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iShares Micro-Cap ETF
IWC

Overview Fund Activity

170 hedge funds and large institutions have $384M invested in iShares Micro-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
43
Reduced
54
Closed
21
Calls
$538K
Puts
–
Net Calls
+$538K
Net Calls Change
+$659K

Top Buyers

1
FMC
First Merchants Corp
Indiana
+$8.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.47M
3
AFG
Arkansas Financial Group
Arkansas
+$1.84M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.65M
5
AAS
Avantax Advisory Services
Texas
+$1.36M

Top Sellers

1
AA
Alesco Advisors
New York
-$11.8M
2
Bank of America
Bank of America
North Carolina
-$6.37M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.9M
4
BFPW
BOK Financial Private Wealth
Colorado
-$2.37M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$596K -$2.74K -31 -0.5%
AG
77
Advisor Group
Arizona
$584K -$132K -1,495 -18%
BCM
78
Bridgeway Capital Management
Texas
$575K – – –
NAM
79
NTV Asset Management
West Virginia
$530K +$8.82K +100 +2%
EIP
80
Ellis Investment Partners
Pennsylvania
$517K +$91.2K +1,059 +21%
MML Investors Services
81
MML Investors Services
Massachusetts
$514K -$82.5K -936 -14%
VCP
82
Vista Capital Partners
Oregon
$507K -$20.5K -233 -4%
NL
83
NWAM LLC
Washington
$485K +$33.1K +375 +7%
SIC
84
Salem Investment Counselors
North Carolina
$462K – – –
AIS
85
American Investment Services
Massachusetts
$449K -$26.1K -296 -5%
BFO
86
Boston Family Office
Massachusetts
$441K -$258K -2,925 -37%
BAMG
87
Brand Asset Management Group
Missouri
$405K – – –
PGA
88
Portland Global Advisors
Maine
$402K – – –
SB
89
Suntrust Banks
Georgia
$385K +$385K +4,712 New
AC
90
Alexandria Capital
Virginia
$378K -$17K -193 -4%
SS
91
Simplicity Solutions
Minnesota
$373K +$373K +4,230 New
HKAM
92
Horizon Kinetics Asset Management
New York
$371K -$45.9K -520 -11%
EWA
93
EP Wealth Advisors
California
$368K +$368K +4,171 New
RHJA
94
Rice Hall James & Associates
California
$348K +$22.7K +257 +7%
TFF
95
The Family Firm
Maryland
$347K +$129K +1,470 +59%
MAS
96
Managed Account Services
Florida
$334K -$25.6K -295 -7%
Axa
97
Axa
France
$324K +$81K +920 +33%
FHA
98
First Horizon Advisors
Tennessee
$319K – – –
SFG
99
Summit Financial Group
West Virginia
$317K -$26.4K -300 -8%
FWM
100
Frontier Wealth Management
Missouri
$284K – – –
2 3
4
5 6