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iShares Micro-Cap ETF
IWC

Overview Fund Activity

170 hedge funds and large institutions have $384M invested in iShares Micro-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
43
Reduced
54
Closed
21
Calls
$538K
Puts
–
Net Calls
+$538K
Net Calls Change
+$659K

Top Buyers

1
FMC
First Merchants Corp
Indiana
$8.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.7M
3
AFG
Arkansas Financial Group
Arkansas
$6.15M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.35M
5
AAS
Avantax Advisory Services
Texas
$11.8M

Top Sellers

1
AA
Alesco Advisors
New York
$0
2
Bank of America
Bank of America
North Carolina
$32.9M
3
Citadel Advisors
Citadel Advisors
Florida
$7.81M
4
BFPW
BOK Financial Private Wealth
Colorado
$694K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$1.44M -$67K -760 -4%
MFT
52
Moisand Fitzgerald Tamayo
Florida
$1.32M -$16K -181 -1%
AIM
53
Acropolis Investment Management
Missouri
$1.31M -$47.2K -535 -3%
Jane Street
54
Jane Street
New York
$1.13M -$898K -10,185 -44%
GIA
55
GHP Investment Advisors
Colorado
$1.08M +$22.5K +255 +2%
MFG
56
Merit Financial Group
Georgia
$1.02M -$7.4K -84 -0.7%
BSW
57
Buckingham Strategic Wealth
Missouri
$1.02M -$96.4K -1,093 -9%
KCM
58
Kennedy Capital Management
Missouri
$948K +$948K +10,752 New
JWS
59
Juncture Wealth Strategies
Arizona
$947K -$125K -1,417 -12%
UCFA
60
United Capital Financial Advisors
Texas
$853K -$754K -8,549 -47%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$841K -$187K -2,117 -18%
NCM
62
Next Capital Management
New York
$833K – – –
EGA
63
Eagle Global Advisors
Texas
$818K +$2.64K +30 +0.3%
TIM
64
Tortoise Investment Management
New York
$782K -$172K -1,950 -18%
A
65
AdvicePeriod
California
$751K +$28.3K +321 +4%
SWA
66
Stratos Wealth Advisors
Ohio
$707K +$35.9K +407 +5%
BFPW
67
BOK Financial Private Wealth
Colorado
$694K -$2.37M -26,920 -77%
KeyBank National Association
68
KeyBank National Association
Ohio
$683K – – –
HighTower Advisors
69
HighTower Advisors
Illinois
$672K +$114K +1,310 +20%
CAL
70
Capital Analysts LLC
Pennsylvania
$641K +$13.7K +155 +2%
BAAM
71
Baker Avenue Asset Management
California
$638K -$435K -4,937 -41%
AWM
72
AE Wealth Management
Kansas
$637K +$10.7K +121 +2%
MWC
73
MBM Wealth Consultants
Missouri
$629K +$41K +465 +7%
JGIA
74
Jackson Grant Investment Advisers
Connecticut
$610K -$4.41K -50 -0.7%
FFW
75
Fusion Family Wealth
New York
$597K -$101K -1,145 -14%
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