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iShares Micro-Cap ETF
IWC

Overview Fund Activity

169 hedge funds and large institutions have $416M invested in iShares Micro-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
49
Reduced
66
Closed
15
Calls
$999K
Puts
$807K
Net Calls
+$192K
Net Calls Change
-$1.21M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$6.48M
2
CA
Cumberland Advisors
Florida
+$3.24M
3
CF
Copperwynd Financial
Arizona
+$2.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.1M
5
Jane Street
Jane Street
New York
+$1.88M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.5M
2
BCM
Barometer Capital Management
Ontario, Canada
-$3.78M
3
Wells Fargo
Wells Fargo
California
-$3.61M
4
MFM
MD Financial Management
Ontario, Canada
-$3.56M
5
Morgan Stanley
Morgan Stanley
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFW
51
Fusion Family Wealth
New York
$1.45M -$167K -1,743 -10%
BFO
52
Boston Family Office
Massachusetts
$1.37M -$453K -4,715 -25%
RIA
53
Regal Investment Advisors
Michigan
$1.35M +$53.2K +554 +4%
TIM
54
Tortoise Investment Management
New York
$1.06M +$177K +1,841 +20%
GIA
55
GHP Investment Advisors
Colorado
$1.03M +$4.52K +47 +0.4%
MFG
56
Merit Financial Group
Georgia
$979K +$335K +3,492 +52%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$819K -$1.12M -11,616 -58%
MFS
58
Madrona Financial Services
Washington
$689K +$60K +625 +10%
JGIA
59
Jackson Grant Investment Advisers
Connecticut
$685K +$2.02K +21 +0.3%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$680K +$13.1K +136 +2%
BCM
61
Bridgeway Capital Management
Texas
$627K -$192K -2,000 -23%
CAL
62
Capital Analysts LLC
Pennsylvania
$623K -$42.8K -445 -6%
AIS
63
American Investment Services
Massachusetts
$622K +$12K +125 +2%
VCP
64
Vista Capital Partners
Oregon
$594K -$9.61K -100 -2%
FNBT
65
FineMark National Bank & Trust
Florida
$593K +$593K +6,175 New
PGA
66
Portland Global Advisors
Maine
$573K -$132K -1,375 -19%
CPIG
67
Chicago Partners Investment Group
Illinois
$562K -$1.54K -16 -0.3%
HK
68
Horizon Kinetics
New York
$560K -$19.8K -206 -3%
JA
69
JOYN Advisors
Georgia
$544K -$217K -2,262 -29%
CWS
70
Cypress Wealth Services
California
$514K +$91.9K +957 +22%
CA
71
Cetera Advisors
Colorado
$504K -$23.1K -241 -4%
AWM
72
AE Wealth Management
Kansas
$461K +$120K +1,255 +35%
SS
73
Simplicity Solutions
Minnesota
$458K +$163K +1,696 +55%
NAM
74
NTV Asset Management
West Virginia
$453K +$38.4K +400 +9%
A
75
AdvicePeriod
California
$450K -$14.2K -148 -3%
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