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iShares Micro-Cap ETF
IWC

Overview Fund Activity

170 hedge funds and large institutions have $384M invested in iShares Micro-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
43
Reduced
54
Closed
21
Calls
$538K
Puts
–
Net Calls
+$538K
Net Calls Change
+$659K

Top Buyers

1
FMC
First Merchants Corp
Indiana
+$8.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.47M
3
AFG
Arkansas Financial Group
Arkansas
+$1.84M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.65M
5
AAS
Avantax Advisory Services
Texas
+$1.36M

Top Sellers

1
AA
Alesco Advisors
New York
-$11.8M
2
Bank of America
Bank of America
North Carolina
-$6.37M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.9M
4
BFPW
BOK Financial Private Wealth
Colorado
-$2.37M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
101
Hancock Whitney
Mississippi
$272K +$272K +3,083 New
EWM
102
Evermay Wealth Management
Virginia
$269K – – –
BJ
103
Brouwer & Janachowski
California
$259K – – –
Northern Trust
104
Northern Trust
Illinois
$257K – – –
ACI
105
Alpha Cubed Investments
California
$240K – – –
JPLA
106
Joseph P. Lucia & Associates
New York
$232K +$60.8K +690 +36%
CL
107
Choreo LLC
Illinois
$229K – – –
EA
108
Elm Advisors
California
$228K +$7.94K +90 +4%
GPA
109
Garrison Point Advisors
California
$225K – – –
PCG
110
Private Capital Group
Connecticut
$224K -$8.12K -92 -3%
PA
111
Paracle Advisors
Washington
$224K +$8.87K +101 +4%
JC
112
Jentner Corp
Ohio
$222K – – –
KBFS
113
Kohmann Bosshard Financial Services
Ohio
$219K – – –
SWP
114
Stratos Wealth Partners
Ohio
$215K – – –
ASN
115
Advisory Services Network
Georgia
$208K – – –
MAM
116
Marquette Asset Management
Minnesota
$202K +$4.85K +55 +2%
OFG
117
Omega Financial Group
California
$200K +$706 +8 +0.4%
PA
118
Parallel Advisors
California
$170K +$170K +1,925 New
LB
119
Legacy Bridge
Iowa
$169K – – –
GWM
120
Geneos Wealth Management
Colorado
$160K -$7.77K -88 -5%
ADL
121
Asset Dedication LLC
California
$151K -$37.1K -418 -20%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$140K – – –
CFD
123
Creative Financial Designs
Indiana
$140K +$1.72K +20 +1%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$129K -$12.3K -139 -9%
GRP
125
Global Retirement Partners
California
$108K +$440 +5 +0.4%
3 4
5
6 7