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iShares Micro-Cap ETF
IWC

Overview Fund Activity

149 hedge funds and large institutions have $567M invested in iShares Micro-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+25
Holders Change %
+20.16%
% of All Funds
3.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
39
Increased
45
Reduced
42
Closed
13
Calls
$27.1M
Puts
$16.3M
Net Calls
+$10.8M
Net Calls Change
+$20.5M

Top Buyers

1
QI
QS Investors
New York
$45.2M
2
RIG
RiverFront Investment Group
Virginia
$45.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.8M
4
GI
Glovista Investments
New Jersey
$6.78M
5
BTS
BB&T Securities
Virginia
$21.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Wells Fargo
Wells Fargo
California
$42.7M
4
FAAM
First Allied Asset Management
California
$0
5
TH
Timber Hill
Connecticut
$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHJA
76
Rice Hall James & Associates
California
$565K +$565K +7,341 New
CCM
77
Coldstream Capital Management
Washington
$556K -$1.15K -15 -0.2%
TCM
78
Twele Capital Management
Minnesota
$549K – – –
VCP
79
Vista Capital Partners
Oregon
$483K – – –
CA
80
Cetera Advisors
Colorado
$474K -$225K -2,934 -32%
CFA
81
CT Financial Advisors
Pennsylvania
$469K +$469K +6,098 New
GIA
82
GHP Investment Advisors
Colorado
$459K +$3.69K +48 +0.8%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$456K -$16.3K -212 -3%
F
84
FolioMetrix
Nebraska
$440K +$440K +5,970 New
OC
85
Oppenheimer & Co
New York
$437K +$437K +5,683 New
RP
86
Reinhart Partners
Wisconsin
$434K +$434K +5,636 New
FSA
87
Financial Sense Advisors
California
$400K +$400K +5,200 New
US Bancorp
88
US Bancorp
Minnesota
$399K +$8.47K +110 +2%
SS
89
Simplicity Solutions
Minnesota
$389K +$389K +5,050 New
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$382K -$992K -12,882 -72%
ASN
91
Advisory Services Network
Georgia
$374K +$374K +5,022 New
LI
92
LVZ Inc
Michigan
$349K -$24.4K -318 -7%
MBT
93
Montecito Bank & Trust
California
$345K -$186K -2,424 -35%
KCM
94
Kennedy Capital Management
Missouri
$342K +$342K +4,442 New
RBC
95
Ronald Blue & Co
Georgia
$340K – – –
AL
96
Aspiriant LLC
California
$323K -$428K -5,562 -57%
RJT
97
Raymond James Trust
Florida
$313K +$313K +4,058 New
MFS
98
Madrona Financial Services
Washington
$313K +$313K +4,067 New
WRM
99
Westport Resources Management
Connecticut
$308K – – –
JA
100
JOYN Advisors
Georgia
$277K +$277K +3,595 New
2 3
4
5 6