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iShares Micro-Cap ETF
IWC

Overview Fund Activity

141 hedge funds and large institutions have $392M invested in iShares Micro-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
51
Reduced
41
Closed
16
Calls
$2.31M
Puts
$1.82M
Net Calls
+$491K
Net Calls Change
+$126K

Top Buyers

1
BCM
Barometer Capital Management
Ontario, Canada
+$4.93M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.05M
3
QI
QS Investors
New York
+$1.4M
4
TH
Timber Hill
Connecticut
+$884K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$624K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$51.3M
2
CPIG
Chicago Partners Investment Group
Illinois
-$5.04M
3
Charles Schwab
Charles Schwab
California
-$4.45M
4
UBS Group
UBS Group
Switzerland
-$1.8M
5
HH
Hilltop Holdings
Texas
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
126
Bristlecone Advisors
Washington
$47K +$47K +500 New
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$43K -$11.6K -124 -21%
BF
128
BOK Financial
Oklahoma
$39K +$39K +414 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.8K – – –
AAP
130
Arax Advisory Partners
Colorado
$25K – – –
WTB
131
Washington Trust Bank
Washington
$23K +$23K +245 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
AssetMark Inc
133
AssetMark Inc
California
$16K – – –
NFG
134
Next Financial Group
Texas
$13K – – –
FANJ
135
Financial Architects (New Jersey)
New Jersey
$7K – – –
WTC
136
WhitTier Trust Company
Nevada
$6K – – –
RFA
137
Reilly Financial Advisors
California
$3K – – –
PA
138
Parallel Advisors
California
$2K – – –
SBL
139
Sargent Bickham Lagudis
Colorado
$1K – – –
FM
140
Forward Management
California
$1K – – –
CSIA
141
Charles Schwab Investment Advisory
California
– -$51.3M -576,558 Closed
HH
142
Hilltop Holdings
Texas
– -$1.43M -16,103 Closed
OIM
143
Orca Investment Management
Oregon
– -$1.1M -12,330 Closed
DCM
144
Driehaus Capital Management
Illinois
– -$522K -5,871 Closed
SPWA
145
SteelBridge Private Wealth Advisors
Florida
– -$336K -3,780 Closed
BAC
146
Boys Arnold & Co
North Carolina
– -$330K -3,711 Closed
SPC
147
Sigma Planning Corp
Michigan
– -$300K -3,378 Closed
RVM
148
Robinson Value Management
Texas
– -$232K -2,610 Closed
SF
149
Synovus Financial
Georgia
– -$67K -760 Closed
PSUF
150
People's United Financial
Connecticut
– -$44K -500 Closed
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