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iShares Micro-Cap ETF
IWC

Overview Fund Activity

185 hedge funds and large institutions have $533M invested in iShares Micro-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-2
Holders Change %
-1.07%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
20
Increased
74
Reduced
49
Closed
21
Calls
$1.21M
Puts
$829K
Net Calls
+$383K
Net Calls Change
+$837K

Top Buyers

1
RC
RegentAtlantic Capital
New Jersey
+$14M
2
Bank of America
Bank of America
North Carolina
+$5.74M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.89M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.33M
5
SG Americas Securities
SG Americas Securities
New York
+$3.26M

Top Sellers

1
PSUF
People's United Financial
Connecticut
-$7.87M
2
CF
Copperwynd Financial
Arizona
-$3.07M
3
TA
Teachers Advisors
New York
-$2.56M
4
Wells Fargo
Wells Fargo
California
-$1.93M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$1.89M +$1.89M +17,764 New
Ameriprise
52
Ameriprise
Minnesota
$1.84M +$1.84M +17,302 New
EWM
53
Empirical Wealth Management
Washington
$1.83M – – –
BIM
54
Bridges Investment Management
Nebraska
$1.78M +$30K +282 +2%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.77M +$146K +1,375 +9%
JWS
56
Juncture Wealth Strategies
Arizona
$1.75M +$474K +4,458 +37%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$1.69M +$1.69M +15,900 New
MFT
58
Moisand Fitzgerald Tamayo
Florida
$1.67M -$15.2K -143 -0.9%
GFPC
59
Global Financial Private Capital
Florida
$1.57M -$16.1K -151 -1%
RIA
60
Regal Investment Advisors
Michigan
$1.55M +$451K +4,238 +41%
LNC
61
Lincoln National Corp
Pennsylvania
$1.49M +$1.49M +13,976 New
ASN
62
Advisory Services Network
Georgia
$1.49M +$943K +8,867 +174%
BFO
63
Boston Family Office
Massachusetts
$1.34M -$51.6K -485 -4%
CI
64
CX Institutional
Indiana
$1.28M +$849K +7,981 +198%
MFG
65
Merit Financial Group
Georgia
$1.27M +$71.4K +672 +6%
TIM
66
Tortoise Investment Management
New York
$1.21M +$109K +1,028 +10%
FFW
67
Fusion Family Wealth
New York
$1.2M -$357K -3,363 -23%
GIA
68
GHP Investment Advisors
Colorado
$1.18M +$46.3K +435 +4%
TYCC
69
Texas Yale Capital Corp
Florida
$1.04M +$266K +2,500 +34%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$897K +$130K +1,227 +17%
AG
71
Advisor Group
Arizona
$823K +$435K +4,099 +112%
MFS
72
Madrona Financial Services
Washington
$802K +$37.8K +356 +5%
PFC
73
Personal Financial Consultants
California
$786K +$786K +7,397 New
CA
74
Cetera Advisors
Colorado
$772K +$236K +2,201 +44%
JGIA
75
Jackson Grant Investment Advisers
Connecticut
$766K +$84.5K +795 +12%
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