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iShares Micro-Cap ETF
IWC

Overview Fund Activity

136 hedge funds and large institutions have $397M invested in iShares Micro-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
–
Holders Change %
0%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
10
Increased
49
Reduced
49
Closed
7
Calls
$476K
Puts
$2.19M
Net Calls
-$1.72M
Net Calls Change
-$1.09M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.79M
3
QI
QS Investors
New York
$45.8M
4
SG Americas Securities
SG Americas Securities
New York
$3.75M
5
HighTower Advisors
HighTower Advisors
Illinois
$1.82M

Top Sellers

1
Citigroup
Citigroup
New York
$117K
2
Bank of America
Bank of America
North Carolina
$24.5M
3
AA
Alesco Advisors
New York
$14.4M
4
Citadel Advisors
Citadel Advisors
Florida
$3.39M
5
Wells Fargo
Wells Fargo
California
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$937K -$117K -1,501 -11%
AG
52
Advisor Group
Arizona
$875K +$304K +3,897 +53%
MCM
53
Manchester Capital Management
Vermont
$865K -$610K -7,815 -41%
BCA
54
Bray Capital Advisors
Florida
$843K – – –
TFA
55
Toth Financial Advisory
Virginia
$822K +$61.3K +785 +8%
AIS
56
American Investment Services
Massachusetts
$737K +$1.56K +20 +0.2%
CIM
57
Cambria Investment Management
California
$688K – – –
FWM
58
Frontier Wealth Management
Missouri
$683K +$312 +4 +0%
EWM
59
Empirical Wealth Management
Washington
$660K -$102K -1,309 -13%
CBU
60
CIBC Bank USA
Illinois
$649K -$310K -3,985 -32%
JA
61
JOYN Advisors
Georgia
$630K +$361K +4,634 +134%
PGA
62
Portland Global Advisors
Maine
$621K – – –
GIA
63
GHP Investment Advisors
Colorado
$593K +$10.9K +140 +2%
US Bancorp
64
US Bancorp
Minnesota
$583K +$101K +1,300 +21%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$554K +$554K +7,100 New
JGIA
66
Jackson Grant Investment Advisers
Connecticut
$544K +$2.97K +38 +0.5%
HK
67
Horizon Kinetics
New York
$539K -$3.67K -47 -0.7%
CAL
68
Capital Analysts LLC
Pennsylvania
$502K -$40.6K -520 -7%
CFA
69
CT Financial Advisors
Pennsylvania
$491K +$2.65K +34 +0.5%
VCP
70
Vista Capital Partners
Oregon
$490K – – –
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$483K +$105K +1,350 +28%
OC
72
Oppenheimer & Co
New York
$457K +$1.33K +17 +0.3%
BJ
73
Brouwer & Janachowski
California
$436K -$43.2K -553 -9%
KCM
74
Kennedy Capital Management
Missouri
$426K +$4.52K +58 +1%
CCM
75
Coldstream Capital Management
Washington
$401K -$202K -2,588 -33%
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