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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $495M invested in iShares Micro-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+18
Holders Change %
+10.65%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
29
Increased
55
Reduced
61
Closed
9
Calls
$1.88M
Puts
$2.33M
Net Calls
-$454K
Net Calls Change
-$646K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$14.2M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$8.87M
3
PSUF
People's United Financial
Connecticut
+$7.87M
4
Morgan Stanley
Morgan Stanley
New York
+$5.41M
5
TA
Teachers Advisors
New York
+$2.56M

Top Sellers

1
RC
RegentAtlantic Capital
New Jersey
-$13M
2
BFPW
BOK Financial Private Wealth
Colorado
-$2.13M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.45M
4
EA
Efficient Advisors
Ohio
-$1.22M
5
SAM
Silvercrest Asset Management
New York
-$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
101
FineMark National Bank & Trust
Florida
$317K -$335K -3,175 -51%
RHJA
102
Rice Hall James & Associates
California
$313K -$11.2K -106 -3%
PPA
103
Parametric Portfolio Associates
Washington
$308K -$8.03K -76 -3%
AA
104
Ancora Advisors
Ohio
$307K – – –
PP
105
Pegasus Partners
Wisconsin
$305K -$8.97K -85 -3%
CCM
106
Coldstream Capital Management
Washington
$302K -$42.5K -403 -12%
JC
107
Jentner Corp
Ohio
$299K -$14K -133 -4%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$286K -$79.2K -750 -22%
SWP
109
Stratos Wealth Partners
Ohio
$279K +$20.4K +193 +8%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$278K -$9.91K -94 -3%
PCG
111
Private Capital Group
Connecticut
$277K – – –
CL
112
Choreo LLC
Illinois
$274K – – –
NWM
113
Northwest Wealth Management
Iowa
$273K -$4.34K -41 -2%
ATFA
114
All Terrain Financial Advisors
Minnesota
$265K – – –
PAG
115
Private Advisor Group
New Jersey
$264K +$264K +2,474 New
Calamos Advisors
116
Calamos Advisors
Illinois
$253K +$253K +2,400 New
TCM
117
Traynor Capital Management
Pennsylvania
$247K -$22.8K -214 -8%
HW
118
Hancock Whitney
Mississippi
$247K -$211 -2 -0.1%
EA
119
Elm Advisors
California
$246K +$1.59K +15 +0.6%
TDC
120
Thompson Davis & Co
Virginia
$246K +$22.7K +215 +10%
ADL
121
Asset Dedication LLC
California
$235K -$52.4K -498 -18%
BSW
122
Buckingham Strategic Wealth
Missouri
$231K – – –
FAIM
123
Financial Advocates Investment Management
Washington
$211K +$211K +1,973 New
RCAG
124
Rehmann Capital Advisory Group
Michigan
$209K +$45.6K +432 +28%
HA
125
Harborview Advisors
Maine
$208K -$66.2K -627 -24%
3 4
5
6 7