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iShares Micro-Cap ETF
IWC

Overview Fund Activity

185 hedge funds and large institutions have $533M invested in iShares Micro-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-2
Holders Change %
-1.07%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
20
Increased
74
Reduced
49
Closed
21
Calls
$1.21M
Puts
$829K
Net Calls
+$383K
Net Calls Change
+$837K

Top Buyers

1
RC
RegentAtlantic Capital
New Jersey
+$14M
2
Bank of America
Bank of America
North Carolina
+$5.74M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.89M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.33M
5
SG Americas Securities
SG Americas Securities
New York
+$3.26M

Top Sellers

1
PSUF
People's United Financial
Connecticut
-$7.87M
2
CF
Copperwynd Financial
Arizona
-$3.07M
3
TA
Teachers Advisors
New York
-$2.56M
4
Wells Fargo
Wells Fargo
California
-$1.93M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMG
101
Brand Asset Management Group
Missouri
$331K -$41.1K -387 -11%
EWM
102
Evermay Wealth Management
Virginia
$324K -$33.3K -314 -9%
M&T Bank
103
M&T Bank
New York
$322K – – –
FNBT
104
FineMark National Bank & Trust
Florida
$319K – – –
GWM
105
Geneos Wealth Management
Colorado
$319K +$125K +1,178 +64%
PP
106
Pegasus Partners
Wisconsin
$307K – – –
CCM
107
Coldstream Capital Management
Washington
$304K – – –
JC
108
Jentner Corp
Ohio
$289K -$12.3K -116 -4%
FAIM
109
Financial Advocates Investment Management
Washington
$285K +$75.3K +708 +36%
WCM
110
Weatherstone Capital Management
Colorado
$284K +$284K +2,671 New
SWP
111
Stratos Wealth Partners
Ohio
$281K – – –
PCG
112
Private Capital Group
Connecticut
$280K – – –
CL
113
Choreo LLC
Illinois
$277K – – –
NWM
114
Northwest Wealth Management
Iowa
$274K – – –
KBFS
115
Kohmann Bosshard Financial Services
Ohio
$267K +$67.9K +640 +34%
ATFA
116
All Terrain Financial Advisors
Minnesota
$266K – – –
LFAS
117
Level Four Advisory Services
Texas
$263K +$263K +2,477 New
EA
118
Elm Advisors
California
$256K +$8.51K +80 +3%
HW
119
Hancock Whitney
Mississippi
$248K -$106 -1 -0%
PPA
120
Parametric Portfolio Associates
Washington
$246K -$64.3K -604 -21%
TDC
121
Thompson Davis & Co
Virginia
$243K -$4.57K -43 -2%
IA
122
IFP Advisors
Florida
$234K +$31.9K +300 +16%
I
123
IberiaBank
Louisiana
$233K +$24.3K +228 +12%
BSW
124
Buckingham Strategic Wealth
Missouri
$232K – – –
ADL
125
Asset Dedication LLC
California
$229K -$5.35K -51 -2%
3 4
5
6 7