DY
5
Dowling & Yahnke
California
$7.73M

Top Sellers

1
QI
1
QS Investors
New York
$31.8M
2
Wells Fargo
2
Wells Fargo
California
$35.1M
3
TFA
3
Transamerica Financial Advisors
Florida
$0
4
UOC
4
UBS O'Connor
Illinois
$2.57M
5
Bank of America
5
Bank of America
North Carolina
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$1.18M -$698K -9,689 -37%
HH
52
Hilltop Holdings
Texas
$1.16M – – –
AIS
53
American Investment Services
Massachusetts
$1.08M +$321K +4,460 +43%
MC
54
Martin & Co
Tennessee
$1M -$15.5K -215 -2%
EAM
55
Evanson Asset Management
California
$986K -$192K -2,666 -16%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$968K +$26.6K +369 +3%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$948K -$21.9K -303 -2%
CCM
58
Coldstream Capital Management
Washington
$909K +$90.4K +1,255 +11%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$880K +$880K +12,200 New
RIA
60
Regal Investment Advisors
Michigan
$810K +$288K +3,993 +55%
BCA
61
Bray Capital Advisors
Florida
$794K -$8.66K -120 -1%
PPA
62
Parametric Portfolio Associates
Washington
$694K +$65.6K +909 +10%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$693K +$20.4K +283 +3%
TCM
64
Traynor Capital Management
Pennsylvania
$687K -$306K -4,244 -31%
ACM
65
Aviance Capital Management
Florida
$658K +$363K +5,044 +123%
JGIA
66
Jackson Grant Investment Advisers
Connecticut
$639K +$639K +8,861 New
FWM
67
Frontier Wealth Management
Missouri
$630K +$216 +3 +0%
GIA
68
GHP Investment Advisors
Colorado
$597K +$133K +1,848 +29%
PGA
69
Portland Global Advisors
Maine
$574K -$6.49K -90 -1%
BJ
70
Brouwer & Janachowski
California
$549K -$203K -2,817 -27%
CFA
71
CT Financial Advisors
Pennsylvania
$492K +$13.6K +188 +3%
GWS
72
Glassman Wealth Services
Virginia
$481K +$267K +3,699 +124%
HSA
73
HBK Sorce Advisory
Pennsylvania
$479K -$332K -4,608 -41%
CFA
74
Camarda Financial Advisors
Florida
$475K -$116K -1,605 -20%
VCP
75
Vista Capital Partners
Oregon
$453K – – –
1 2
3
4 5