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iShares Micro-Cap ETF
IWC

Overview Fund Activity

144 hedge funds and large institutions have $421M invested in iShares Micro-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
49
Closed
16
Calls
$578K
Puts
$213K
Net Calls
+$365K
Net Calls Change
+$380K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$35.1M
2
OCM
One Capital Management
California
$13.7M
3
DCM
Driehaus Capital Management
Illinois
$522K
4
LAM
Lapides Asset Management
Connecticut
$1.08M
5
JWS
Juncture Wealth Strategies
Arizona
$5.42M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.47M
3
Citadel Advisors
Citadel Advisors
Florida
$1.89M
4
UBS Group
UBS Group
Switzerland
$6.69M
5
Charles Schwab
Charles Schwab
California
$9.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
101
Hancock Whitney
Mississippi
$208K – – –
GWM
102
Geneos Wealth Management
Colorado
$205K – – –
EA
103
Elm Advisors
California
$203K +$203K +2,278 New
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$170K -$24K -270 -12%
CFD
105
Creative Financial Designs
Indiana
$158K -$22.2K -250 -12%
Citigroup
106
Citigroup
New York
$156K -$8.78K -99 -5%
IA
107
IFP Advisors
Florida
$147K +$3.01K +34 +2%
MA
108
MUFG Americas
New York
$138K -$7.1K -80 -5%
TDC
109
Thompson Davis & Co
Virginia
$134K +$40.1K +450 +43%
GRP
110
Global Retirement Partners
California
$125K +$16.8K +189 +15%
WAM
111
Wealthspire Advisors (Maryland)
Maryland
$123K – – –
FHA
112
First Horizon Advisors
Tennessee
$119K – – –
CFA
113
Camarda Financial Advisors
Florida
$117K -$81.6K -920 -41%
AIM
114
Acropolis Investment Management
Missouri
$114K +$886 +10 +0.8%
MCM
115
Manchester Capital Management
Vermont
$113K -$815K -9,140 -88%
GWS
116
Glassman Wealth Services
Virginia
$104K – – –
OC
117
Oakworth Capital
Alabama
$101K +$101K +1,141 New
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$99K +$7.25K +82 +8%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$92K – – –
PWM
120
Perigon Wealth Management
California
$77K – – –
SF
121
Synovus Financial
Georgia
$67K +$67K +760 New
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$52K +$11.1K +125 +27%
SFG
123
SevenBridge Financial Group
Pennsylvania
$46K – – –
PSUF
124
People's United Financial
Connecticut
$44K – – –
ASN
125
Advisory Services Network
Georgia
$41K -$3.78K -42 -8%
3 4
5
6 7