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iShares Micro-Cap ETF
IWC

Overview Fund Activity

136 hedge funds and large institutions have $372M invested in iShares Micro-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+11
Holders Change %
+8.8%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
37
Reduced
49
Closed
7
Calls
$1.14M
Puts
$1.77M
Net Calls
-$630K
Net Calls Change
-$2.53M

Top Buyers

1
QI
1
QS Investors
New York
$39.4M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.55M
3
ACM
3
Avalon Capital Management
California
$2.01M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.14M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.49M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.96M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$4.39M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.2M
4
Wells Fargo
4
Wells Fargo
California
$26.9M
5
Bank of America
5
Bank of America
North Carolina
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$125K +$17.1K +241 +16%
TDC
102
Thompson Davis & Co
Virginia
$119K +$1.76K +25 +2%
GWS
103
Glassman Wealth Services
Virginia
$115K – – –
TIM
104
Tortoise Investment Management
New York
$114K +$38.9K +550 +52%
MA
105
MUFG Americas
New York
$110K -$39K -551 -26%
FHA
106
First Horizon Advisors
Tennessee
$95K -$7.09K -100 -7%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$93K -$175K -2,484 -65%
Bessemer Group
108
Bessemer Group
New Jersey
$78K – – –
IA
109
IFP Advisors
Florida
$67K +$16.6K +234 +33%
AWM
110
Avior Wealth Management
Nebraska
$65K – – –
PWM
111
Perigon Wealth Management
California
$59K +$59K +829 New
SFG
112
SevenBridge Financial Group
Pennsylvania
$58K +$58K +827 New
CAW
113
Cornerstone Advisors (Washington)
Washington
$38K – – –
PSUF
114
People's United Financial
Connecticut
$35K – – –
DSC
115
Duncker Streett & Co
Missouri
$25K +$6.94K +100 +38%
KKAMG
116
Kernodle & Katon Asset Management Group
Arkansas
$23K – – –
CTC
117
Central Trust Company
Missouri
$22K – – –
ST
118
Smithfield Trust
Pennsylvania
$21K – – –
ASN
119
Advisory Services Network
Georgia
$18K – – –
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
CGT
121
Capital Guardian Trust
California
$14K +$14K +200 New
WP
122
WealthPLAN Partners
Nebraska
$13.4K +$13.4K +378 New
AssetMark Inc
123
AssetMark Inc
California
$12K – – –
WA
124
WFG Advisors
Texas
$12K – – –
NFG
125
Next Financial Group
Texas
$9K – – –
2 3 4
5
6