IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

163 hedge funds and large institutions have $306M invested in iShares Micro-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-24
Holders Change %
-12.83%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
43
Reduced
59
Closed
41
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$887K

Top Buyers

1
HHGA
Halbert Hargrove Global Advisors
California
+$13M
2
MFM
MD Financial Management
Ontario, Canada
+$4.27M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.78M
4
EWM
Empirical Wealth Management
Washington
+$3.45M
5
CG
Cutler Group
California
+$2.78M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.69M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$4.63M
3
FMC
First Merchants Corp
Indiana
-$4.08M
4
RJA
Raymond James & Associates
Florida
-$3.9M
5
PA
Parkside Advisors
California
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
151
Capital Asset Advisory Services
Michigan
$3K – – –
Citigroup
152
Citigroup
New York
$2K -$61.3K -736 -97%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$10.9K -125 -84%
GI
154
Gradient Investments
Minnesota
$2K – – –
RFA
155
Reilly Financial Advisors
California
$1K – – –
DI
156
Disciplined Investments
Oklahoma
$1K +$300 +3 +43%
AW
157
Avion Wealth
Texas
$1K +$1K +20 New
NL
158
NWAM LLC
Washington
$371 – – –
RJA
159
Raymond James & Associates
Florida
– -$3.9M -39,184 Closed
PA
160
Parkside Advisors
California
– -$3.54M -35,625 Closed
RIM
161
Ranger Investment Management
Texas
– -$2.79M -28,070 Closed
FAAS
162
First Allied Advisory Services
California
– -$2.58M -25,953 Closed
LI
163
LVZ Inc
Michigan
– -$2M -20,068 Closed
Capstone Investment Advisors
164
Capstone Investment Advisors
New York
– -$1.79M -18,020 Closed
RHJA
165
Rice Hall James & Associates
California
– -$1.23M -12,364 Closed
LWMM
166
Legacy Wealth Management (Mississippi)
Mississippi
– -$1.14M -11,500 Closed
BAAM
167
Baker Avenue Asset Management
California
– -$720K -7,240 Closed
Jane Street
168
Jane Street
New York
– -$515K -5,180 Closed
AWM
169
AE Wealth Management
Kansas
– -$512K -5,149 Closed
AIS
170
American Investment Services
Massachusetts
– -$506K -5,085 Closed
MA
171
Mutual Advisors
Nebraska
– -$497K -4,999 Closed
BFPW
172
BOK Financial Private Wealth
Colorado
– -$477K -4,792 Closed
SS
173
Simplicity Solutions
Minnesota
– -$436K -4,378 Closed
TGAM
174
TBH Global Asset Management
Tennessee
– -$403K -4,053 Closed
GCA
175
Greenwood Capital Associates
South Carolina
– -$348K -3,500 Closed
4 5 6
7
8