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iShares Micro-Cap ETF

136 hedge funds and large institutions have $397M invested in iShares Micro-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
Holders Change %
0%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
10
Increased
49
Reduced
49
Closed
7
Calls
$476K
Puts
$2.19M
Net Calls
-$1.72M
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
101
Integrated Wealth Management
California
$110K +$110K +1,412 New
WAM
102
Wealthspire Advisors (Maryland)
Maryland
$108K -$52.9K -677 -33%
FHA
103
First Horizon Advisors
Tennessee
$105K
IA
104
IFP Advisors
Florida
$103K +$29.2K +374 +40%
GWS
105
Glassman Wealth Services
Virginia
$91K -$36.3K -465 -29%
TDC
106
Thompson Davis & Co
Virginia
$70K -$62K -793 -47%
PWM
107
Perigon Wealth Management
California
$65K
SFG
108
SevenBridge Financial Group
Pennsylvania
$63K
NFG
109
Next Financial Group
Texas
$44K +$33.5K +429 +318%
PSUF
110
People's United Financial
Connecticut
$39K
CAW
111
Cornerstone Advisors (Washington)
Washington
$28K -$13.9K -178 -33%
DSC
112
Duncker Streett & Co
Missouri
$28K
ST
113
Smithfield Trust
Pennsylvania
$23K
KKAMG
114
Kernodle & Katon Asset Management Group
Arkansas
$22K -$3.27K -42 -13%
ASN
115
Advisory Services Network
Georgia
$20K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$17K
WP
117
WealthPLAN Partners
Nebraska
$14.7K -$14.7K -189 -50%
DADC
118
D.A. Davidson & Co
Montana
$14K +$14K +185 New
AssetMark Inc
119
AssetMark Inc
California
$13K +$77 +1 +0.6%
WA
120
WFG Advisors
Texas
$13K +$77 +1 +0.6%
Simplex Trading
121
Simplex Trading
Illinois
$7K +$7K +100 New
S
122
SignatureFD
Georgia
$6K
JFA
123
JNBA Financial Advisors
Minnesota
$6K +$6K +82 New
WTC
124
WhitTier Trust Company
Nevada
$5K
CWM
125
Concert Wealth Management
California
$5K +$5K +60 New