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iShares Micro-Cap ETF
IWC

Overview Fund Activity

183 hedge funds and large institutions have $436M invested in iShares Micro-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-5
Holders Change %
-2.66%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
21
Increased
41
Reduced
75
Closed
24
Calls
$743K
Puts
$213K
Net Calls
+$530K
Net Calls Change
+$324K

Top Buyers

1
DY
Dowling & Yahnke
California
+$7.49M
2
AAS
Avantax Advisory Services
Texas
+$4.53M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.22M
4
Bank of America
Bank of America
North Carolina
+$3.75M
5
HA
Harborview Advisors
Maine
+$2.65M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$24.2M
2
CA
Cumberland Advisors
Florida
-$8.88M
3
HHGA
Halbert Hargrove Global Advisors
California
-$6.27M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$3.77M
5
Wells Fargo
Wells Fargo
California
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$1.57M -$71.9K -775 -4%
AIM
52
Acropolis Investment Management
Missouri
$1.55M -$40.8K -440 -3%
BSW
53
Buckingham Strategic Wealth
Missouri
$1.45M +$1.13M +12,167 +348%
RIA
54
Regal Investment Advisors
Michigan
$1.41M +$85.8K +925 +6%
MFT
55
Moisand Fitzgerald Tamayo
Florida
$1.4M -$11K -119 -0.8%
Jane Street
56
Jane Street
New York
$1.35M -$18.7K -202 -1%
JWS
57
Juncture Wealth Strategies
Arizona
$1.34M -$706K -7,609 -35%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.29M -$704K -7,588 -35%
GFPC
59
Global Financial Private Capital
Florida
$1.25M -$6.68K -72 -0.5%
MFG
60
Merit Financial Group
Georgia
$1.23M +$165K +1,785 +16%
LNC
61
Lincoln National Corp
Pennsylvania
$1.21M +$1.21M +13,043 New
BAAM
62
Baker Avenue Asset Management
California
$1.15M -$534K -5,764 -32%
GIA
63
GHP Investment Advisors
Colorado
$1.13M -$2.88K -31 -0.3%
TIM
64
Tortoise Investment Management
New York
$1.06M -$150K -1,622 -12%
Mackenzie Financial
65
Mackenzie Financial
Ontario, Canada
$1.05M -$3.77M -40,674 -78%
NCM
66
Next Capital Management
New York
$1.01M +$282K +3,040 +39%
BFO
67
Boston Family Office
Massachusetts
$962K -$24.6K -265 -2%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$950K -$627K -6,758 -40%
EGA
69
Eagle Global Advisors
Texas
$858K -$464K -5,000 -35%
FFW
70
Fusion Family Wealth
New York
$848K -$103K -1,108 -11%
MML Investors Services
71
MML Investors Services
Massachusetts
$748K +$69.2K +746 +10%
CA
72
Cetera Advisors
Colorado
$715K -$17.2K -185 -2%
A
73
AdvicePeriod
California
$694K -$12.6K -136 -2%
SWA
74
Stratos Wealth Advisors
Ohio
$679K +$679K +7,322 New
JGIA
75
Jackson Grant Investment Advisers
Connecticut
$673K +$13.7K +148 +2%
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