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iShares Micro-Cap ETF
IWC

Overview Fund Activity

128 hedge funds and large institutions have $438M invested in iShares Micro-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-7
Holders Change %
-5.19%
% of All Funds
3.58%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
16
Increased
57
Reduced
35
Closed
21
Calls
$1.48M
Puts
$1.46M
Net Calls
+$21K
Net Calls Change
-$150K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$26.6M
2
Bank of America
2
Bank of America
North Carolina
$49.9M
3
UOC
3
UBS O'Connor
Illinois
$5.49M
4
TFA
4
Transamerica Financial Advisors
Florida
$3.33M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.22M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$911K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.35M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$785K
5
SAMC
5
Spectrum Asset Management (California)
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
76
GHP Investment Advisors
Colorado
$449K +$18.8K +270 +4%
VCP
77
Vista Capital Partners
Oregon
$438K – – –
DCM
78
Driehaus Capital Management
Illinois
$436K +$436K +6,248 New
CA
79
Cetera Advisors
Colorado
$419K +$50.5K +725 +14%
Truist Financial
80
Truist Financial
North Carolina
$410K – – –
TDC
81
Thompson Davis & Co
Virginia
$369K -$1.07M -15,316 -74%
US Bancorp
82
US Bancorp
Minnesota
$352K – – –
KCM
83
Kennedy Capital Management
Missouri
$343K +$48.6K +697 +16%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$339K +$3.63K +52 +1%
CAL
85
Capital Analysts LLC
Pennsylvania
$338K +$45.3K +650 +16%
BF
86
BOK Financial
Oklahoma
$307K +$68.8K +987 +29%
PP
87
Pegasus Partners
Wisconsin
$305K +$66.3K +950 +28%
MFS
88
Madrona Financial Services
Washington
$302K +$44.5K +637 +17%
M&T Bank
89
M&T Bank
New York
$299K -$247K -3,530 -45%
RBC
90
Ronald Blue & Co
Georgia
$298K – – –
JA
91
JOYN Advisors
Georgia
$297K +$297K +4,252 New
MWP
92
MYCIO Wealth Partners
Pennsylvania
$292K +$292K +4,190 New
EWM
93
Evermay Wealth Management
Virginia
$286K +$70 +1 +0%
ACM
94
Aviance Capital Management
Florida
$285K +$285K +4,089 New
Northern Trust
95
Northern Trust
Illinois
$263K -$64.4K -925 -20%
AL
96
Aspiriant LLC
California
$262K -$11.2K -161 -4%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$246K +$173K +2,472 +235%
WRM
98
Westport Resources Management
Connecticut
$237K – – –
MFP
99
Mosaic Financial Partners
California
$229K – – –
CCS
100
Crosspoint Capital Strategies
California
$215K +$215K +3,082 New
2 3
4
5 6