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iShares Micro-Cap ETF
IWC

Overview Fund Activity

183 hedge funds and large institutions have $436M invested in iShares Micro-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-5
Holders Change %
-2.66%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
21
Increased
41
Reduced
75
Closed
24
Calls
$743K
Puts
$213K
Net Calls
+$530K
Net Calls Change
+$324K

Top Buyers

1
DY
Dowling & Yahnke
California
+$7.49M
2
AAS
Avantax Advisory Services
Texas
+$4.53M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.22M
4
Bank of America
Bank of America
North Carolina
+$3.75M
5
HA
Harborview Advisors
Maine
+$2.65M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$24.2M
2
CA
Cumberland Advisors
Florida
-$8.88M
3
HHGA
Halbert Hargrove Global Advisors
California
-$6.27M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$3.77M
5
Wells Fargo
Wells Fargo
California
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
126
Marquette Asset Management
Minnesota
$183K +$183K +1,974 New
GRP
127
Global Retirement Partners
California
$179K -$10.4K -112 -5%
LB
128
Legacy Bridge
Iowa
$178K – – –
GWM
129
Geneos Wealth Management
Colorado
$177K -$174K -1,883 -50%
CFD
130
Creative Financial Designs
Indiana
$161K – – –
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$147K -$1.66K -18 -1%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$140K +$103K +674 +280%
Citigroup
133
Citigroup
New York
$130K -$186 -2 -0.1%
William Blair & Company
134
William Blair & Company
Illinois
$109K +$3.25K +35 +3%
GEA
135
Glen Eagle Advisors
New Jersey
$94.6K – – –
Fidelity Investments
136
Fidelity Investments
Massachusetts
$85K -$1.57K -17 -2%
MA
137
MUFG Americas
New York
$84K – – –
GWS
138
Glassman Wealth Services
Virginia
$82K -$28K -302 -25%
SWM
139
SeaCrest Wealth Management
New York
$72K – – –
IA
140
IFP Advisors
Florida
$66K -$139K -1,493 -68%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$64K -$36.4K -390 -36%
BCA
142
Bray Capital Advisors
Florida
$60K -$2.32K -25 -4%
MCM
143
Manchester Capital Management
Vermont
$55K -$2.59K -28 -5%
TC
144
Truvestments Capital
Florida
$54K +$54K +580 New
WTC
145
WhitTier Trust Company
Nevada
$50K -$2.62K -28 -5%
CBT
146
Capital Bank & Trust
California
$50K – – –
APA
147
American Portfolios Advisors
New York
$43.1K -$4.17K -45 -9%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.1K – – –
CMBA
149
C.M. Bidwell & Associates
Hawaii
$34K – – –
SFG
150
SevenBridge Financial Group
Pennsylvania
$32K – – –
4 5
6
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