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iShares Micro-Cap ETF
IWC

Overview Fund Activity

175 hedge funds and large institutions have $435M invested in iShares Micro-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-8
Holders Change %
-4.37%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
49
Reduced
65
Closed
23
Calls
$280K
Puts
$401K
Net Calls
-$121K
Net Calls Change
-$651K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$6.53M
2
Citadel Advisors
Citadel Advisors
Florida
+$5.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.95M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$2.02M
5
Bank of America
Bank of America
North Carolina
+$1.43M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$9.8M
2
MFM
MD Financial Management
Ontario, Canada
-$9.13M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.7M
4
BFPW
BOK Financial Private Wealth
Colorado
-$1.89M
5
BIM
Bridges Investment Management
Nebraska
-$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$631K -$85K -912 -12%
MWC
77
MBM Wealth Consultants
Missouri
$621K +$19.8K +212 +3%
BCM
78
Bridgeway Capital Management
Texas
$608K – – –
HighTower Advisors
79
HighTower Advisors
Illinois
$594K +$90.6K +983 +18%
Stifel Financial
80
Stifel Financial
Missouri
$592K +$592K +6,361 New
VCP
81
Vista Capital Partners
Oregon
$558K – – –
NAM
82
NTV Asset Management
West Virginia
$551K +$9.32K +100 +2%
AIS
83
American Investment Services
Massachusetts
$503K -$111K -1,190 -18%
SIC
84
Salem Investment Counselors
North Carolina
$488K +$488K +5,240 New
NL
85
NWAM LLC
Washington
$478K +$31.4K +337 +7%
EIP
86
Ellis Investment Partners
Pennsylvania
$463K -$38.7K -413 -8%
HKAM
87
Horizon Kinetics Asset Management
New York
$440K -$17.4K -187 -4%
BAMG
88
Brand Asset Management Group
Missouri
$428K +$93 +1 +0%
PGA
89
Portland Global Advisors
Maine
$425K -$28K -300 -6%
AC
90
Alexandria Capital
Virginia
$417K +$466 +5 +0.1%
CWS
91
Cypress Wealth Services
California
$406K +$26.8K +288 +7%
RCAG
92
Rehmann Capital Advisory Group
Michigan
$402K +$40.5K +435 +11%
TW
93
Transform Wealth
Colorado
$394K +$394K +4,229 New
MAS
94
Managed Account Services
Florida
$388K -$10K -107 -3%
SFG
95
Summit Financial Group
West Virginia
$363K +$363K +3,900 New
RHJA
96
Rice Hall James & Associates
California
$343K – – –
FHA
97
First Horizon Advisors
Tennessee
$337K – – –
FWM
98
Frontier Wealth Management
Missouri
$301K +$93 +1 +0%
EWM
99
Evermay Wealth Management
Virginia
$284K +$93 +1 +0%
FNBT
100
FineMark National Bank & Trust
Florida
$280K – – –
2 3
4
5 6