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iShares Micro-Cap ETF
IWC

Overview Fund Activity

144 hedge funds and large institutions have $421M invested in iShares Micro-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
49
Closed
16
Calls
$578K
Puts
$213K
Net Calls
+$365K
Net Calls Change
+$380K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$35.1M
2
OCM
One Capital Management
California
$13.7M
3
DCM
Driehaus Capital Management
Illinois
$522K
4
LAM
Lapides Asset Management
Connecticut
$1.08M
5
JWS
Juncture Wealth Strategies
Arizona
$5.42M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.47M
3
Citadel Advisors
Citadel Advisors
Florida
$1.89M
4
UBS Group
UBS Group
Switzerland
$6.69M
5
Charles Schwab
Charles Schwab
California
$9.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
76
Parametric Portfolio Associates
Washington
$424K +$40.1K +450 +10%
BJ
77
Brouwer & Janachowski
California
$422K – – –
AFP
78
Ausdal Financial Partners
Iowa
$399K +$20.5K +230 +5%
US Bancorp
79
US Bancorp
Minnesota
$388K – – –
CCM
80
Coldstream Capital Management
Washington
$384K – – –
KWM
81
Kingsview Wealth Management
Oregon
$363K -$2.58K -29 -0.7%
Northern Trust
82
Northern Trust
Illinois
$356K – – –
MML Investors Services
83
MML Investors Services
Massachusetts
$356K +$356K +4,005 New
SPWA
84
SteelBridge Private Wealth Advisors
Florida
$336K +$336K +3,780 New
BAC
85
Boys Arnold & Co
North Carolina
$330K +$118K +1,331 +56%
SPC
86
Sigma Planning Corp
Michigan
$300K -$53.8K -606 -15%
EWM
87
Evermay Wealth Management
Virginia
$299K – – –
MFP
88
Mosaic Financial Partners
California
$291K – – –
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$287K +$287K +3,226 New
AG
90
Advisor Group
Arizona
$277K -$10.2K -115 -4%
M&T Bank
91
M&T Bank
New York
$273K – – –
NAM
92
NTV Asset Management
West Virginia
$268K +$8.87K +100 +3%
JC
93
Jentner Corp
Ohio
$264K – – –
Baird Financial Group
94
Baird Financial Group
Wisconsin
$256K – – –
TCM
95
Traynor Capital Management
Pennsylvania
$247K -$15.9K -179 -6%
ADL
96
Asset Dedication LLC
California
$241K -$7.79K -88 -3%
NWM
97
Northwest Wealth Management
Iowa
$237K +$266 +3 +0.1%
RVM
98
Robinson Value Management
Texas
$232K -$18.2K -205 -7%
SFSIG
99
San Francisco Sentry Investment Group
California
$227K – – –
GEA
100
Glen Eagle Advisors
New Jersey
$211K -$80.9K -910 -28%
2 3
4
5 6