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iShares Micro-Cap ETF
IWC

Overview Fund Activity

135 hedge funds and large institutions have $570M invested in iShares Micro-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
17
Increased
44
Reduced
43
Closed
11
Calls
$5.2M
Puts
$3.15M
Net Calls
+$2.05M
Net Calls Change
+$3.3M

Top Buyers

1
QI
QS Investors
New York
$30.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$7.46M
3
BTS
BB&T Securities
Virginia
$27.6M
4
TH
Timber Hill
Connecticut
$3.44M
5
FAAM
First Allied Asset Management
California
$3.36M

Top Sellers

1
Citigroup
Citigroup
New York
$8.11M
2
Morgan Stanley
Morgan Stanley
New York
$14.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.6M
4
LPL Financial
LPL Financial
California
$3.55M
5
FIG
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RHJA
101
Rice Hall James & Associates
California
$211K +$211K +2,777 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$203K – – –
JA
103
JOYN Advisors
Georgia
$199K -$16.2K -214 -8%
SFSIG
104
San Francisco Sentry Investment Group
California
$160K – – –
BRWM
105
B. Riley Wealth Management
Tennessee
$140K -$4.16K -55 -3%
Axa
106
Axa
France
$133K -$298K -3,920 -69%
PSI
107
Pinnacle Summer Investments
Virginia
$118K – – –
AIM
108
Acropolis Investment Management
Missouri
$114K -$387K -5,090 -77%
WTC
109
WhitTier Trust Company
Nevada
$114K – – –
FHA
110
First Horizon Advisors
Tennessee
$110K -$3.82K -50 -3%
TIM
111
Tortoise Investment Management
New York
$101K +$13.3K +174 +15%
CAL
112
Capital Analysts LLC
Pennsylvania
$99K +$30.4K +400 +44%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$79K – – –
ST
114
Smithfield Trust
Pennsylvania
$48K +$23K +300 +92%
RFC
115
Russell Frank Company
Washington
$42K – – –
NC
116
NewSquare Capital
Pennsylvania
$42K +$22.1K +292 +111%
PSUF
117
People's United Financial
Connecticut
$38K – – –
FANJ
118
Financial Architects (New Jersey)
New Jersey
$38K +$38K +500 New
CAW
119
Cornerstone Advisors (Washington)
Washington
$37K – – –
WA
120
WFG Advisors
Texas
$33K +$20.4K +270 +162%
BA
121
BlackRock Advisors
Delaware
$27K +$27K +358 New
MFS
122
MSI Financial Services
Massachusetts
$25K -$15.2K -200 -38%
WA
123
Waverly Advisors
Alabama
$21K +$21K +280 New
CCS
124
Crosspoint Capital Strategies
California
$12K – – –
TDC
125
Thompson Davis & Co
Virginia
$8K – – –
2 3 4
5
6