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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $495M invested in iShares Micro-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+18
Holders Change %
+10.65%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
29
Increased
55
Reduced
61
Closed
9
Calls
$1.88M
Puts
$2.33M
Net Calls
-$454K
Net Calls Change
-$646K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$14.2M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$8.87M
3
PSUF
People's United Financial
Connecticut
+$7.87M
4
Morgan Stanley
Morgan Stanley
New York
+$5.41M
5
TA
Teachers Advisors
New York
+$2.56M

Top Sellers

1
RC
RegentAtlantic Capital
New Jersey
-$13M
2
BFPW
BOK Financial Private Wealth
Colorado
-$2.13M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.45M
4
EA
Efficient Advisors
Ohio
-$1.22M
5
SAM
Silvercrest Asset Management
New York
-$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$528K -$26.3K -250 -5%
JG
77
Jefferies Group
New York
$528K +$528K +5,000 New
NAM
78
NTV Asset Management
West Virginia
$508K +$9.51K +90 +2%
A
79
AdvicePeriod
California
$500K +$5.28K +50 +1%
Renaissance Technologies
80
Renaissance Technologies
New York
$496K +$496K +4,700 New
MML Investors Services
81
MML Investors Services
Massachusetts
$493K +$102K +968 +26%
EGA
82
Eagle Global Advisors
Texas
$484K +$106K +1,000 +28%
FIA
83
Foundations Investment Advisors
Arizona
$463K +$463K +4,379 New
AFP
84
Ausdal Financial Partners
Iowa
$459K – – –
MAS
85
Managed Account Services
Florida
$458K -$22.5K -213 -5%
CI
86
CX Institutional
Indiana
$425K +$425K +4,021 New
NL
87
NWAM LLC
Washington
$423K +$9.71K +92 +2%
Northern Trust
88
Northern Trust
Illinois
$422K -$7.6K -72 -2%
BB
89
Busey Bank
Illinois
$389K – – –
AG
90
Advisor Group
Arizona
$385K -$23.3K -221 -6%
FHA
91
First Horizon Advisors
Tennessee
$384K +$243K +2,300 +172%
SS
92
Simplicity Solutions
Minnesota
$381K -$124K -1,170 -25%
FWM
93
Frontier Wealth Management
Missouri
$378K -$12.3K -116 -3%
AWM
94
AE Wealth Management
Kansas
$375K -$132K -1,253 -26%
BAMG
95
Brand Asset Management Group
Missouri
$370K +$370K +3,505 New
EWM
96
Evermay Wealth Management
Virginia
$356K – – –
KWM
97
Kingsview Wealth Management
Oregon
$350K -$29.9K -283 -8%
MFP
98
Mosaic Financial Partners
California
$345K – – –
BJ
99
Brouwer & Janachowski
California
$325K -$61.8K -585 -16%
M&T Bank
100
M&T Bank
New York
$320K -$4.76K -45 -1%
2 3
4
5 6