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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $454M invested in iShares Micro-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+17
Holders Change %
+10%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
51
Reduced
62
Closed
13
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$617K

Top Buyers

1
AA
Alesco Advisors
New York
+$13.4M
2
Fidelity International
Fidelity International
Bermuda
+$4.98M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.33M
4
FAAS
First Allied Advisory Services
California
+$2.57M
5
LI
LVZ Inc
Michigan
+$2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.57M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.54M
3
Wells Fargo
Wells Fargo
California
-$1.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.89M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
151
Kayne Anderson Rudnick Investment Management
California
$36K +$99 +1 +0.3%
PA
152
Procyon Advisors
Connecticut
$36K +$36K +360 New
BCA
153
Bray Capital Advisors
Florida
$34K – – –
APA
154
American Portfolios Advisors
New York
$31.1K +$995 +10 +3%
MA
155
MUFG Americas
New York
$30K -$59.2K -600 -66%
UBS AM
156
UBS AM
Illinois
$29.1K – – –
GWMIA
157
Global Wealth Management Investment Advisory
Florida
$17K – – –
GTAM
158
Global Trust Asset Management
Florida
$17K +$104 +1 +0.6%
SIC
159
Samalin Investment Counsel
New York
$16K +$16K +162 New
AA
160
Advisory Alpha
Michigan
$15.3K +$99 +1 +0.6%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
WQ
162
Wealth Quarterback
New Jersey
$14.5K +$14.5K +146 New
NFG
163
Next Financial Group
Texas
$13K – – –
SFA
164
Semmax Financial Advisors
North Carolina
$12K – – –
US Bancorp
165
US Bancorp
Minnesota
$10K – – –
MCM
166
McMillion Capital Management
North Carolina
$10K – – –
BWP
167
Baldwin Wealth Partners
Massachusetts
$9K – – –
OPS
168
Orion Portfolio Solutions
Nebraska
$9K +$9K +93 New
PCFFS
169
Pacific Center for Financial Services
California
$8K – – –
FANJ
170
Financial Architects (New Jersey)
New Jersey
$7K – – –
CIAS
171
Capital Investment Advisory Services
North Carolina
$7K – – –
IFWM
172
Institute for Wealth Management
Colorado
$7K +$7K +67 New
HIA
173
Harbor Investment Advisory
Maryland
$7K +$7K +70 New
VCP
174
Verus Capital Partners
Arizona
$6K +$6K +62 New
TRCT
175
Tower Research Capital (TRC)
New York
$5K – – –
4 5 6
7
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