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iShares Micro-Cap ETF
IWC

Overview Fund Activity

175 hedge funds and large institutions have $435M invested in iShares Micro-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-8
Holders Change %
-4.37%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
49
Reduced
65
Closed
23
Calls
$280K
Puts
$401K
Net Calls
-$121K
Net Calls Change
-$651K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$11.1M
2
Citadel Advisors
Citadel Advisors
Florida
$13.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.67M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$2.02M
5
Bank of America
Bank of America
North Carolina
$41.5M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$181K
2
MFM
MD Financial Management
Ontario, Canada
$56.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.59M
4
BFPW
BOK Financial Private Wealth
Colorado
$3.24M
5
BIM
Bridges Investment Management
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
101
Private Capital Group
Connecticut
$278K +$9.73K +92 +4%
BJ
102
Brouwer & Janachowski
California
$274K -$8.39K -90 -3%
Northern Trust
103
Northern Trust
Illinois
$272K +$26.7K +286 +11%
OCM
104
Osbon Capital Management
Massachusetts
$269K +$269K +2,891 New
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$267K -$19.6K -210 -7%
Axa
106
Axa
France
$257K +$51.2K +550 +25%
ACI
107
Alpha Cubed Investments
California
$253K +$253K +2,718 New
CL
108
Choreo LLC
Illinois
$242K – – –
GPA
109
Garrison Point Advisors
California
$238K – – –
JC
110
Jentner Corp
Ohio
$235K -$9.32K -100 -4%
EA
111
Elm Advisors
California
$233K – – –
BC
112
Brinker Capital
Pennsylvania
$233K +$233K +2,495 New
KBFS
113
Kohmann Bosshard Financial Services
Ohio
$231K – – –
TFF
114
The Family Firm
Maryland
$230K +$230K +2,472 New
SWP
115
Stratos Wealth Partners
Ohio
$228K -$7.37K -79 -3%
PA
116
Paracle Advisors
Washington
$228K +$228K +2,449 New
LFAS
117
Level Four Advisory Services
Texas
$212K +$212K +2,274 New
OFG
118
Omega Financial Group
California
$210K -$1.67K -18 -0.8%
MAM
119
Marquette Asset Management
Minnesota
$209K +$24.7K +264 +13%
ASN
120
Advisory Services Network
Georgia
$208K -$32K -343 -13%
NWM
121
Northwest Wealth Management
Iowa
$207K -$15.7K -169 -7%
ADL
122
Asset Dedication LLC
California
$199K -$4.04K -43 -2%
JPLA
123
Joseph P. Lucia & Associates
New York
$181K -$9.8M -105,210 -98%
LB
124
Legacy Bridge
Iowa
$179K – – –
GWM
125
Geneos Wealth Management
Colorado
$177K -$931 -10 -0.5%
3 4
5
6 7