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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $412M invested in iShares Micro-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
4.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
31
Increased
50
Reduced
65
Closed
26
Calls
$206K
Puts
–
Net Calls
+$206K
Net Calls Change
-$177K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$10.7M
2
HHGA
Halbert Hargrove Global Advisors
California
+$6.27M
3
CA
Cumberland Advisors
Florida
+$4.62M
4
WA
WP Advisors
California
+$3.86M
5
EWM
Empirical Wealth Management
Washington
+$3.5M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$7.27M
2
CIM
Cambria Investment Management
California
-$6.43M
3
BAAM
Baker Avenue Asset Management
California
-$6.21M
4
Bank of America
Bank of America
North Carolina
-$5.03M
5
Wells Fargo
Wells Fargo
California
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$318K +$65.8K +785 +26%
KWM
102
Kingsview Wealth Management
Oregon
$301K +$25.3K +307 +9%
FHA
103
First Horizon Advisors
Tennessee
$298K – – –
BSW
104
Buckingham Strategic Wealth
Missouri
$288K +$108K +1,307 +60%
ASN
105
Advisory Services Network
Georgia
$285K -$868K -10,514 -75%
BJ
106
Brouwer & Janachowski
California
$281K – – –
PO
107
Private Ocean
California
$270K +$270K +3,267 New
FWM
108
Frontier Wealth Management
Missouri
$266K -$29.2K -354 -10%
PAIM
109
Punch & Associates Investment Management
Minnesota
$256K +$256K +3,101 New
EWM
110
Evermay Wealth Management
Virginia
$252K – – –
M&T Bank
111
M&T Bank
New York
$250K – – –
FNBT
112
FineMark National Bank & Trust
Florida
$247K – – –
CCM
113
Coldstream Capital Management
Washington
$230K -$5.51K -67 -2%
JC
114
Jentner Corp
Ohio
$224K – – –
PCG
115
Private Capital Group
Connecticut
$217K – – –
CL
116
Choreo LLC
Illinois
$214K – – –
GPA
117
Garrison Point Advisors
California
$210K +$210K +2,550 New
SWP
118
Stratos Wealth Partners
Ohio
$209K -$9.41K -114 -4%
NWM
119
Northwest Wealth Management
Iowa
$208K -$4.44K -54 -2%
LFAS
120
Level Four Advisory Services
Texas
$208K +$4.12K +50 +2%
ATFA
121
All Terrain Financial Advisors
Minnesota
$207K – – –
Axa
122
Axa
France
$207K +$207K +2,510 New
FMBTD
123
First Midwest Bank Trust Division
Illinois
$206K +$206K +2,503 New
KBFS
124
Kohmann Bosshard Financial Services
Ohio
$205K -$2.56K -31 -1%
WCM
125
Weatherstone Capital Management
Colorado
$201K -$19.4K -235 -9%
3 4
5
6 7