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iShares Micro-Cap ETF
IWC

Overview Fund Activity

185 hedge funds and large institutions have $533M invested in iShares Micro-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-2
Holders Change %
-1.07%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
20
Increased
74
Reduced
49
Closed
21
Calls
$1.21M
Puts
$829K
Net Calls
+$383K
Net Calls Change
+$837K

Top Buyers

1
RC
RegentAtlantic Capital
New Jersey
+$14M
2
Bank of America
Bank of America
North Carolina
+$5.74M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.89M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.33M
5
SG Americas Securities
SG Americas Securities
New York
+$3.26M

Top Sellers

1
PSUF
People's United Financial
Connecticut
-$7.87M
2
CF
Copperwynd Financial
Arizona
-$3.07M
3
TA
Teachers Advisors
New York
-$2.56M
4
Wells Fargo
Wells Fargo
California
-$1.93M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
76
Chicago Partners Investment Group
Illinois
$765K +$9.78K +106 +1%
CAL
77
Capital Analysts LLC
Pennsylvania
$719K -$2.66K -25 -0.4%
CWS
78
Cypress Wealth Services
California
$705K +$53.9K +507 +8%
BCM
79
Bridgeway Capital Management
Texas
$694K – – –
AIS
80
American Investment Services
Massachusetts
$652K -$5.32K -50 -0.8%
VCP
81
Vista Capital Partners
Oregon
$645K – – –
MML Investors Services
82
MML Investors Services
Massachusetts
$629K +$133K +1,251 +27%
PGA
83
Portland Global Advisors
Maine
$628K -$6.38K -60 -1%
NAM
84
NTV Asset Management
West Virginia
$618K +$106K +1,000 +21%
HK
85
Horizon Kinetics
New York
$599K -$8.71K -82 -1%
CT
86
CPF Texas
Texas
$597K +$445K +4,191 +293%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$540K +$252K +2,376 +88%
A
88
AdvicePeriod
California
$529K +$25.6K +241 +5%
EGA
89
Eagle Global Advisors
Texas
$487K – – –
AFP
90
Ausdal Financial Partners
Iowa
$464K +$2.02K +19 +0.4%
Northern Trust
91
Northern Trust
Illinois
$446K +$21.2K +200 +5%
NL
92
NWAM LLC
Washington
$421K -$4.89K -46 -1%
MAS
93
Managed Account Services
Florida
$419K -$4.79K -49 -1%
TSS
94
Two Sigma Securities
New York
$388K +$388K +3,647 New
FHA
95
First Horizon Advisors
Tennessee
$385K -$2.13K -20 -0.5%
RHJA
96
Rice Hall James & Associates
California
$383K +$67.8K +638 +22%
FWM
97
Frontier Wealth Management
Missouri
$380K +$106 +1 +0%
BJ
98
Brouwer & Janachowski
California
$362K +$35.2K +331 +11%
KWM
99
Kingsview Wealth Management
Oregon
$356K +$4.04K +38 +1%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$343K +$68.2K +654 +25%
2 3
4
5 6