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iShares Micro-Cap ETF
IWC

Overview Fund Activity

141 hedge funds and large institutions have $392M invested in iShares Micro-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
51
Reduced
41
Closed
16
Calls
$2.31M
Puts
$1.82M
Net Calls
+$491K
Net Calls Change
+$126K

Top Buyers

1
BCM
Barometer Capital Management
Ontario, Canada
+$4.93M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.05M
3
QI
QS Investors
New York
+$1.4M
4
TH
Timber Hill
Connecticut
+$884K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$624K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$51.3M
2
CPIG
Chicago Partners Investment Group
Illinois
-$5.04M
3
Charles Schwab
Charles Schwab
California
-$4.45M
4
UBS Group
UBS Group
Switzerland
-$1.8M
5
HH
Hilltop Holdings
Texas
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
51
Lapides Asset Management
Connecticut
$1.14M – – –
GIA
52
GHP Investment Advisors
Colorado
$942K +$259K +2,744 +38%
BCM
53
Bridgeway Capital Management
Texas
$805K – – –
JA
54
JOYN Advisors
Georgia
$754K -$9.35K -99 -1%
Jane Street
55
Jane Street
New York
$743K +$266K +2,812 +56%
EWM
56
Empirical Wealth Management
Washington
$736K – – –
PGA
57
Portland Global Advisors
Maine
$723K – – –
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$670K +$3.4K +36 +0.5%
JGIA
59
Jackson Grant Investment Advisers
Connecticut
$667K +$1.8K +19 +0.3%
CAL
60
Capital Analysts LLC
Pennsylvania
$638K – – –
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$636K +$109K +1,154 +21%
FWM
62
Frontier Wealth Management
Missouri
$631K +$283 +3 +0%
TIM
63
Tortoise Investment Management
New York
$621K +$70.3K +745 +13%
AIS
64
American Investment Services
Massachusetts
$611K +$15.9K +168 +3%
VCP
65
Vista Capital Partners
Oregon
$593K – – –
MFS
66
Madrona Financial Services
Washington
$593K +$78.9K +836 +15%
MGIA
67
Moneta Group Investment Advisors
Missouri
$588K – – –
HK
68
Horizon Kinetics
New York
$566K -$36.4K -386 -6%
TSS
69
Two Sigma Securities
New York
$555K +$555K +5,877 New
RHJA
70
Rice Hall James & Associates
California
$554K +$37.6K +398 +7%
CPIG
71
Chicago Partners Investment Group
Illinois
$553K -$5.04M -5,332 -90%
CA
72
Cetera Advisors
Colorado
$533K -$20.5K -217 -4%
PPA
73
Parametric Portfolio Associates
Washington
$476K +$26K +275 +6%
SG Americas Securities
74
SG Americas Securities
New York
$472K +$472K +5,000 New
MAS
75
Managed Account Services
Florida
$456K -$34.8K -369 -7%
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