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iShares Micro-Cap ETF
IWC

Overview Fund Activity

169 hedge funds and large institutions have $416M invested in iShares Micro-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
49
Reduced
66
Closed
15
Calls
$999K
Puts
$807K
Net Calls
+$192K
Net Calls Change
-$1.21M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$6.48M
2
CA
Cumberland Advisors
Florida
+$3.24M
3
CF
Copperwynd Financial
Arizona
+$2.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.1M
5
Jane Street
Jane Street
New York
+$1.88M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.5M
2
BCM
Barometer Capital Management
Ontario, Canada
-$3.78M
3
Wells Fargo
Wells Fargo
California
-$3.61M
4
MFM
MD Financial Management
Ontario, Canada
-$3.56M
5
Morgan Stanley
Morgan Stanley
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
AssetMark Inc
152
AssetMark Inc
California
$16K – – –
GTAM
153
Global Trust Asset Management
Florida
$14K -$1.37K -14 -9%
AWM
154
Aevitas Wealth Management
Massachusetts
$10K – – –
FANJ
155
Financial Architects (New Jersey)
New Jersey
$7K – – –
Deutsche Bank
156
Deutsche Bank
Germany
$7K +$7K +80 New
WTC
157
WhitTier Trust Company
Nevada
$6K – – –
MCWS
158
McKinley Carter Wealth Services
West Virginia
$6K +$6K +62 New
ME
159
McIlrath & Eck
Washington
$5K – – –
AF
160
Advisornet Financial
Minnesota
$5K +$5K +50 New
TC
161
Trilogy Capital
California
$5K +$5K +57 New
SBL
162
Sargent Bickham Lagudis
Colorado
$4K – – –
RFA
163
Reilly Financial Advisors
California
$3K – – –
GI
164
Gradient Investments
Minnesota
$3K – – –
S
165
SignatureFD
Georgia
$3K +$3K +31 New
AWM
166
Avior Wealth Management
Nebraska
$3K +$3K +35 New
BCM
167
Barometer Capital Management
Ontario, Canada
– -$3.78M -39,500 Closed
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
– -$1.9M -19,894 Closed
HH
169
Hilltop Holdings
Texas
– -$1.54M -16,103 Closed
BGIM
170
Brandywine Global Investment Management
Pennsylvania
– -$1.37M -14,300 Closed
SPC
171
Sigma Planning Corp
Michigan
– -$708K -7,402 Closed
US Bancorp
172
US Bancorp
Minnesota
– -$352K -3,680 Closed
I
173
IberiaBank
Louisiana
– -$213K -2,191 Closed
FAAS
174
First Allied Advisory Services
California
– -$89K -937 Closed
WAM
175
Wealthspire Advisors (Maryland)
Maryland
– -$67K -703 Closed
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