IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $454M invested in iShares Micro-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+17
Holders Change %
+10%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
51
Reduced
62
Closed
13
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$617K

Top Buyers

1
AA
Alesco Advisors
New York
+$13.4M
2
Fidelity International
Fidelity International
Bermuda
+$4.98M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.33M
4
FAAS
First Allied Advisory Services
California
+$2.57M
5
LI
LVZ Inc
Michigan
+$2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.57M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.54M
3
Wells Fargo
Wells Fargo
California
-$1.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.89M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$667K +$667K +6,702 New
BCM
77
Bridgeway Capital Management
Texas
$649K – – –
CA
78
Cetera Advisors
Colorado
$636K -$26.1K -266 -4%
NAM
79
NTV Asset Management
West Virginia
$623K +$24.9K +250 +4%
FFW
80
Fusion Family Wealth
New York
$601K -$73K -734 -11%
EIP
81
Ellis Investment Partners
Pennsylvania
$587K -$7.83K -79 -1%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$575K +$575K +5,780 New
VCP
83
Vista Capital Partners
Oregon
$572K – – –
Truist Financial
84
Truist Financial
North Carolina
$562K +$562K +5,650 New
AG
85
Advisor Group
Arizona
$557K -$102K -1,031 -16%
NL
86
NWAM LLC
Washington
$551K +$4.28K +43 +0.8%
NCM
87
Next Capital Management
New York
$532K -$409K -4,112 -43%
Jane Street
88
Jane Street
New York
$515K -$757K -7,612 -60%
AWM
89
AE Wealth Management
Kansas
$512K -$206K -2,073 -29%
TFF
90
The Family Firm
Maryland
$508K +$116K +1,160 +29%
AIS
91
American Investment Services
Massachusetts
$506K -$1.29K -13 -0.3%
MA
92
Mutual Advisors
Nebraska
$497K +$497K +4,999 New
BFPW
93
BOK Financial Private Wealth
Colorado
$477K -$307K -3,085 -39%
BAMG
94
Brand Asset Management Group
Missouri
$457K – – –
PGA
95
Portland Global Advisors
Maine
$454K – – –
FAAM
96
First Ascent Asset Management
Colorado
$439K +$439K +4,409 New
SS
97
Simplicity Solutions
Minnesota
$436K +$14.7K +148 +3%
SIC
98
Salem Investment Counselors
North Carolina
$429K -$92K -925 -18%
AC
99
Alexandria Capital
Virginia
$427K +$796 +8 +0.2%
HW
100
Hancock Whitney
Mississippi
$405K +$98.1K +986 +32%
2 3
4
5 6