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iShares Micro-Cap ETF
IWC

Overview Fund Activity

139 hedge funds and large institutions have $533M invested in iShares Micro-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-10
Holders Change %
-6.71%
% of All Funds
3.71%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
16
Increased
50
Reduced
49
Closed
23
Calls
$5.8M
Puts
$2.48M
Net Calls
+$3.32M
Net Calls Change
-$7.5M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.5M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$8.36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.69M
4
CS
Credit Suisse
Switzerland
$6.97M
5
PCM
Price Capital Management
Louisiana
$6.96M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
BTS
BB&T Securities
Virginia
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01M
4
RJA
Raymond James & Associates
Florida
$2.11M
5
GI
Glovista Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
126
Central Trust Company
Missouri
$25K – – –
ST
127
Smithfield Trust
Pennsylvania
$24K – – –
MFS
128
MSI Financial Services
Massachusetts
$23K +$1.96K +25 +9%
BRWM
129
B. Riley Wealth Management
Tennessee
$22K -$14.5K -185 -40%
NFG
130
Next Financial Group
Texas
$10K – – –
S
131
SignatureFD
Georgia
$6K -$72.3K -988 -92%
GWM
132
Gupta Wealth Management
California
$6K +$6K +75 New
HR
133
Howe & Rusling
New York
$3K – – –
OIA
134
Optimum Investment Advisors
Illinois
$1K – – –
AllianceBernstein
135
AllianceBernstein
Tennessee
$1K – – –
CIM
136
Cambria Investment Management
California
$777 -$2 -23 -0.2%
RIG
137
RiverFront Investment Group
Virginia
– -$45.8M -595,219 Closed
GI
138
Glovista Investments
New Jersey
– -$6.78M -88,053 Closed
BTS
139
BB&T Securities
Virginia
– -$21.4M -27,830 Closed
SG Americas Securities
140
SG Americas Securities
New York
– -$1.82M -23,621 Closed
OC
141
Oppenheimer & Co
New York
– -$437K -5,683 Closed
FSA
142
Financial Sense Advisors
California
– -$400K -5,200 Closed
LI
143
LVZ Inc
Michigan
– -$349K -4,540 Closed
MBT
144
Montecito Bank & Trust
California
– -$345K -4,487 Closed
RJT
145
Raymond James Trust
Florida
– -$313K -4,058 Closed
JA
146
JOYN Advisors
Georgia
– -$277K -3,595 Closed
Truist Financial
147
Truist Financial
North Carolina
– -$251K -3,260 Closed
PO
148
Private Ocean
California
– -$217K -2,820 Closed
HIM
149
Hutchens Investment Management
New Hampshire
– -$192K -2,500 Closed
MFS
150
McNamara Financial Services
Massachusetts
– -$192K -2,500 Closed
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