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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $454M invested in iShares Micro-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+17
Holders Change %
+10%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
51
Reduced
62
Closed
13
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$617K

Top Buyers

1
AA
Alesco Advisors
New York
+$13.4M
2
Fidelity International
Fidelity International
Bermuda
+$4.98M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.33M
4
FAAS
First Allied Advisory Services
California
+$2.57M
5
LI
LVZ Inc
Michigan
+$2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.57M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.54M
3
Wells Fargo
Wells Fargo
California
-$1.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.89M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
WP Advisors
California
$224K +$224K +2,247 New
OFG
127
Omega Financial Group
California
$223K -$2.09K -21 -0.9%
MSAM
128
Moloney Securities Asset Management
Missouri
$210K +$210K +2,115 New
PA
129
Parallel Advisors
California
$192K – – –
LB
130
Legacy Bridge
Iowa
$191K – – –
GWM
131
Geneos Wealth Management
Colorado
$180K – – –
ADL
132
Asset Dedication LLC
California
$168K – – –
CFD
133
Creative Financial Designs
Indiana
$166K +$4.94K +50 +3%
ASN
134
Advisory Services Network
Georgia
$164K -$58K -583 -26%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$140K – – –
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$128K -$16.6K -167 -11%
GRP
137
Global Retirement Partners
California
$117K -$4.87K -49 -4%
GEA
138
Glen Eagle Advisors
New Jersey
$89K +$1.99K +20 +2%
GWS
139
Glassman Wealth Services
Virginia
$89K +$597 +6 +0.7%
Citigroup
140
Citigroup
New York
$76K -$11.8K -118 -13%
BUB
141
BBVA USA Bancshares
Texas
$69K +$69K +697 New
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$68K – – –
Fidelity Investments
143
Fidelity Investments
Massachusetts
$62K -$300 -3 -0.5%
MCM
144
Manchester Capital Management
Vermont
$59K – – –
WTC
145
WhitTier Trust Company
Nevada
$53K – – –
PAIM
146
Punch & Associates Investment Management
Minnesota
$50K +$50K +499 New
Simplex Trading
147
Simplex Trading
Illinois
$43K – – –
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.8K – – –
IFAM
149
Institutional & Family Asset Management
Colorado
$38K +$13.1K +132 +53%
CMBA
150
C.M. Bidwell & Associates
Hawaii
$36K +$99 +1 +0.3%
4 5
6
7 8