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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $412M invested in iShares Micro-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
4.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
31
Increased
50
Reduced
65
Closed
26
Calls
$206K
Puts
–
Net Calls
+$206K
Net Calls Change
-$177K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$10.7M
2
HHGA
Halbert Hargrove Global Advisors
California
+$6.27M
3
CA
Cumberland Advisors
Florida
+$4.62M
4
WA
WP Advisors
California
+$3.86M
5
EWM
Empirical Wealth Management
Washington
+$3.5M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$7.27M
2
CIM
Cambria Investment Management
California
-$6.43M
3
BAAM
Baker Avenue Asset Management
California
-$6.21M
4
Bank of America
Bank of America
North Carolina
-$5.03M
5
Wells Fargo
Wells Fargo
California
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
126
Innealta Capital
Texas
$200K +$200K +2,428 New
ADL
127
Asset Dedication LLC
California
$197K +$17.2K +209 +10%
IA
128
IFP Advisors
Florida
$180K +$163 +2 +0.1%
GRP
129
Global Retirement Partners
California
$168K -$6.27K -76 -4%
LB
130
Legacy Bridge
Iowa
$158K +$158K +1,920 New
CFD
131
Creative Financial Designs
Indiana
$143K -$8.25K -100 -5%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$133K -$3.89K -47 -3%
Citigroup
133
Citigroup
New York
$116K +$331 +4 +0.3%
GWS
134
Glassman Wealth Services
Virginia
$98K +$330 +4 +0.3%
William Blair & Company
135
William Blair & Company
Illinois
$94K -$4.12K -50 -4%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$89K – – –
GEA
137
Glen Eagle Advisors
New Jersey
$84.1K +$7.01K +85 +9%
CFA
138
Camarda Financial Advisors
Florida
$83K – – –
Fidelity Investments
139
Fidelity Investments
Massachusetts
$77K -$8.2K -100 -10%
MA
140
MUFG Americas
New York
$75K – – –
MCM
141
Manchester Capital Management
Vermont
$66K +$2.97K +28 +5%
SWM
142
SeaCrest Wealth Management
New York
$64K – – –
BCA
143
Bray Capital Advisors
Florida
$55K – – –
THWM
144
Taylor Hoffman Wealth Management
Virginia
$46K -$2.39K -29 -5%
WTC
145
WhitTier Trust Company
Nevada
$46K +$40.7K +498 +766%
CBT
146
Capital Bank & Trust
California
$45K – – –
APA
147
American Portfolios Advisors
New York
$42.1K +$3.71K +45 +10%
AIC
148
Archer Investment Corporation
Indiana
$33K +$33K +400 New
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33K – – –
CMBA
150
C.M. Bidwell & Associates
Hawaii
$30K – – –
4 5
6
7 8