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iShares Micro-Cap ETF
IWC

Overview Fund Activity

163 hedge funds and large institutions have $306M invested in iShares Micro-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-24
Holders Change %
-12.83%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
43
Reduced
59
Closed
41
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$887K

Top Buyers

1
HHGA
Halbert Hargrove Global Advisors
California
+$13M
2
MFM
MD Financial Management
Ontario, Canada
+$4.27M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.78M
4
EWM
Empirical Wealth Management
Washington
+$3.45M
5
CG
Cutler Group
California
+$2.78M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.69M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$4.63M
3
FMC
First Merchants Corp
Indiana
-$4.08M
4
RJA
Raymond James & Associates
Florida
-$3.9M
5
PA
Parkside Advisors
California
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$1.14M -$30.7K -458 -3%
SWP
52
Summit Wealth Partners
Florida
$1.1M +$147K +2,191 +15%
GIA
53
GHP Investment Advisors
Colorado
$1.02M +$220K +3,284 +28%
MFT
54
Moisand Fitzgerald Tamayo
Florida
$943K -$45.5K -679 -5%
Goldman Sachs
55
Goldman Sachs
New York
$907K -$187K -2,792 -17%
MFG
56
Merit Financial Group
Georgia
$831K +$63.1K +942 +8%
JWS
57
Juncture Wealth Strategies
Arizona
$763K +$17.4K +260 +2%
CIA
58
Capital Investment Advisors
Georgia
$696K -$426K -6,349 -38%
C
59
Certuity
Florida
$629K -$3.75K -56 -0.6%
UCFA
60
United Capital Financial Advisors
Texas
$619K -$16.2K -242 -3%
DAS
61
Dynamic Advisor Solutions
Arizona
$597K +$597K +8,909 New
EGA
62
Eagle Global Advisors
Texas
$569K +$30.8K +460 +6%
BAMG
63
Brand Asset Management Group
Missouri
$564K +$256K +3,821 +83%
AA
64
Ancora Advisors
Ohio
$497K -$531K -7,918 -52%
CAL
65
Capital Analysts LLC
Pennsylvania
$472K -$19.5K -291 -4%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$470K -$221K -3,299 -32%
JGIA
67
Jackson Grant Investment Advisers
Connecticut
$462K +$6.5K +97 +1%
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$456K -$4.63M -69,080 -91%
KCM
69
Kennedy Capital Management
Missouri
$453K +$453K +6,758 New
CA
70
Cetera Advisors
Colorado
$441K +$7.43K +111 +2%
BCM
71
Bridgeway Capital Management
Texas
$437K – – –
TFF
72
The Family Firm
Maryland
$421K +$78.9K +1,177 +23%
NAM
73
NTV Asset Management
West Virginia
$414K -$6.04K -90 -1%
TIM
74
Tortoise Investment Management
New York
$397K -$164K -2,450 -29%
BSW
75
Buckingham Strategic Wealth
Missouri
$391K -$337K -5,029 -46%
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