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iShares Micro-Cap ETF
IWC

Overview Fund Activity

183 hedge funds and large institutions have $436M invested in iShares Micro-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-5
Holders Change %
-2.66%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
21
Increased
41
Reduced
75
Closed
24
Calls
$743K
Puts
$213K
Net Calls
+$530K
Net Calls Change
+$324K

Top Buyers

1
DY
Dowling & Yahnke
California
+$7.49M
2
AAS
Avantax Advisory Services
Texas
+$4.53M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.22M
4
Bank of America
Bank of America
North Carolina
+$3.75M
5
HA
Harborview Advisors
Maine
+$2.65M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$24.2M
2
CA
Cumberland Advisors
Florida
-$8.88M
3
HHGA
Halbert Hargrove Global Advisors
California
-$6.27M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$3.77M
5
Wells Fargo
Wells Fargo
California
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
76
Graves Light Lenhart Wealth
Virginia
$668K – – –
CAL
77
Capital Analysts LLC
Pennsylvania
$660K -$13.9K -150 -2%
AG
78
Advisor Group
Arizona
$654K -$5.47K -59 -0.8%
MFS
79
Madrona Financial Services
Washington
$641K -$60.7K -654 -9%
AIS
80
American Investment Services
Massachusetts
$611K -$16.8K -181 -3%
BCM
81
Bridgeway Capital Management
Texas
$605K – – –
MWC
82
MBM Wealth Consultants
Missouri
$599K +$23.5K +253 +4%
VCP
83
Vista Capital Partners
Oregon
$554K – – –
NAM
84
NTV Asset Management
West Virginia
$539K – – –
EIP
85
Ellis Investment Partners
Pennsylvania
$500K -$22.1K -237 -4%
HighTower Advisors
86
HighTower Advisors
Illinois
$499K -$2.19M -24,007 -81%
HKAM
87
Horizon Kinetics Asset Management
New York
$456K +$456K +4,912 New
PGA
88
Portland Global Advisors
Maine
$451K – – –
NL
89
NWAM LLC
Washington
$444K +$19.2K +207 +5%
BAMG
90
Brand Asset Management Group
Missouri
$426K – – –
AC
91
Alexandria Capital
Virginia
$415K -$49.9K -538 -11%
MAS
92
Managed Account Services
Florida
$401K -$3.11K -33 -0.8%
CWS
93
Cypress Wealth Services
California
$378K -$2.13K -23 -0.6%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$360K +$360K +3,878 New
KCM
95
Kennedy Capital Management
Missouri
$346K -$1.12M -12,064 -76%
Verition Fund Management
96
Verition Fund Management
Connecticut
$345K +$345K +3,716 New
RHJA
97
Rice Hall James & Associates
California
$342K -$772K -8,316 -69%
KWM
98
Kingsview Wealth Management
Oregon
$337K -$2.32K -25 -0.7%
FHA
99
First Horizon Advisors
Tennessee
$336K – – –
FWM
100
Frontier Wealth Management
Missouri
$299K +$185 +2 +0.1%
2 3
4
5 6