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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $454M invested in iShares Micro-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+17
Holders Change %
+10%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
51
Reduced
62
Closed
13
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$617K

Top Buyers

1
AA
Alesco Advisors
New York
+$13.4M
2
Fidelity International
Fidelity International
Bermuda
+$4.98M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.33M
4
FAAS
First Allied Advisory Services
California
+$2.57M
5
LI
LVZ Inc
Michigan
+$2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.57M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.54M
3
Wells Fargo
Wells Fargo
California
-$1.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.89M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$1.74M +$85.1K +855 +5%
TYCC
52
Texas Yale Capital Corp
Florida
$1.73M +$1.99K +20 +0.1%
CIA
53
Capital Investment Advisors
Georgia
$1.66M -$13.6K -137 -0.8%
Goldman Sachs
54
Goldman Sachs
New York
$1.62M – – –
AA
55
Ancora Advisors
Ohio
$1.53M -$94.2K -947 -6%
AIM
56
Acropolis Investment Management
Missouri
$1.48M -$597 -6 -0%
MFT
57
Moisand Fitzgerald Tamayo
Florida
$1.47M -$19.2K -193 -1%
SWP
58
Summit Wealth Partners
Florida
$1.42M +$1.42M +14,239 New
HighTower Advisors
59
HighTower Advisors
Illinois
$1.31M +$544K +5,529 +71%
RHJA
60
Rice Hall James & Associates
California
$1.23M +$838K +8,421 +214%
GIA
61
GHP Investment Advisors
Colorado
$1.18M -$35.6K -358 -3%
LWMM
62
Legacy Wealth Management (Mississippi)
Mississippi
$1.14M +$1.14M +11,500 New
MFG
63
Merit Financial Group
Georgia
$1.14M -$14.7K -148 -1%
JWS
64
Juncture Wealth Strategies
Arizona
$1.11M +$38.3K +385 +4%
BSW
65
Buckingham Strategic Wealth
Missouri
$1.08M -$65.8K -662 -6%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$1.03M +$76.8K +772 +8%
UCFA
67
United Capital Financial Advisors
Texas
$943K -$18.9K -190 -2%
C
68
Certuity
Florida
$939K +$939K +9,438 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$907K -$2.54M -25,577 -74%
A
70
AdvicePeriod
California
$841K -$6.47K -65 -0.8%
TIM
71
Tortoise Investment Management
New York
$833K -$49.8K -500 -6%
EGA
72
Eagle Global Advisors
Texas
$799K -$124K -1,250 -13%
CAL
73
Capital Analysts LLC
Pennsylvania
$729K +$4.88K +49 +0.7%
BAAM
74
Baker Avenue Asset Management
California
$720K – – –
JGIA
75
Jackson Grant Investment Advisers
Connecticut
$676K -$12.7K -128 -2%
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