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iShares Micro-Cap ETF
IWC

Overview Fund Activity

135 hedge funds and large institutions have $570M invested in iShares Micro-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
17
Increased
44
Reduced
43
Closed
11
Calls
$5.2M
Puts
$3.15M
Net Calls
+$2.05M
Net Calls Change
+$3.3M

Top Buyers

1
QI
QS Investors
New York
$30.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$7.46M
3
BTS
BB&T Securities
Virginia
$27.6M
4
TH
Timber Hill
Connecticut
$3.44M
5
FAAM
First Allied Asset Management
California
$3.36M

Top Sellers

1
Citigroup
Citigroup
New York
$8.11M
2
Morgan Stanley
Morgan Stanley
New York
$14.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.6M
4
LPL Financial
LPL Financial
California
$3.55M
5
FIG
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
126
Barclays
United Kingdom
$7K – – –
BRWA
127
B. Riley Wealth Advisors
Florida
$4.11K +$4.11K +54 New
MA
128
MUFG Americas
New York
$4K +$4K +48 New
S
129
SignatureFD
Georgia
$4K +$4K +51 New
HR
130
Howe & Rusling
New York
$3K +$3K +43 New
NES
131
New England Securities
New York
$2K -$120K -1,494 -98%
OIA
132
Optimum Investment Advisors
Illinois
$1K – – –
AllianceBernstein
133
AllianceBernstein
Tennessee
$1K +$1K +16 New
RFA
134
Reilly Financial Advisors
California
$1K +$1K +19 New
FIG
135
FundX Investment Group
California
– -$3.36M -43,500 Closed
AP
136
Advisors Preferred
Maryland
– -$2.29M -29,659 Closed
CS
137
Credit Suisse
Switzerland
– -$781K -10,109 Closed
NAM
138
NTV Asset Management
West Virginia
– -$606K -7,845 Closed
Comerica Bank
139
Comerica Bank
Texas
– -$360K -4,653 Closed
KA
140
Kovack Advisors
Florida
– -$327K -4,372 Closed
CCMG
141
Clark Capital Management Group
Pennsylvania
– -$319K -4,126 Closed
Ameriprise
142
Ameriprise
Minnesota
– -$107K -1,386 Closed
RC
143
Riversville Capital
Connecticut
– -$64K -830 Closed
HCM
144
Horrell Capital Management
Arkansas
– -$25K -325 Closed
TRCT
145
Tower Research Capital (TRC)
New York
– -$13K -173 Closed
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