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iShares Micro-Cap ETF
IWC

Overview Fund Activity

170 hedge funds and large institutions have $384M invested in iShares Micro-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
43
Reduced
54
Closed
21
Calls
$538K
Puts
–
Net Calls
+$538K
Net Calls Change
+$659K

Top Buyers

1
FMC
First Merchants Corp
Indiana
+$8.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.47M
3
AFG
Arkansas Financial Group
Arkansas
+$1.84M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.65M
5
AAS
Avantax Advisory Services
Texas
+$1.36M

Top Sellers

1
AA
Alesco Advisors
New York
-$11.8M
2
Bank of America
Bank of America
North Carolina
-$6.37M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.9M
4
BFPW
BOK Financial Private Wealth
Colorado
-$2.37M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$11.5K +$11.5K +130 New
SFA
152
Semmax Financial Advisors
North Carolina
$10K – – –
US Bancorp
153
US Bancorp
Minnesota
$9K – – –
MCM
154
McMillion Capital Management
North Carolina
$9K – – –
BWP
155
Baldwin Wealth Partners
Massachusetts
$8K +$8K +87 New
IA
156
IFP Advisors
Florida
$8K +$8K +94 New
FANJ
157
Financial Architects (New Jersey)
New Jersey
$7K – – –
PCFFS
158
Pacific Center for Financial Services
California
$7K – – –
CIAS
159
Capital Investment Advisory Services
North Carolina
$6K – – –
FAAS
160
First Allied Advisory Services
California
$5K +$5K +54 New
TRCT
161
Tower Research Capital (TRC)
New York
$4K – – –
AF
162
Advisornet Financial
Minnesota
$4K – – –
GI
163
Gradient Investments
Minnesota
$3K – – –
CFGS
164
Concourse Financial Group Securities
Alabama
$2K -$7.17K -86 -78%
THWM
165
Taylor Hoffman Wealth Management
Virginia
$2K – – –
RFA
166
Reilly Financial Advisors
California
$2K – – –
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +22 New
HGWM
168
Harvest Group Wealth Management
Massachusetts
$1K – – –
VFA
169
Valeo Financial Advisors
Indiana
$1K – – –
AA
170
Alesco Advisors
New York
– -$11.8M -126,657 Closed
GLLW
171
Graves Light Lenhart Wealth
Virginia
– -$671K -7,202 Closed
Stifel Financial
172
Stifel Financial
Missouri
– -$592K -6,361 Closed
CWS
173
Cypress Wealth Services
California
– -$406K -4,362 Closed
RCAG
174
Rehmann Capital Advisory Group
Michigan
– -$402K -4,313 Closed
TW
175
Transform Wealth
Colorado
– -$394K -4,229 Closed
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