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iShares Micro-Cap ETF
IWC

Overview Fund Activity

169 hedge funds and large institutions have $416M invested in iShares Micro-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
49
Reduced
66
Closed
15
Calls
$999K
Puts
$807K
Net Calls
+$192K
Net Calls Change
-$1.21M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$6.48M
2
CA
Cumberland Advisors
Florida
+$3.24M
3
CF
Copperwynd Financial
Arizona
+$2.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.1M
5
Jane Street
Jane Street
New York
+$1.88M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.5M
2
BCM
Barometer Capital Management
Ontario, Canada
-$3.78M
3
Wells Fargo
Wells Fargo
California
-$3.61M
4
MFM
MD Financial Management
Ontario, Canada
-$3.56M
5
Morgan Stanley
Morgan Stanley
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
101
Northwest Wealth Management
Iowa
$252K – – –
CL
102
Choreo LLC
Illinois
$250K – – –
HA
103
Harborview Advisors
Maine
$249K -$9.49K -99 -4%
SFSIG
104
San Francisco Sentry Investment Group
California
$245K – – –
TCM
105
Traynor Capital Management
Pennsylvania
$242K -$4.69K -49 -2%
ATFA
106
All Terrain Financial Advisors
Minnesota
$241K +$39K +405 +19%
SWP
107
Stratos Wealth Partners
Ohio
$236K +$205K +2,126 +652%
KCM
108
Kennedy Capital Management
Missouri
$231K -$117K -1,217 -34%
HW
109
Hancock Whitney
Mississippi
$225K – – –
EA
110
Elm Advisors
California
$222K – – –
BSW
111
Buckingham Strategic Wealth
Missouri
$210K -$29.7K -309 -12%
CT
112
CPF Texas
Texas
$204K +$10K +104 +5%
TDC
113
Thompson Davis & Co
Virginia
$203K +$98.8K +1,028 +95%
GWM
114
Geneos Wealth Management
Colorado
$193K -$15.6K -163 -7%
KBFS
115
Kohmann Bosshard Financial Services
Ohio
$180K – – –
CFD
116
Creative Financial Designs
Indiana
$173K -$9.62K -100 -5%
AIM
117
Acropolis Investment Management
Missouri
$173K -$7.1K -74 -4%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$160K -$26.6K -275 -14%
PWM
119
Perigon Wealth Management
California
$155K – – –
RCAG
120
Rehmann Capital Advisory Group
Michigan
$148K +$148K +1,543 New
DWM
121
Destination Wealth Management
California
$141K +$141K +1,472 New
IA
122
IFP Advisors
Florida
$140K – – –
Citigroup
123
Citigroup
New York
$134K +$193 +2 +0.1%
FHA
124
First Horizon Advisors
Tennessee
$129K – – –
MCM
125
Manchester Capital Management
Vermont
$122K – – –
3 4
5
6 7