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iShares Micro-Cap ETF
IWC

Overview Fund Activity

136 hedge funds and large institutions have $462M invested in iShares Micro-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+19
Holders Change %
+16.24%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
27
Increased
49
Reduced
38
Closed
7
Calls
$917K
Puts
–
Net Calls
+$917K
Net Calls Change
+$711K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
Citigroup
2
Citigroup
New York
$23.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.8M
4
JG
4
Jefferies Group
New York
$11.9M
5
Wells Fargo
5
Wells Fargo
California
$35M

Top Sellers

1
QI
1
QS Investors
New York
$18.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.18M
3
MAA
3
Managed Account Advisors
New Jersey
$9.44M
4
Jane Street
4
Jane Street
New York
$485K
5
FIMS
5
FBL Investment Management Services
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
101
First Citizens Bancorporation
South Carolina
$227K – – –
PI
102
Placemark Investments
Illinois
$226K +$3.9K +52 +2%
MDCM
103
Morgan Dempsey Capital Management
Wisconsin
$223K +$223K +2,970 New
RCM
104
RNC Capital Management
California
$207K +$207K +2,750 New
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$202K -$20.3K -270 -9%
ASN
106
Advisory Services Network
Georgia
$169K +$169K +2,248 New
SFSIG
107
San Francisco Sentry Investment Group
California
$158K +$7.52K +100 +5%
PSI
108
Pinnacle Summer Investments
Virginia
$132K +$122K +1,629 +1,263%
GC
109
Guggenheim Capital
Illinois
$128K +$44.4K +590 +53%
WTC
110
WhitTier Trust Company
Nevada
$113K – – –
FHA
111
First Horizon Advisors
Tennessee
$112K – – –
TIM
112
Tortoise Investment Management
New York
$90K +$3.75K +50 +4%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$78K +$48.8K +650 +167%
RC
114
Riversville Capital
Connecticut
$62K – – –
RFC
115
Russell Frank Company
Washington
$53K -$40.2K -533 -43%
CAL
116
Capital Analysts LLC
Pennsylvania
$45.1K +$45.1K +600 New
NES
117
New England Securities
New York
$39K +$37.1K +496 +1,984%
JIR
118
James Investment Research
Ohio
$38K -$19K -250 -33%
PSUF
119
People's United Financial
Connecticut
$38K – – –
MFS
120
MSI Financial Services
Massachusetts
$27K – – –
TRCT
121
Tower Research Capital (TRC)
New York
$27K +$27K +363 New
HCM
122
Horrell Capital Management
Arkansas
$24K – – –
SHWM
123
Smith & Howard Wealth Management
Georgia
$22K – – –
Ameriprise
124
Ameriprise
Minnesota
$18K -$7.41K -100 -29%
QCMC
125
Quantum Capital Management (California)
California
$17K – – –
2 3 4
5
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