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iShares Micro-Cap ETF
IWC

Overview Fund Activity

175 hedge funds and large institutions have $435M invested in iShares Micro-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-8
Holders Change %
-4.37%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
49
Reduced
65
Closed
23
Calls
$280K
Puts
$401K
Net Calls
-$121K
Net Calls Change
-$651K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$11.1M
2
Citadel Advisors
Citadel Advisors
Florida
$13.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.67M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$2.02M
5
Bank of America
Bank of America
North Carolina
$41.5M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$181K
2
MFM
MD Financial Management
Ontario, Canada
$56.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.59M
4
BFPW
BOK Financial Private Wealth
Colorado
$3.24M
5
BIM
Bridges Investment Management
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$1.46M +$39.5K +424 +3%
AIM
52
Acropolis Investment Management
Missouri
$1.44M -$123K -1,315 -8%
MFT
53
Moisand Fitzgerald Tamayo
Florida
$1.41M – – –
TYCC
54
Texas Yale Capital Corp
Florida
$1.28M -$873K -9,376 -41%
BSW
55
Buckingham Strategic Wealth
Missouri
$1.18M -$284K -3,048 -19%
BAAM
56
Baker Avenue Asset Management
California
$1.13M -$23.3K -250 -2%
JWS
57
Juncture Wealth Strategies
Arizona
$1.13M -$212K -2,278 -16%
GIA
58
GHP Investment Advisors
Colorado
$1.12M -$12.8K -137 -1%
MFG
59
Merit Financial Group
Georgia
$1.09M -$145K -1,557 -12%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.09M +$132K +1,418 +14%
TIM
61
Tortoise Investment Management
New York
$1.01M -$60K -644 -6%
NCM
62
Next Capital Management
New York
$881K -$128K -1,377 -13%
EGA
63
Eagle Global Advisors
Texas
$862K – – –
A
64
AdvicePeriod
California
$764K +$66.1K +709 +9%
AG
65
Advisor Group
Arizona
$759K +$100K +1,076 +15%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$740K -$553K -5,929 -43%
BFO
67
Boston Family Office
Massachusetts
$739K -$228K -2,445 -24%
FFW
68
Fusion Family Wealth
New York
$738K -$114K -1,224 -13%
KeyBank National Association
69
KeyBank National Association
Ohio
$722K +$722K +7,745 New
SWA
70
Stratos Wealth Advisors
Ohio
$710K +$27.7K +297 +4%
GLLW
71
Graves Light Lenhart Wealth
Virginia
$671K – – –
CAL
72
Capital Analysts LLC
Pennsylvania
$664K – – –
AWM
73
AE Wealth Management
Kansas
$662K +$662K +7,101 New
JGIA
74
Jackson Grant Investment Advisers
Connecticut
$650K -$25.9K -278 -4%
MML Investors Services
75
MML Investors Services
Massachusetts
$631K -$120K -1,292 -16%
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