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iShares Micro-Cap ETF
IWC

Overview Fund Activity

124 hedge funds and large institutions have $478M invested in iShares Micro-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-11
Holders Change %
-8.15%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
44
Reduced
43
Closed
17
Calls
$22.1M
Puts
$31.8M
Net Calls
-$9.72M
Net Calls Change
-$11.8M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$10.7M
2
Wells Fargo
Wells Fargo
California
$41.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.02M
4
CSIA
Charles Schwab Investment Advisory
California
$41M
5
TDC
Thompson Davis & Co
Virginia
$1.81M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$34.1M
2
BTS
BB&T Securities
Virginia
$13.6M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.24M
4
TC
Telemus Capital
Michigan
$0
5
Bank of America
Bank of America
North Carolina
$42.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
76
American Investment Services
Massachusetts
$410K – – –
US Bancorp
77
US Bancorp
Minnesota
$352K – – –
LI
78
LVZ Inc
Michigan
$338K +$111K +1,594 +49%
RBC
79
Ronald Blue & Co
Georgia
$307K +$26.9K +388 +10%
WRM
80
Westport Resources Management
Connecticut
$278K -$3.48K -50 -1%
Truist Financial
81
Truist Financial
North Carolina
$266K +$266K +3,820 New
FAAS
82
First Allied Advisory Services
California
$246K -$628K -9,080 -72%
NEPWA
83
New England Private Wealth Advisors
Massachusetts
$240K – – –
State Street
84
State Street
Massachusetts
$234K – – –
MFP
85
Mosaic Financial Partners
California
$228K – – –
CNBT
86
Canandaigua National Bank & Trust
New York
$218K -$348 -5 -0.2%
FCB
87
First Citizens Bancorporation
South Carolina
$210K – – –
CIA
88
CCM Investment Advisers
South Carolina
$210K – – –
B
89
Baird
Wisconsin
$201K -$1.04M -14,983 -84%
PO
90
Private Ocean
California
$196K +$626 +9 +0.3%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$186K -$139 -2 -0.1%
PAG
92
Private Advisor Group
New Jersey
$167K +$167K +2,398 New
SFSIG
93
San Francisco Sentry Investment Group
California
$146K – – –
Citadel Advisors
94
Citadel Advisors
Florida
$130K -$101K -1,453 -44%
TIM
95
Tortoise Investment Management
New York
$130K +$38.1K +548 +41%
Axa
96
Axa
France
$122K – – –
PSI
97
Pinnacle Summer Investments
Virginia
$114K – – –
WTC
98
WhitTier Trust Company
Nevada
$104K – – –
FHA
99
First Horizon Advisors
Tennessee
$100K – – –
Deutsche Bank
100
Deutsche Bank
Germany
$97K -$146K -2,100 -60%
2 3
4
5 6