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iShares Micro-Cap ETF
IWC

Overview Fund Activity

169 hedge funds and large institutions have $416M invested in iShares Micro-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
49
Reduced
66
Closed
15
Calls
$999K
Puts
$807K
Net Calls
+$192K
Net Calls Change
-$1.21M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$6.48M
2
CA
Cumberland Advisors
Florida
+$3.24M
3
CF
Copperwynd Financial
Arizona
+$2.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.1M
5
Jane Street
Jane Street
New York
+$1.88M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.5M
2
BCM
Barometer Capital Management
Ontario, Canada
-$3.78M
3
Wells Fargo
Wells Fargo
California
-$3.61M
4
MFM
MD Financial Management
Ontario, Canada
-$3.56M
5
Morgan Stanley
Morgan Stanley
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
126
Global Retirement Partners
California
$120K -$288 -3 -0.2%
GWS
127
Glassman Wealth Services
Virginia
$114K +$193 +2 +0.2%
OC
128
Oakworth Capital
Alabama
$113K +$2.23K +23 +2%
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$105K – – –
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$103K -$4.31K -45 -4%
GEA
131
Glen Eagle Advisors
New Jersey
$99.4K -$4.8K -50 -5%
CFA
132
Camarda Financial Advisors
Florida
$97K -$2.12K -22 -2%
BCA
133
Bray Capital Advisors
Florida
$93K +$93K +971 New
MA
134
MUFG Americas
New York
$87K -$3.27K -34 -4%
THWM
135
Taylor Hoffman Wealth Management
Virginia
$76K +$1.74K +18 +2%
SWM
136
SeaCrest Wealth Management
New York
$75K – – –
MGIA
137
Moneta Group Investment Advisors
Missouri
$70K -$531K -5,500 -88%
ASN
138
Advisory Services Network
Georgia
$63K +$191 +2 +0.3%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$46K +$46K +475 New
SFG
140
SevenBridge Financial Group
Pennsylvania
$45K -$4.71K -49 -9%
HWP
141
Hefty Wealth Partners
Indiana
$39K -$11.5K -119 -23%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.4K – – –
CMBA
143
C.M. Bidwell & Associates
Hawaii
$35K – – –
William Blair & Company
144
William Blair & Company
Illinois
$29K +$29K +300 New
FCAG
145
First Capital Advisors Group
New Jersey
$29K +$29K +300 New
UBS AM
146
UBS AM
Illinois
$28K +$28K +292 New
AAP
147
Arax Advisory Partners
Colorado
$25K – – –
1IA
148
1834 Investment Advisors
Wisconsin
$25K – – –
APA
149
American Portfolios Advisors
New York
$24K +$4.8K +50 +25%
IFAM
150
Institutional & Family Asset Management
Colorado
$24K +$24K +250 New
4 5
6
7 8