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iShares Micro-Cap ETF

125 hedge funds and large institutions have $355M invested in iShares Micro-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-9
Holders Change %
-6.72%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
13
Increased
43
Reduced
43
Closed
21
Calls
$5.23M
Puts
$3.34M
Net Calls
+$1.9M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
101
Bessemer Group
New Jersey
$75K +$75K +1,100 New
TIM
102
Tortoise Investment Management
New York
$72K -$16.9K -250 -19%
IA
103
IFP Advisors
Florida
$66K +$10.9K +117 +20%
AWM
104
Avior Wealth Management
Nebraska
$63K +$63K +920 New
CAW
105
Cornerstone Advisors (Washington)
Washington
$37K +$69 +1 +0.2%
FANJ
106
Financial Architects (New Jersey)
New Jersey
$35K +$35K +518 New
PSUF
107
People's United Financial
Connecticut
$34K
KKAMG
108
Kernodle & Katon Asset Management Group
Arkansas
$22K
CTC
109
Central Trust Company
Missouri
$22K
ST
110
Smithfield Trust
Pennsylvania
$20K
DSC
111
Duncker Streett & Co
Missouri
$18K
ASN
112
Advisory Services Network
Georgia
$17K
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +220 New
WA
114
WFG Advisors
Texas
$11K
AssetMark Inc
115
AssetMark Inc
California
$11K +$11K +167 New
OCM
116
One Capital Management
California
$10.8K +$634 +9,329 +6%
NFG
117
Next Financial Group
Texas
$9K
SEI Investments
118
SEI Investments
Pennsylvania
$8K
S
119
SignatureFD
Georgia
$6K
GI
120
Gradient Investments
Minnesota
$5K -$126K -1,946 -96%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K -$467 -7 -9%
GWM
122
Gupta Wealth Management
California
$5K
EWM
123
Evercore Wealth Management
New York
$3K
KF
124
Krilogy Financial
Missouri
$1K +$1K +22 New
UOC
125
UBS O'Connor
Illinois
-$2.57M -35,650 Closed