IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

124 hedge funds and large institutions have $478M invested in iShares Micro-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-11
Holders Change %
-8.15%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
44
Reduced
43
Closed
17
Calls
$22.1M
Puts
$31.8M
Net Calls
-$9.72M
Net Calls Change
-$11.8M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$10.7M
2
Wells Fargo
Wells Fargo
California
$41.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.02M
4
CSIA
Charles Schwab Investment Advisory
California
$41M
5
TDC
Thompson Davis & Co
Virginia
$1.81M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$34.1M
2
BTS
BB&T Securities
Virginia
$13.6M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.24M
4
TC
Telemus Capital
Michigan
$0
5
Bank of America
Bank of America
North Carolina
$42.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
101
Capital Analysts LLC
Pennsylvania
$90.4K – – –
BA
102
BlackRock Advisors
Delaware
$82K +$57.1K +822 +230%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$81K +$8.94K +129 +12%
NFG
104
Next Financial Group
Texas
$65K +$65K +936 New
MA
105
MUFG Americas
New York
$63K +$59.7K +862 +1,796%
RFC
106
Russell Frank Company
Washington
$41K – – –
NC
107
NewSquare Capital
Pennsylvania
$39K +$690 +10 +2%
FANJ
108
Financial Architects (New Jersey)
New Jersey
$36K +$1.25K +18 +4%
PSUF
109
People's United Financial
Connecticut
$35K – – –
WA
110
Waverly Advisors
Alabama
$35K +$15.3K +217 +78%
CAW
111
Cornerstone Advisors (Washington)
Washington
$34K +$139 +2 +0.4%
BRWM
112
B. Riley Wealth Management
Tennessee
$32K -$95.3K -1,385 -75%
WA
113
WFG Advisors
Texas
$31K +$211 +3 +0.7%
ST
114
Smithfield Trust
Pennsylvania
$21K -$22.8K -325 -52%
MFS
115
MSI Financial Services
Massachusetts
$18K -$5.29K -75 -23%
CCS
116
Crosspoint Capital Strategies
California
$12K – – –
Barclays
117
Barclays
United Kingdom
$10K +$3.83K +54 +62%
S
118
SignatureFD
Georgia
$4K – – –
HR
119
Howe & Rusling
New York
$3K – – –
HI
120
Hudock Inc
Pennsylvania
$3K +$3K +45 New
NES
121
New England Securities
New York
$2K – – –
AllianceBernstein
122
AllianceBernstein
Tennessee
$1K – – –
OIA
123
Optimum Investment Advisors
Illinois
$1K – – –
TC
124
Telemus Capital
Michigan
– -$4.87M -63,910 Closed
FMA
125
Fiduciary Management Associates
Illinois
– -$2.11M -27,660 Closed
2 3 4
5
6