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iShares Micro-Cap ETF
IWC

Overview Fund Activity

134 hedge funds and large institutions have $445M invested in iShares Micro-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
49
Reduced
41
Closed
15
Calls
$5.24M
Puts
$5.38M
Net Calls
-$136K
Net Calls Change
-$157K

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$5.56M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.87M
3
WA
3
Waverly Advisors
Alabama
$2.94M
4
PP
4
Pegasus Partners
Wisconsin
$2.94M
5
DY
5
Dowling & Yahnke
California
$7.73M

Top Sellers

1
QI
1
QS Investors
New York
$31.8M
2
Wells Fargo
2
Wells Fargo
California
$35.1M
3
TFA
3
Transamerica Financial Advisors
Florida
$0
4
UOC
4
UBS O'Connor
Illinois
$2.57M
5
Bank of America
5
Bank of America
North Carolina
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
76
Driehaus Capital Management
Illinois
$450K – – –
US Bancorp
77
US Bancorp
Minnesota
$426K +$61.7K +855 +17%
Truist Financial
78
Truist Financial
North Carolina
$424K – – –
CAL
79
Capital Analysts LLC
Pennsylvania
$408K +$58.8K +815 +17%
CA
80
Cetera Advisors
Colorado
$388K -$44.6K -619 -10%
KCM
81
Kennedy Capital Management
Missouri
$370K +$14.9K +207 +4%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$351K +$577 +8 +0.2%
MFS
83
Madrona Financial Services
Washington
$321K +$9.37K +130 +3%
Northern Trust
84
Northern Trust
Illinois
$317K +$45K +625 +17%
M&T Bank
85
M&T Bank
New York
$308K – – –
EWM
86
Evermay Wealth Management
Virginia
$291K -$4.25K -59 -1%
ADL
87
Asset Dedication LLC
California
$288K +$288K +3,998 New
BA
88
BlackRock Advisors
Delaware
$272K -$557K -7,709 -67%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$254K – – –
BF
90
BOK Financial
Oklahoma
$246K -$72.2K -1,000 -23%
WRM
91
Westport Resources Management
Connecticut
$245K – – –
WAM
92
Wealthspire Advisors (Maryland)
Maryland
$241K +$241K +3,345 New
MFP
93
Mosaic Financial Partners
California
$236K -$650 -9 -0.3%
AFP
94
Ausdal Financial Partners
Iowa
$234K +$234K +3,245 New
AAM
95
Autus Asset Management
Arizona
$224K +$224K +3,109 New
RHJA
96
Rice Hall James & Associates
California
$207K +$207K +2,875 New
CPIG
97
Chicago Partners Investment Group
Illinois
$201K -$529K -7,339 -72%
AL
98
Aspiriant LLC
California
$201K -$70.5K -977 -26%
Axa
99
Axa
France
$178K – – –
AIM
100
Acropolis Investment Management
Missouri
$167K +$167K +2,316 New
2 3
4
5 6