IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

141 hedge funds and large institutions have $392M invested in iShares Micro-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
51
Reduced
41
Closed
16
Calls
$2.31M
Puts
$1.82M
Net Calls
+$491K
Net Calls Change
+$126K

Top Buyers

1
BCM
Barometer Capital Management
Ontario, Canada
+$4.93M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.05M
3
QI
QS Investors
New York
+$1.4M
4
TH
Timber Hill
Connecticut
+$884K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$624K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$51.3M
2
CPIG
Chicago Partners Investment Group
Illinois
-$5.04M
3
Charles Schwab
Charles Schwab
California
-$4.45M
4
UBS Group
UBS Group
Switzerland
-$1.8M
5
HH
Hilltop Holdings
Texas
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
76
Ausdal Financial Partners
Iowa
$449K +$26K +275 +6%
BJ
77
Brouwer & Janachowski
California
$427K -$21.1K -224 -5%
MML Investors Services
78
MML Investors Services
Massachusetts
$423K +$44.9K +476 +12%
CCM
79
Coldstream Capital Management
Washington
$408K – – –
NAM
80
NTV Asset Management
West Virginia
$408K +$123K +1,300 +43%
PP
81
Pegasus Partners
Wisconsin
$387K -$152K -1,605 -28%
Northern Trust
82
Northern Trust
Illinois
$387K +$9.44K +100 +3%
US Bancorp
83
US Bancorp
Minnesota
$383K -$28.3K -300 -7%
KWM
84
Kingsview Wealth Management
Oregon
$362K -$23.5K -249 -6%
BAAM
85
Baker Avenue Asset Management
California
$357K +$357K +3,780 New
Baird Financial Group
86
Baird Financial Group
Wisconsin
$335K +$62.9K +665 +23%
WAM
87
Wealthspire Advisors (Maryland)
Maryland
$321K +$190K +2,007 +145%
EWM
88
Evermay Wealth Management
Virginia
$318K +$94 +1 +0%
MFP
89
Mosaic Financial Partners
California
$309K – – –
M&T Bank
90
M&T Bank
New York
$290K – – –
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$287K -$17.5K -185 -6%
JC
92
Jentner Corp
Ohio
$280K – – –
AG
93
Advisor Group
Arizona
$278K -$16.1K -171 -5%
ADL
94
Asset Dedication LLC
California
$261K +$2.94K +31 +1%
NWM
95
Northwest Wealth Management
Iowa
$252K – – –
TCM
96
Traynor Capital Management
Pennsylvania
$241K -$19.8K -211 -8%
SFSIG
97
San Francisco Sentry Investment Group
California
$241K – – –
HW
98
Hancock Whitney
Mississippi
$221K – – –
EA
99
Elm Advisors
California
$218K +$2.83K +30 +1%
I
100
IberiaBank
Louisiana
$209K +$209K +2,183 New
2 3
4
5 6