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iShares Micro-Cap ETF
IWC

Overview Fund Activity

135 hedge funds and large institutions have $570M invested in iShares Micro-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
17
Increased
44
Reduced
43
Closed
11
Calls
$5.2M
Puts
$3.15M
Net Calls
+$2.05M
Net Calls Change
+$3.3M

Top Buyers

1
QI
QS Investors
New York
$30.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$7.46M
3
BTS
BB&T Securities
Virginia
$27.6M
4
TH
Timber Hill
Connecticut
$3.44M
5
FAAM
First Allied Asset Management
California
$3.36M

Top Sellers

1
Citigroup
Citigroup
New York
$8.11M
2
Morgan Stanley
Morgan Stanley
New York
$14.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.6M
4
LPL Financial
LPL Financial
California
$3.55M
5
FIG
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
76
Vista Capital Partners
Oregon
$478K – – –
KIA
77
KCM Investment Advisors
California
$474K +$474K +6,225 New
AIS
78
American Investment Services
Massachusetts
$449K – – –
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$426K +$14.5K +190 +4%
CFA
80
Camarda Financial Advisors
Florida
$388K +$77.1K +1,011 +25%
GIA
81
GHP Investment Advisors
Colorado
$387K +$381 +5 +0.1%
US Bancorp
82
US Bancorp
Minnesota
$386K -$2.51K -33 -0.6%
WRM
83
Westport Resources Management
Connecticut
$308K – – –
RBC
84
Ronald Blue & Co
Georgia
$307K +$42.9K +564 +16%
UBWV
85
United Bank (West Virginia)
West Virginia
$293K -$60.4K -792 -17%
RJT
86
Raymond James Trust
Florida
$290K -$1.45K -19 -0.5%
Deutsche Bank
87
Deutsche Bank
Germany
$266K -$122K -1,600 -31%
NEPWA
88
New England Private Wealth Advisors
Massachusetts
$263K – – –
State Street
89
State Street
Massachusetts
$257K – – –
Citadel Advisors
90
Citadel Advisors
Florida
$253K +$26.3K +346 +12%
MFP
91
Mosaic Financial Partners
California
$249K – – –
LI
92
LVZ Inc
Michigan
$248K +$248K +3,264 New
CNBT
93
Canandaigua National Bank & Trust
New York
$239K – – –
FCB
94
First Citizens Bancorporation
South Carolina
$230K – – –
CIA
95
CCM Investment Advisers
South Carolina
$230K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$215K – – –
RCM
97
RNC Capital Management
California
$215K +$5.71K +75 +3%
PO
98
Private Ocean
California
$214K +$229 +3 +0.1%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$213K +$213K +2,800 New
SCA
100
Stillwater Capital Advisors
Pennsylvania
$212K -$178K -2,335 -46%
2 3
4
5 6