IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $454M invested in iShares Micro-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+17
Holders Change %
+10%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
51
Reduced
62
Closed
13
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$617K

Top Buyers

1
AA
Alesco Advisors
New York
+$13.4M
2
Fidelity International
Fidelity International
Bermuda
+$4.98M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.33M
4
FAAS
First Allied Advisory Services
California
+$2.57M
5
LI
LVZ Inc
Michigan
+$2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.57M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.54M
3
Wells Fargo
Wells Fargo
California
-$1.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.89M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
TGAM
101
TBH Global Asset Management
Tennessee
$403K +$403K +4,053 New
HKAM
102
Horizon Kinetics Asset Management
New York
$393K -$25.6K -257 -6%
MAS
103
Managed Account Services
Florida
$380K – – –
EWA
104
EP Wealth Advisors
California
$373K -$42.4K -426 -10%
BFO
105
Boston Family Office
Massachusetts
$369K -$128K -1,290 -26%
EH
106
Equitable Holdings
New York
$366K +$366K +3,680 New
FHA
107
First Horizon Advisors
Tennessee
$360K – – –
KeyBank National Association
108
KeyBank National Association
Ohio
$357K -$413K -4,156 -54%
GCA
109
Greenwood Capital Associates
South Carolina
$348K +$348K +3,500 New
Northern Trust
110
Northern Trust
Illinois
$330K +$40.1K +403 +14%
FWM
111
Frontier Wealth Management
Missouri
$321K +$298 +3 +0.1%
SFG
112
Summit Financial Group
West Virginia
$316K -$42.3K -425 -12%
William Blair & Company
113
William Blair & Company
Illinois
$316K +$194K +1,950 +159%
MAM
114
Marquette Asset Management
Minnesota
$310K +$82.1K +826 +36%
EWM
115
Evermay Wealth Management
Virginia
$304K +$100 +1 +0%
JPLA
116
Joseph P. Lucia & Associates
New York
$295K +$32.9K +330 +13%
BJ
117
Brouwer & Janachowski
California
$273K -$19.2K -193 -7%
ACI
118
Alpha Cubed Investments
California
$270K – – –
EA
119
Elm Advisors
California
$262K +$5.17K +52 +2%
GPA
120
Garrison Point Advisors
California
$254K – – –
PCG
121
Private Capital Group
Connecticut
$252K – – –
KBFS
122
Kohmann Bosshard Financial Services
Ohio
$247K – – –
JC
123
Jentner Corp
Ohio
$245K -$5.46K -55 -2%
SWP
124
Stratos Wealth Partners
Ohio
$243K – – –
Stifel Financial
125
Stifel Financial
Missouri
$242K +$242K +2,456 New
3 4
5
6 7