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iShares Micro-Cap ETF
IWC

Overview Fund Activity

163 hedge funds and large institutions have $306M invested in iShares Micro-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-24
Holders Change %
-12.83%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
43
Reduced
59
Closed
41
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$887K

Top Buyers

1
HHGA
Halbert Hargrove Global Advisors
California
+$13M
2
MFM
MD Financial Management
Ontario, Canada
+$4.27M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.78M
4
EWM
Empirical Wealth Management
Washington
+$3.45M
5
CG
Cutler Group
California
+$2.78M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.69M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$4.63M
3
FMC
First Merchants Corp
Indiana
-$4.08M
4
RJA
Raymond James & Associates
Florida
-$3.9M
5
PA
Parkside Advisors
California
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
101
Joseph P. Lucia & Associates
New York
$199K – – –
PCG
102
Private Capital Group
Connecticut
$170K – – –
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$167K – – –
William Blair & Company
104
William Blair & Company
Illinois
$159K -$53.6K -800 -25%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$140K – – –
PA
106
Parallel Advisors
California
$129K – – –
GWM
107
Geneos Wealth Management
Colorado
$118K -$196 -3 -0.2%
ADL
108
Asset Dedication LLC
California
$113K – – –
ASN
109
Advisory Services Network
Georgia
$103K -$7.44K -111 -7%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$85K -$1.2K -18 -1%
GRP
111
Global Retirement Partners
California
$75K -$3.6K -54 -5%
LSA
112
Lion Street Advisors
Texas
$68K +$68K +1,011 New
AIC
113
Ameritas Investment Company
Nebraska
$62K +$62K +921 New
Simplex Trading
114
Simplex Trading
Illinois
$61K +$32.1K +484 +111%
GWS
115
Glassman Wealth Services
Virginia
$60K – – –
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$46K – – –
CFD
117
Creative Financial Designs
Indiana
$45K -$66.9K -1,004 -60%
HFA
118
HC Financial Advisors
California
$41K +$41K +609 New
MCM
119
Manchester Capital Management
Vermont
$40K – – –
WTC
120
WhitTier Trust Company
Nevada
$36K – – –
AF
121
Allworth Financial
California
$36K +$36K +536 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$35K -$6.32K -95 -15%
PAIM
123
Punch & Associates Investment Management
Minnesota
$33K – – –
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.8K – – –
BAM
125
Bellevue Asset Management
Washington
$26K +$26K +344 New
3 4
5
6 7