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iShares Micro-Cap ETF
IWC

Overview Fund Activity

163 hedge funds and large institutions have $306M invested in iShares Micro-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-24
Holders Change %
-12.83%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
43
Reduced
59
Closed
41
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$887K

Top Buyers

1
HHGA
Halbert Hargrove Global Advisors
California
+$13M
2
MFM
MD Financial Management
Ontario, Canada
+$4.27M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.78M
4
EWM
Empirical Wealth Management
Washington
+$3.45M
5
CG
Cutler Group
California
+$2.78M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.69M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$4.63M
3
FMC
First Merchants Corp
Indiana
-$4.08M
4
RJA
Raymond James & Associates
Florida
-$3.9M
5
PA
Parkside Advisors
California
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
76
Vista Capital Partners
Oregon
$385K – – –
EIP
77
Ellis Investment Partners
Pennsylvania
$374K +$3.44K +55 +0.9%
HW
78
Hancock Whitney
Mississippi
$325K +$52.4K +782 +19%
PGA
79
Portland Global Advisors
Maine
$306K – – –
FAAM
80
First Ascent Asset Management
Colorado
$301K +$5.23K +78 +2%
MWM
81
Modera Wealth Management
New Jersey
$288K +$288K +4,300 New
AC
82
Alexandria Capital
Virginia
$280K -$7.71K -115 -3%
BC
83
Brinker Capital
Pennsylvania
$278K +$278K +4,146 New
MAS
84
Managed Account Services
Florida
$277K +$42.8K +703 +18%
NCM
85
Next Capital Management
New York
$275K -$83.3K -1,242 -23%
NNP
86
Nachman Norwood & Parrott
South Carolina
$275K +$275K +4,097 New
EH
87
Equitable Holdings
New York
$265K +$18.7K +280 +8%
FFW
88
Fusion Family Wealth
New York
$255K -$151K -2,242 -37%
MAM
89
Marquette Asset Management
Minnesota
$252K +$43K +642 +21%
HKAM
90
Horizon Kinetics Asset Management
New York
$251K -$14.1K -210 -5%
Truist Financial
91
Truist Financial
North Carolina
$245K -$134K -2,000 -35%
FHA
92
First Horizon Advisors
Tennessee
$243K – – –
FAIM
93
Financial Advocates Investment Management
Washington
$230K -$219K -3,270 -49%
Northern Trust
94
Northern Trust
Illinois
$223K +$67 +1 +0%
BFO
95
Boston Family Office
Massachusetts
$222K -$27.2K -405 -11%
EWA
96
EP Wealth Advisors
California
$219K -$31.7K -474 -13%
KeyBank National Association
97
KeyBank National Association
Ohio
$219K -$21.7K -323 -9%
A
98
AdvicePeriod
California
$217K -$348K -5,207 -62%
SFG
99
Summit Financial Group
West Virginia
$213K – – –
SIC
100
Salem Investment Counselors
North Carolina
$202K -$87.1K -1,300 -30%
2 3
4
5 6