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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $412M invested in iShares Micro-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
4.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
31
Increased
50
Reduced
65
Closed
26
Calls
$206K
Puts
–
Net Calls
+$206K
Net Calls Change
-$177K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$10.7M
2
HHGA
Halbert Hargrove Global Advisors
California
+$6.27M
3
CA
Cumberland Advisors
Florida
+$4.62M
4
WA
WP Advisors
California
+$3.86M
5
EWM
Empirical Wealth Management
Washington
+$3.5M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$7.27M
2
CIM
Cambria Investment Management
California
-$6.43M
3
BAAM
Baker Avenue Asset Management
California
-$6.21M
4
Bank of America
Bank of America
North Carolina
-$5.03M
5
Wells Fargo
Wells Fargo
California
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
76
Madrona Financial Services
Washington
$624K +$1.32K +16 +0.2%
MML Investors Services
77
MML Investors Services
Massachusetts
$603K +$115K +1,400 +24%
CAL
78
Capital Analysts LLC
Pennsylvania
$600K +$42.5K +515 +8%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$599K -$97K -1,177 -14%
Renaissance Technologies
80
Renaissance Technologies
New York
$594K +$429K +5,200 +260%
GLLW
81
Graves Light Lenhart Wealth
Virginia
$594K +$594K +7,202 New
AG
82
Advisor Group
Arizona
$586K -$52.2K -634 -8%
JGIA
83
Jackson Grant Investment Advisers
Connecticut
$586K -$8.66K -105 -1%
AIS
84
American Investment Services
Massachusetts
$558K +$52K +631 +10%
BCM
85
Bridgeway Capital Management
Texas
$538K – – –
MWC
86
MBM Wealth Consultants
Missouri
$511K +$511K +6,200 New
VCP
87
Vista Capital Partners
Oregon
$493K -$6.84K -83 -1%
NAM
88
NTV Asset Management
West Virginia
$479K – – –
Northern Trust
89
Northern Trust
Illinois
$464K +$118K +1,430 +34%
EIP
90
Ellis Investment Partners
Pennsylvania
$461K +$461K +5,595 New
HK
91
Horizon Kinetics
New York
$450K -$15.2K -184 -3%
AC
92
Alexandria Capital
Virginia
$413K +$413K +5,012 New
PGA
93
Portland Global Advisors
Maine
$401K -$86.6K -1,050 -18%
MAS
94
Managed Account Services
Florida
$388K – – –
NL
95
NWAM LLC
Washington
$378K +$51.1K +619 +16%
BAMG
96
Brand Asset Management Group
Missouri
$378K +$121K +1,472 +47%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$373K +$102K +1,238 +38%
BC
98
Brinker Capital
Pennsylvania
$371K +$371K +4,494 New
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$369K -$50.6K -613 -12%
CWS
100
Cypress Wealth Services
California
$338K -$209K -2,535 -38%
2 3
4
5 6