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iShares Micro-Cap ETF
IWC

Overview Fund Activity

149 hedge funds and large institutions have $567M invested in iShares Micro-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+25
Holders Change %
+20.16%
% of All Funds
3.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
39
Increased
45
Reduced
42
Closed
13
Calls
$27.1M
Puts
$16.3M
Net Calls
+$10.8M
Net Calls Change
+$20.5M

Top Buyers

1
QI
QS Investors
New York
$45.2M
2
RIG
RiverFront Investment Group
Virginia
$45.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.8M
4
GI
Glovista Investments
New Jersey
$6.78M
5
BTS
BB&T Securities
Virginia
$21.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Wells Fargo
Wells Fargo
California
$42.7M
4
FAAM
First Allied Asset Management
California
$0
5
TH
Timber Hill
Connecticut
$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
126
Financial Architects (New Jersey)
New Jersey
$40K – – –
PSUF
127
People's United Financial
Connecticut
$38K – – –
CAW
128
Cornerstone Advisors (Washington)
Washington
$38K +$155 +2 +0.4%
RFC
129
Russell Frank Company
Washington
$36K -$9K -117 -20%
BRWM
130
B. Riley Wealth Management
Tennessee
$35K – – –
WA
131
WFG Advisors
Texas
$34K -$312 -4 -0.9%
NC
132
NewSquare Capital
Pennsylvania
$27K -$17.2K -220 -39%
UFA
133
US Financial Advisors
Massachusetts
$27K +$27K +347 New
CTC
134
Central Trust Company
Missouri
$24K +$24K +317 New
ST
135
Smithfield Trust
Pennsylvania
$23K – – –
MFS
136
MSI Financial Services
Massachusetts
$21K +$1.09K +14 +5%
CCS
137
Crosspoint Capital Strategies
California
$13K – – –
NFG
138
Next Financial Group
Texas
$10K -$59.3K -801 -86%
HR
139
Howe & Rusling
New York
$3K – – –
HI
140
Hudock Inc
Pennsylvania
$3K – – –
NES
141
New England Securities
New York
$2K – – –
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +27 New
OIA
143
Optimum Investment Advisors
Illinois
$1K – – –
AllianceBernstein
144
AllianceBernstein
Tennessee
$1K – – –
RMAM
145
Raab & Moskowitz Asset Management
New Jersey
$1K +$1K +10 New
SSB
146
Sandy Spring Bank
Maryland
$1K +$1K +11 New
BRWA
147
B. Riley Wealth Advisors
Florida
$4 +$4 +54 New
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
– -$4.02M -57,880 Closed
FAAM
149
First Allied Asset Management
California
– -$3.26M -46,849 Closed
Jane Street
150
Jane Street
New York
– -$2.01M -28,899 Closed
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