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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 %
AIC
151
Archer Investment Corporation
Indiana
$28K -$9.33K -100 -25%
UBS AM
152
UBS AM
Illinois
$27.1K – – –
SFA
153
Semmax Financial Advisors
North Carolina
$24K – – –
IFAM
154
Institutional & Family Asset Management
Colorado
$23K – – –
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$23K +$23K +250 New
US Bancorp
156
US Bancorp
Minnesota
$19K – – –
CWA
157
Clarus Wealth Advisors
Arizona
$16K – – –
GWMIA
158
Global Wealth Management Investment Advisory
Florida
$16K – – –
AA
159
Advisory Alpha
Michigan
$14.5K +$14.5K +153 New
KL
160
KWMG LLC
Kansas
$14K – – –
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
GTAM
162
Global Trust Asset Management
Florida
$14K – – –
NFG
163
Next Financial Group
Texas
$13K – – –
AWM
164
Aevitas Wealth Management
Massachusetts
$13K +$3.78K +41 +41%
NFH
165
NEXT Financial Holdings
Texas
$13K +$13K +135 New
FANJ
166
Financial Architects (New Jersey)
New Jersey
$7K – – –
PCFFS
167
Pacific Center for Financial Services
California
$7K – – –
CIAS
168
Capital Investment Advisory Services
North Carolina
$6K – – –
AF
169
Advisornet Financial
Minnesota
$5K – – –
ME
170
McIlrath & Eck
Washington
$5K – – –
TRCT
171
Tower Research Capital (TRC)
New York
$4K – – –
RFA
172
Reilly Financial Advisors
California
$3K – – –
S
173
SignatureFD
Georgia
$3K – – –
GI
174
Gradient Investments
Minnesota
$3K – – –
Simplex Trading
175
Simplex Trading
Illinois
$3K +$2.91K +32 +3,200%
5 6
7
8 9