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iShares Micro-Cap ETF
IWC

Overview Fund Activity

175 hedge funds and large institutions have $435M invested in iShares Micro-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-8
Holders Change %
-4.37%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
49
Reduced
65
Closed
23
Calls
$280K
Puts
$401K
Net Calls
-$121K
Net Calls Change
-$651K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$6.53M
2
Citadel Advisors
Citadel Advisors
Florida
+$5.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.95M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$2.02M
5
Bank of America
Bank of America
North Carolina
+$1.43M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$9.8M
2
MFM
MD Financial Management
Ontario, Canada
-$9.13M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.7M
4
BFPW
BOK Financial Private Wealth
Colorado
-$1.89M
5
BIM
Bridges Investment Management
Nebraska
-$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$23K – – –
IFAM
152
Institutional & Family Asset Management
Colorado
$23K – – –
GWMIA
153
Global Wealth Management Investment Advisory
Florida
$16K – – –
GTAM
154
Global Trust Asset Management
Florida
$15K +$920 +10 +7%
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
NFG
156
Next Financial Group
Texas
$13K – – –
SFA
157
Semmax Financial Advisors
North Carolina
$11K -$13.6K -143 -55%
CFGS
158
Concourse Financial Group Securities
Alabama
$10K +$8K +88 +400%
MCM
159
McMillion Capital Management
North Carolina
$10K +$10K +102 New
US Bancorp
160
US Bancorp
Minnesota
$9K -$9.27K -103 -51%
AAP
161
Arax Advisory Partners
Colorado
$8K +$8K +84 New
PCFFS
162
Pacific Center for Financial Services
California
$7K – – –
FANJ
163
Financial Architects (New Jersey)
New Jersey
$7K – – –
CIAS
164
Capital Investment Advisory Services
North Carolina
$6K -$273 -3 -4%
AF
165
Advisornet Financial
Minnesota
$5K – – –
ME
166
McIlrath & Eck
Washington
$5K – – –
TRCT
167
Tower Research Capital (TRC)
New York
$4K – – –
RFA
168
Reilly Financial Advisors
California
$3K – – –
GI
169
Gradient Investments
Minnesota
$3K – – –
THWM
170
Taylor Hoffman Wealth Management
Virginia
$2K – – –
MIM
171
Macroview Investment Management
Maryland
$1K – – –
VFA
172
Valeo Financial Advisors
Indiana
$1K +$1K +7 New
DWM
173
Doyle Wealth Management
Florida
$1K +$1K +16 New
BIM
174
Bridges Investment Management
Nebraska
– -$1.64M -17,706 Closed
GFPC
175
Global Financial Private Capital
Florida
– -$1.25M -13,470 Closed
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