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iShares Micro-Cap ETF
IWC

Overview Fund Activity

130 hedge funds and large institutions have $593M invested in iShares Micro-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
3.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
15
Increased
51
Reduced
40
Closed
21
Calls
$711K
Puts
$1.96M
Net Calls
-$1.25M
Net Calls Change
-$2.17M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$71M
2
BTS
BB&T Securities
Virginia
$23.6M
3
Bank of America
Bank of America
North Carolina
$53.3M
4
U
UBS
Switzerland
$20.8M
5
Goldman Sachs
Goldman Sachs
New York
$33.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.9M
2
JG
Jefferies Group
New York
$0
3
TCM
Twele Capital Management
Minnesota
$652K
4
TC
Telemus Capital
Michigan
$7.15M
5
MCM
Munder Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCS
126
Crosspoint Capital Strategies
California
$13K – – –
TDC
127
Thompson Davis & Co
Virginia
$8K -$560K -7,000 -99%
Barclays
128
Barclays
United Kingdom
$7K -$354K -4,398 -98%
OIA
129
Optimum Investment Advisors
Illinois
$1K – – –
JG
130
Jefferies Group
New York
– -$11.9M -158,341 Closed
MCM
131
Munder Capital Management
Michigan
– -$3.98M -53,000 Closed
CCM
132
Condor Capital Management
New Jersey
– -$1.47M -19,537 Closed
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
– -$1.18M -15,631 Closed
PFS
134
Prospera Financial Services
Texas
– -$744K -9,898 Closed
BGIM
135
Brandywine Global Investment Management
Pennsylvania
– -$633K -8,420 Closed
OC
136
Oppenheimer & Co
New York
– -$438K -5,828 Closed
Boston Partners
137
Boston Partners
Massachusetts
– -$376K -5,000 Closed
AI
138
Ariel Investments
Illinois
– -$300K -4,000 Closed
AWA
139
AmeriServ Wealth Advisors
Pennsylvania
– -$270K -3,600 Closed
MDCM
140
Morgan Dempsey Capital Management
Wisconsin
– -$223K -2,970 Closed
ASN
141
Advisory Services Network
Georgia
– -$169K -2,248 Closed
GC
142
Guggenheim Capital
Illinois
– -$128K -1,700 Closed
JIR
143
James Investment Research
Ohio
– -$38K -500 Closed
SHWM
144
Smith & Howard Wealth Management
Georgia
– -$22K -297 Closed
QCMC
145
Quantum Capital Management (California)
California
– -$17K -232 Closed
V
146
Veritable
Delaware
– -$14K -190 Closed
DADC
147
D.A. Davidson & Co
Montana
– -$4K -64 Closed
EU
148
Emory University
Georgia
– -$4K -60 Closed
HR
149
Howe & Rusling
New York
– -$3K -43 Closed
FBT
150
Founders Bank & Trust
Michigan
– -$2K -22 Closed
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