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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $412M invested in iShares Micro-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
4.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
31
Increased
50
Reduced
65
Closed
26
Calls
$206K
Puts
–
Net Calls
+$206K
Net Calls Change
-$177K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$10.7M
2
HHGA
Halbert Hargrove Global Advisors
California
+$6.27M
3
CA
Cumberland Advisors
Florida
+$4.62M
4
WA
WP Advisors
California
+$3.86M
5
EWM
Empirical Wealth Management
Washington
+$3.5M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$7.27M
2
CIM
Cambria Investment Management
California
-$6.43M
3
BAAM
Baker Avenue Asset Management
California
-$6.21M
4
Bank of America
Bank of America
North Carolina
-$5.03M
5
Wells Fargo
Wells Fargo
California
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.6M +$229K +2,785 +17%
SPC
52
Sigma Planning Corp
Michigan
$1.5M +$37.7K +457 +3%
BAAM
53
Baker Avenue Asset Management
California
$1.5M -$6.21M -75,364 -81%
CIA
54
Capital Investment Advisors
Georgia
$1.47M -$29.5K -358 -2%
Goldman Sachs
55
Goldman Sachs
New York
$1.46M -$190K -2,311 -12%
AIM
56
Acropolis Investment Management
Missouri
$1.42M +$1.27M +15,378 +852%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.4M -$485K -5,881 -26%
BIM
58
Bridges Investment Management
Nebraska
$1.38M – – –
KCM
59
Kennedy Capital Management
Missouri
$1.3M +$1.3M +15,799 New
MFT
60
Moisand Fitzgerald Tamayo
Florida
$1.26M -$36.4K -441 -3%
Jane Street
61
Jane Street
New York
$1.22M -$1.26M -15,267 -51%
RIA
62
Regal Investment Advisors
Michigan
$1.18M -$26K -315 -2%
EGA
63
Eagle Global Advisors
Texas
$1.18M +$797K +9,665 +211%
GFPC
64
Global Financial Private Capital
Florida
$1.12M -$97.3K -1,180 -8%
TIM
65
Tortoise Investment Management
New York
$1.08M +$142K +1,722 +15%
GIA
66
GHP Investment Advisors
Colorado
$1M +$90.9K +1,102 +10%
RHJA
67
Rice Hall James & Associates
California
$990K +$693K +8,399 +233%
MFG
68
Merit Financial Group
Georgia
$945K -$38.4K -466 -4%
BFO
69
Boston Family Office
Massachusetts
$877K -$159K -1,930 -15%
TYCC
70
Texas Yale Capital Corp
Florida
$846K +$39.6K +480 +5%
FFW
71
Fusion Family Wealth
New York
$845K -$82.7K -1,003 -9%
TSS
72
Two Sigma Securities
New York
$670K +$369K +4,474 +123%
CA
73
Cetera Advisors
Colorado
$646K +$53.8K +655 +9%
NCM
74
Next Capital Management
New York
$642K +$642K +7,792 New
A
75
AdvicePeriod
California
$628K +$218K +2,644 +53%
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3
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