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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $495M invested in iShares Micro-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+18
Holders Change %
+10.65%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
29
Increased
55
Reduced
61
Closed
9
Calls
$1.88M
Puts
$2.33M
Net Calls
-$454K
Net Calls Change
-$646K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$14.2M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$8.87M
3
PSUF
People's United Financial
Connecticut
+$7.87M
4
Morgan Stanley
Morgan Stanley
New York
+$5.41M
5
TA
Teachers Advisors
New York
+$2.56M

Top Sellers

1
RC
RegentAtlantic Capital
New Jersey
-$13M
2
BFPW
BOK Financial Private Wealth
Colorado
-$2.13M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.45M
4
EA
Efficient Advisors
Ohio
-$1.22M
5
SAM
Silvercrest Asset Management
New York
-$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
51
Moisand Fitzgerald Tamayo
Florida
$1.67M -$17.6K -167 -1%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.61M -$312K -2,953 -16%
GFPC
53
Global Financial Private Capital
Florida
$1.57M -$355K -3,360 -18%
FFW
54
Fusion Family Wealth
New York
$1.54M -$48.3K -457 -3%
BFO
55
Boston Family Office
Massachusetts
$1.38M -$129K -1,220 -9%
JWS
56
Juncture Wealth Strategies
Arizona
$1.27M -$375K -3,554 -23%
MFG
57
Merit Financial Group
Georgia
$1.19M +$113K +1,066 +10%
GIA
58
GHP Investment Advisors
Colorado
$1.12M -$14.6K -138 -1%
RIA
59
Regal Investment Advisors
Michigan
$1.1M -$387K -3,665 -26%
TIM
60
Tortoise Investment Management
New York
$1.09M -$69.2K -655 -6%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$996K +$95.4K +903 +11%
CPIG
62
Chicago Partners Investment Group
Illinois
$865K +$247K +2,339 +40%
TYCC
63
Texas Yale Capital Corp
Florida
$769K +$769K +7,281 New
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$762K +$14.3K +135 +2%
MFS
65
Madrona Financial Services
Washington
$760K +$1.69K +16 +0.2%
CAL
66
Capital Analysts LLC
Pennsylvania
$717K +$31.7K +300 +5%
BCM
67
Bridgeway Capital Management
Texas
$689K – – –
JGIA
68
Jackson Grant Investment Advisers
Connecticut
$677K -$75.4K -714 -10%
AIS
69
American Investment Services
Massachusetts
$653K -$30.9K -293 -5%
CWS
70
Cypress Wealth Services
California
$647K +$81.3K +770 +14%
VCP
71
Vista Capital Partners
Oregon
$640K -$12K -114 -2%
PGA
72
Portland Global Advisors
Maine
$631K – – –
HK
73
Horizon Kinetics
New York
$604K -$11.8K -112 -2%
LI
74
LVZ Inc
Michigan
$596K +$596K +5,643 New
ASN
75
Advisory Services Network
Georgia
$547K +$476K +4,438 +672%
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