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iShares Micro-Cap ETF
IWC

Overview Fund Activity

144 hedge funds and large institutions have $421M invested in iShares Micro-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
49
Closed
16
Calls
$578K
Puts
$213K
Net Calls
+$365K
Net Calls Change
+$380K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.36M
2
OCM
One Capital Management
California
+$611K
3
DCM
Driehaus Capital Management
Illinois
+$522K
4
LAM
Lapides Asset Management
Connecticut
+$436K
5
JWS
Juncture Wealth Strategies
Arizona
+$358K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$11.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.95M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.19M
4
UBS Group
UBS Group
Switzerland
-$2.72M
5
Charles Schwab
Charles Schwab
California
-$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.6K +$35.6K +400 New
HWP
127
Hefty Wealth Partners
Indiana
$34K -$35.3K -408 -51%
AAP
128
Arax Advisory Partners
Colorado
$24K – – –
DSC
129
Duncker Streett & Co
Missouri
$23K -$8.94K -101 -28%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
AssetMark Inc
131
AssetMark Inc
California
$15K – – –
WA
132
WFG Advisors
Texas
$15K – – –
NFG
133
Next Financial Group
Texas
$12K – – –
PMFA
134
Plante Moran Financial Advisors
Michigan
$9K +$9K +100 New
FANJ
135
Financial Architects (New Jersey)
New Jersey
$7K +$5.32K +57 +317%
WTC
136
WhitTier Trust Company
Nevada
$6K – – –
GI
137
Gradient Investments
Minnesota
$3K – – –
SIM
138
Sonora Investment Management
Arizona
$2.31K +$2.31K +26 New
RFA
139
Reilly Financial Advisors
California
$2K – – –
PA
140
Parallel Advisors
California
$2K +$2K +24 New
FM
141
Forward Management
California
$1K +$1K +7 New
DOA
142
D'Orazio & Associates
Virginia
$1K +$1K +11 New
SBL
143
Sargent Bickham Lagudis
Colorado
$1K +$1K +12 New
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
– -$2.37M -27,659 Closed
VKH
145
Virtu KCG Holdings
New York
– -$525K -6,132 Closed
PFS
146
Prospera Financial Services
Texas
– -$374K -4,477 Closed
BCA
147
Bray Capital Advisors
Florida
– -$383K -4,473 Closed
MIAN
148
Mariner Independent Advisor Network
Kansas
– -$318K -3,754 Closed
Axa
149
Axa
France
– -$227K -2,650 Closed
MC
150
Martin & Co
Tennessee
– -$133K -1,547 Closed
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