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iShares Micro-Cap ETF
IWC

Overview Fund Activity

169 hedge funds and large institutions have $416M invested in iShares Micro-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
49
Reduced
66
Closed
15
Calls
$999K
Puts
$807K
Net Calls
+$192K
Net Calls Change
-$1.21M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$6.48M
2
CA
Cumberland Advisors
Florida
+$3.24M
3
CF
Copperwynd Financial
Arizona
+$2.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.1M
5
Jane Street
Jane Street
New York
+$1.88M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.5M
2
BCM
Barometer Capital Management
Ontario, Canada
-$3.78M
3
Wells Fargo
Wells Fargo
California
-$3.61M
4
MFM
MD Financial Management
Ontario, Canada
-$3.56M
5
Morgan Stanley
Morgan Stanley
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
76
Managed Account Services
Florida
$437K -$14.2K -148 -3%
AFP
77
Ausdal Financial Partners
Iowa
$418K -$5.48K -57 -1%
Northern Trust
78
Northern Trust
Illinois
$391K +$6.91K +72 +2%
NL
79
NWAM LLC
Washington
$376K +$376K +3,915 New
AG
80
Advisor Group
Arizona
$372K +$26.4K +275 +8%
MML Investors Services
81
MML Investors Services
Massachusetts
$355K -$89.6K -933 -20%
FWM
82
Frontier Wealth Management
Missouri
$355K -$47.9K -498 -12%
BB
83
Busey Bank
Illinois
$353K +$353K +3,680 New
BJ
84
Brouwer & Janachowski
California
$352K -$19.4K -202 -5%
KWM
85
Kingsview Wealth Management
Oregon
$345K -$21.1K -220 -6%
EGA
86
Eagle Global Advisors
Texas
$344K -$1.44K -15 -0.4%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$332K – – –
EWM
88
Evermay Wealth Management
Virginia
$323K – – –
OPWM
89
Oak Point Wealth Management
Michigan
$322K +$3.5K +37 +1%
CCM
90
Coldstream Capital Management
Washington
$314K -$75.5K -785 -19%
MFP
91
Mosaic Financial Partners
California
$313K -$1.77M -18,476 -85%
RHJA
92
Rice Hall James & Associates
California
$295K -$325K -3,383 -52%
M&T Bank
93
M&T Bank
New York
$295K – – –
PPA
94
Parametric Portfolio Associates
Washington
$287K -$196K -2,047 -41%
PP
95
Pegasus Partners
Wisconsin
$286K -$104K -1,085 -27%
JC
96
Jentner Corp
Ohio
$285K – – –
AA
97
Ancora Advisors
Ohio
$279K -$267K -2,778 -49%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$262K +$14.1K +147 +6%
ADL
99
Asset Dedication LLC
California
$261K +$23.2K +243 +10%
PCG
100
Private Capital Group
Connecticut
$253K +$8.85K +92 +4%
2 3
4
5 6