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iShares Micro-Cap ETF
IWC

Overview Fund Activity

149 hedge funds and large institutions have $567M invested in iShares Micro-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+25
Holders Change %
+20.16%
% of All Funds
3.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
39
Increased
45
Reduced
42
Closed
13
Calls
$27.1M
Puts
$16.3M
Net Calls
+$10.8M
Net Calls Change
+$20.5M

Top Buyers

1
QI
QS Investors
New York
$45.2M
2
RIG
RiverFront Investment Group
Virginia
$45.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.8M
4
GI
Glovista Investments
New Jersey
$6.78M
5
BTS
BB&T Securities
Virginia
$21.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Wells Fargo
Wells Fargo
California
$42.7M
4
FAAM
First Allied Asset Management
California
$0
5
TH
Timber Hill
Connecticut
$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
101
First Allied Advisory Services
California
$275K +$2.15K +28 +0.8%
FWM
102
Frontier Wealth Management
Missouri
$269K +$269K +3,500 New
1GA
103
1st Global Advisors
Texas
$260K +$260K +3,383 New
MFP
104
Mosaic Financial Partners
California
$252K – – –
Truist Financial
105
Truist Financial
North Carolina
$251K -$43.1K -560 -15%
CNBT
106
Canandaigua National Bank & Trust
New York
$239K -$2.31K -30 -1%
FCB
107
First Citizens Bancorporation
South Carolina
$233K – – –
CAL
108
Capital Analysts LLC
Pennsylvania
$228K +$128K +1,664 +128%
B
109
Baird
Wisconsin
$223K +$846 +11 +0.4%
PO
110
Private Ocean
California
$217K +$231 +3 +0.1%
RCM
111
RNC Capital Management
California
$217K +$217K +2,825 New
HIM
112
Hutchens Investment Management
New Hampshire
$192K +$192K +2,500 New
MFS
113
McNamara Financial Services
Massachusetts
$192K +$192K +2,500 New
Axa
114
Axa
France
$188K +$53.2K +690 +39%
EAMA
115
EFG Asset Management (Americas)
Florida
$152K +$152K +1,978 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$147K -$59K -767 -29%
TIM
117
Tortoise Investment Management
New York
$136K -$7.68K -100 -5%
BA
118
BlackRock Advisors
Delaware
$133K +$42.2K +548 +46%
AIP
119
Ameritas Investment Partners
Nebraska
$124K +$124K +1,619 New
PSI
120
Pinnacle Summer Investments
Virginia
$121K – – –
FHA
121
First Horizon Advisors
Tennessee
$111K – – –
S
122
SignatureFD
Georgia
$82K +$78.1K +1,019 +1,998%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$80K -$9.92K -129 -11%
NPC
124
National Planning Corporation
California
$51.4K +$51.4K +682 New
MA
125
MUFG Americas
New York
$46K -$23.3K -306 -34%
3 4
5
6 7