iShares Micro-Cap ETF
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.
0.39% less ownership
Funds ownership: 49.35% → 48.96% (-0.39%)
3% less funds holding
Funds holding: 175 → 170 (-5)
12% less capital invested
Capital invested by funds: $435M → $384M (-$50.3M)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
20% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 54
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMC
First Merchants Corp
Muncie,
Indiana
|
+$8.35M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.52M |
| 3 |
AFG
Arkansas Financial Group
Little Rock,
Arkansas
|
+$1.87M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.69M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Alesco Advisors
Pittsford,
New York
|
-$11.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.49M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.99M |
| 4 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$2.42M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.1M |
IWC Hedge Fund Activity: Q3 2019 in Review
170 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q3 2019, worth a combined $384M — down 12% from $435M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IWC and 18 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 43 added.
The largest buyer was First Merchants Corp, opening a new position worth an estimated $8.35M. The largest seller was Alesco Advisors, exiting entirely with an estimated $11.8M sold.
- 170 institutional investors held iShares Micro-Cap ETF (IWC) as of Q3 2019, down from 175 in Q2 2019.
- Funds reported $384M of iShares Micro-Cap ETF stock for Q3 2019, down 12% quarter-over-quarter.
- 18 funds opened new iShares Micro-Cap ETF positions in Q3 2019 and 21 closed out, a net change of -3 holders.
- The largest iShares Micro-Cap ETF buyer in Q3 2019 was First Merchants Corp, an estimated $8.35M added.
- The largest iShares Micro-Cap ETF seller in Q3 2019 was Alesco Advisors, an estimated $11.8M sold.
Based on aggregated 13F filings for Q3 2019.