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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $495M invested in iShares Micro-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+18
Holders Change %
+10.65%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
29
Increased
55
Reduced
61
Closed
9
Calls
$1.88M
Puts
$2.33M
Net Calls
-$454K
Net Calls Change
-$646K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$14.2M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$8.87M
3
PSUF
People's United Financial
Connecticut
+$7.87M
4
Morgan Stanley
Morgan Stanley
New York
+$5.41M
5
TA
Teachers Advisors
New York
+$2.56M

Top Sellers

1
RC
RegentAtlantic Capital
New Jersey
-$13M
2
BFPW
BOK Financial Private Wealth
Colorado
-$2.13M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.45M
4
EA
Efficient Advisors
Ohio
-$1.22M
5
SAM
Silvercrest Asset Management
New York
-$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
I
126
IberiaBank
Louisiana
$207K +$207K +1,961 New
AIA
127
Avalon Investment & Advisory
Texas
$203K +$203K +1,922 New
IA
128
IFP Advisors
Florida
$201K +$46.9K +444 +30%
KBFS
129
Kohmann Bosshard Financial Services
Ohio
$198K – – –
GWM
130
Geneos Wealth Management
Colorado
$193K -$19.2K -182 -9%
CFD
131
Creative Financial Designs
Indiana
$190K – – –
AIM
132
Acropolis Investment Management
Missouri
$190K – – –
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$174K – – –
DWM
134
Destination Wealth Management
California
$155K – – –
WA
135
WP Advisors
California
$153K +$153K +1,453 New
CT
136
CPF Texas
Texas
$151K -$73.2K -692 -33%
SMFS
137
Squar Milner Financial Services
California
$151K +$151K +1,425 New
Citigroup
138
Citigroup
New York
$147K +$527 +5 +0.4%
JA
139
JOYN Advisors
Georgia
$141K -$459K -4,337 -77%
GRP
140
Global Retirement Partners
California
$130K -$2K -19 -2%
GWS
141
Glassman Wealth Services
Virginia
$125K – – –
OC
142
Oakworth Capital
Alabama
$123K – – –
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$121K +$7.79K +74 +7%
CFA
144
Camarda Financial Advisors
Florida
$107K – – –
CWM
145
Cornerstone Wealth Management
Missouri
$100K +$100K +10,675 New
GEA
146
Glen Eagle Advisors
New Jersey
$98.8K -$10.6K -100 -10%
MA
147
MUFG Americas
New York
$95K – – –
MGIA
148
Moneta Group Investment Advisors
Missouri
$94K +$17.3K +164 +23%
THWM
149
Taylor Hoffman Wealth Management
Virginia
$83K – – –
SWM
150
SeaCrest Wealth Management
New York
$82K – – –
4 5
6
7 8