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iShares Micro-Cap ETF
IWC

Overview Fund Activity

144 hedge funds and large institutions have $421M invested in iShares Micro-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
49
Closed
16
Calls
$578K
Puts
$213K
Net Calls
+$365K
Net Calls Change
+$380K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$35.1M
2
OCM
One Capital Management
California
$13.7M
3
DCM
Driehaus Capital Management
Illinois
$522K
4
LAM
Lapides Asset Management
Connecticut
$1.08M
5
JWS
Juncture Wealth Strategies
Arizona
$5.42M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.47M
3
Citadel Advisors
Citadel Advisors
Florida
$1.89M
4
UBS Group
UBS Group
Switzerland
$6.69M
5
Charles Schwab
Charles Schwab
California
$9.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
51
Lapides Asset Management
Connecticut
$1.08M +$436K +4,900 +68%
BCM
52
Bridgeway Capital Management
Texas
$758K – – –
JA
53
JOYN Advisors
Georgia
$719K -$1.69K -19 -0.2%
EWM
54
Empirical Wealth Management
Washington
$693K – – –
PGA
55
Portland Global Advisors
Maine
$681K – – –
GIA
56
GHP Investment Advisors
Colorado
$643K +$9.34K +105 +1%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$627K +$26.7K +300 +4%
JGIA
58
Jackson Grant Investment Advisers
Connecticut
$626K +$3.38K +38 +0.5%
TH
59
Timber Hill
Connecticut
$614K -$16.4K -185 -3%
CAL
60
Capital Analysts LLC
Pennsylvania
$601K – – –
FWM
61
Frontier Wealth Management
Missouri
$594K – – –
HK
62
Horizon Kinetics
New York
$567K -$24.1K -271 -4%
AIS
63
American Investment Services
Massachusetts
$561K -$23.3K -262 -4%
VCP
64
Vista Capital Partners
Oregon
$558K – – –
MGIA
65
Moneta Group Investment Advisors
Missouri
$554K +$64.5K +725 +13%
CA
66
Cetera Advisors
Colorado
$526K +$52.7K +586 +11%
DCM
67
Driehaus Capital Management
Illinois
$522K +$522K +5,871 New
TIM
68
Tortoise Investment Management
New York
$519K +$62.7K +705 +14%
CPIG
69
Chicago Partners Investment Group
Illinois
$517K +$253K +2,896 +96%
PP
70
Pegasus Partners
Wisconsin
$507K -$155K -1,745 -23%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$496K +$221K +2,485 +80%
RHJA
72
Rice Hall James & Associates
California
$486K +$95.7K +1,077 +25%
MFS
73
Madrona Financial Services
Washington
$484K +$20.7K +233 +4%
MAS
74
Managed Account Services
Florida
$462K +$15.5K +175 +3%
Jane Street
75
Jane Street
New York
$449K -$764K -8,593 -63%
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