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iShares Micro-Cap ETF
IWC

Overview Fund Activity

183 hedge funds and large institutions have $436M invested in iShares Micro-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-5
Holders Change %
-2.66%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
21
Increased
41
Reduced
75
Closed
24
Calls
$743K
Puts
$213K
Net Calls
+$530K
Net Calls Change
+$324K

Top Buyers

1
DY
Dowling & Yahnke
California
+$7.49M
2
AAS
Avantax Advisory Services
Texas
+$4.53M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.22M
4
Bank of America
Bank of America
North Carolina
+$3.75M
5
HA
Harborview Advisors
Maine
+$2.65M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$24.2M
2
CA
Cumberland Advisors
Florida
-$8.88M
3
HHGA
Halbert Hargrove Global Advisors
California
-$6.27M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$3.77M
5
Wells Fargo
Wells Fargo
California
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Evermay Wealth Management
Virginia
$283K – – –
BJ
102
Brouwer & Janachowski
California
$281K -$35.1K -378 -11%
FNBT
103
FineMark National Bank & Trust
Florida
$278K – – –
CCM
104
Coldstream Capital Management
Washington
$255K -$4.65K -50 -2%
Northern Trust
105
Northern Trust
Illinois
$244K -$278K -3,000 -53%
IC
106
Innealta Capital
Texas
$244K +$18.7K +201 +8%
JC
107
Jentner Corp
Ohio
$243K -$9.09K -98 -4%
CL
108
Choreo LLC
Illinois
$241K – – –
ASN
109
Advisory Services Network
Georgia
$239K -$81.4K -877 -25%
GPA
110
Garrison Point Advisors
California
$237K – – –
PCG
111
Private Capital Group
Connecticut
$235K -$8.52K -92 -3%
SWP
112
Stratos Wealth Partners
Ohio
$234K -$742 -8 -0.3%
FMBTD
113
First Midwest Bank Trust Division
Illinois
$232K – – –
ATFA
114
All Terrain Financial Advisors
Minnesota
$232K – – –
EA
115
Elm Advisors
California
$232K +$232K +2,496 New
KBFS
116
Kohmann Bosshard Financial Services
Ohio
$230K – – –
M&T Bank
117
M&T Bank
New York
$224K -$56.2K -607 -20%
NWM
118
Northwest Wealth Management
Iowa
$222K -$12.5K -135 -5%
WCM
119
Weatherstone Capital Management
Colorado
$212K -$13.8K -149 -6%
OFG
120
Omega Financial Group
California
$211K +$211K +2,276 New
Axa
121
Axa
France
$205K -$27.8K -300 -12%
I
122
IberiaBank
Louisiana
$203K +$203K +2,189 New
TSS
123
Two Sigma Securities
New York
$201K -$551K -5,950 -73%
PAG
124
Private Advisor Group
New Jersey
$201K +$201K +2,168 New
ADL
125
Asset Dedication LLC
California
$200K -$21.3K -230 -10%
3 4
5
6 7