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iShares Micro-Cap ETF
IWC

Overview Fund Activity

134 hedge funds and large institutions have $445M invested in iShares Micro-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
49
Reduced
41
Closed
15
Calls
$5.24M
Puts
$5.38M
Net Calls
-$136K
Net Calls Change
-$157K

Top Buyers

1
SAM
Silvercrest Asset Management
New York
$5.56M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$5.87M
3
WA
Waverly Advisors
Alabama
$2.94M
4
PP
Pegasus Partners
Wisconsin
$2.94M
5
DY
Dowling & Yahnke
California
$7.73M

Top Sellers

1
QI
QS Investors
New York
$31.8M
2
Wells Fargo
Wells Fargo
California
$35.1M
3
TFA
Transamerica Financial Advisors
Florida
$0
4
UOC
UBS O'Connor
Illinois
$2.57M
5
Bank of America
Bank of America
North Carolina
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
101
American International Group
New York
$152K -$425K -5,907 -74%
GI
102
Gradient Investments
Minnesota
$146K -$1.19M -16,457 -89%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$145K +$72 +1 +0%
PSI
104
Pinnacle Summer Investments
Virginia
$118K – – –
MA
105
MUFG Americas
New York
$117K +$4.7K +65 +4%
SG Americas Securities
106
SG Americas Securities
New York
$113K +$113K +1,573 New
FHA
107
First Horizon Advisors
Tennessee
$104K – – –
TIM
108
Tortoise Investment Management
New York
$95K -$19.1K -264 -17%
TDC
109
Thompson Davis & Co
Virginia
$94K -$288K -3,987 -75%
AIP
110
Ameritas Investment Partners
Nebraska
$88K – – –
IA
111
IFP Advisors
Florida
$43K +$43K +594 New
UFA
112
US Financial Advisors
Massachusetts
$42K – – –
CAW
113
Cornerstone Advisors (Washington)
Washington
$39K +$3.13K +43 +9%
PSUF
114
People's United Financial
Connecticut
$36K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$34K +$28.3K +395 +494%
CTC
116
Central Trust Company
Missouri
$23K – – –
KKAMG
117
Kernodle & Katon Asset Management Group
Arkansas
$23K +$23K +325 New
ST
118
Smithfield Trust
Pennsylvania
$22K – – –
DSC
119
Duncker Streett & Co
Missouri
$19K +$19K +260 New
ASN
120
Advisory Services Network
Georgia
$18K -$757K -10,512 -98%
Simplex Trading
121
Simplex Trading
Illinois
$15K +$3.14K +46 +26%
PAIM
122
Punch & Associates Investment Management
Minnesota
$14.4K +$14.4K +200 New
WA
123
WFG Advisors
Texas
$12K -$19.5K -272 -62%
NFG
124
Next Financial Group
Texas
$9K – – –
SEI Investments
125
SEI Investments
Pennsylvania
$9K +$9K +125 New
2 3 4
5
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