IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

163 hedge funds and large institutions have $306M invested in iShares Micro-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-24
Holders Change %
-12.83%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
43
Reduced
59
Closed
41
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$887K

Top Buyers

1
HHGA
Halbert Hargrove Global Advisors
California
+$13M
2
MFM
MD Financial Management
Ontario, Canada
+$4.27M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.78M
4
EWM
Empirical Wealth Management
Washington
+$3.45M
5
CG
Cutler Group
California
+$2.78M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.69M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$4.63M
3
FMC
First Merchants Corp
Indiana
-$4.08M
4
RJA
Raymond James & Associates
Florida
-$3.9M
5
PA
Parkside Advisors
California
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
126
Kayne Anderson Rudnick Investment Management
California
$25K +$137 +2 +0.6%
BCA
127
Bray Capital Advisors
Florida
$23K – – –
APA
128
American Portfolios Advisors
New York
$21K – – –
MA
129
MUFG Americas
New York
$20K – – –
IFAM
130
Institutional & Family Asset Management
Colorado
$17K -$8.98K -132 -35%
AA
131
Advisory Alpha
Michigan
$11.1K +$71 +1 +0.6%
GWMIA
132
Global Wealth Management Investment Advisory
Florida
$11K – – –
WQ
133
Wealth Quarterback
New Jersey
$9.79K – – –
GTAM
134
Global Trust Asset Management
Florida
$9K -$1.7K -26 -16%
SFA
135
Semmax Financial Advisors
North Carolina
$8K – – –
MCM
136
McMillion Capital Management
North Carolina
$7K – – –
BWP
137
Baldwin Wealth Partners
Massachusetts
$6K – – –
First Manhattan
138
First Manhattan
New York
$6K +$6K +90 New
US Bancorp
139
US Bancorp
Minnesota
$5K -$1.17K -19 -19%
HIA
140
Harbor Investment Advisory
Maryland
$5K – – –
PCFFS
141
Pacific Center for Financial Services
California
$5K – – –
FANJ
142
Financial Architects (New Jersey)
New Jersey
$5K – – –
TFS
143
TrustCore Financial Services
Tennessee
$5K +$5K +73 New
CA
144
Clearstead Advisors
Ohio
$5K +$5K +79 New
TAM
145
Townsend Asset Management
North Carolina
$5K +$5K +79 New
CIAS
146
Capital Investment Advisory Services
North Carolina
$4K – – –
VCP
147
Verus Capital Partners
Arizona
$4K – – –
GSWM
148
Golden State Wealth Management
California
$4K +$4K +59 New
CMBA
149
C.M. Bidwell & Associates
Hawaii
$3K -$21.3K -320 -88%
AF
150
Advisornet Financial
Minnesota
$3K – – –
4 5
6
7 8