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iShares Micro-Cap ETF
IWC

Overview Fund Activity

130 hedge funds and large institutions have $593M invested in iShares Micro-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
3.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
15
Increased
51
Reduced
40
Closed
21
Calls
$711K
Puts
$1.96M
Net Calls
-$1.25M
Net Calls Change
-$2.17M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$71M
2
BTS
BB&T Securities
Virginia
$23.6M
3
Bank of America
Bank of America
North Carolina
$53.3M
4
U
UBS
Switzerland
$20.8M
5
Goldman Sachs
Goldman Sachs
New York
$33.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.9M
2
JG
Jefferies Group
New York
$0
3
TCM
Twele Capital Management
Minnesota
$652K
4
TC
Telemus Capital
Michigan
$7.15M
5
MCM
Munder Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$219K -$570K -7,369 -72%
JA
102
JOYN Advisors
Georgia
$219K -$222K -2,872 -50%
PO
103
Private Ocean
California
$217K -$37.4K -484 -15%
RCM
104
RNC Capital Management
California
$213K – – –
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$207K -$618 -8 -0.3%
SFSIG
106
San Francisco Sentry Investment Group
California
$162K – – –
BRWM
107
B. Riley Wealth Management
Tennessee
$147K +$147K +1,905 New
PSI
108
Pinnacle Summer Investments
Virginia
$119K -$8.33K -115 -7%
NES
109
New England Securities
New York
$117K +$76.9K +998 +192%
WTC
110
WhitTier Trust Company
Nevada
$116K – – –
FHA
111
First Horizon Advisors
Tennessee
$115K – – –
Ameriprise
112
Ameriprise
Minnesota
$107K +$88.2K +1,143 +470%
TIM
113
Tortoise Investment Management
New York
$89K -$3.87K -50 -4%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$80K – – –
CAL
115
Capital Analysts LLC
Pennsylvania
$69.6K +$23.2K +300 +50%
RC
116
Riversville Capital
Connecticut
$64K – – –
RFC
117
Russell Frank Company
Washington
$43K -$8.6K -117 -17%
MFS
118
MSI Financial Services
Massachusetts
$41K +$13.5K +175 +49%
PSUF
119
People's United Financial
Connecticut
$39K – – –
CAW
120
Cornerstone Advisors (Washington)
Washington
$38K +$38K +487 New
HCM
121
Horrell Capital Management
Arkansas
$25K – – –
ST
122
Smithfield Trust
Pennsylvania
$25K +$9.62K +125 +63%
NC
123
NewSquare Capital
Pennsylvania
$20K +$13.9K +183 +229%
TRCT
124
Tower Research Capital (TRC)
New York
$13K -$14.3K -190 -52%
WA
125
WFG Advisors
Texas
$13K -$311 -4 -2%
2 3 4
5
6