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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $412M invested in iShares Micro-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
4.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
31
Increased
50
Reduced
65
Closed
26
Calls
$206K
Puts
–
Net Calls
+$206K
Net Calls Change
-$177K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$10.7M
2
HHGA
Halbert Hargrove Global Advisors
California
+$6.27M
3
CA
Cumberland Advisors
Florida
+$4.62M
4
WA
WP Advisors
California
+$3.86M
5
EWM
Empirical Wealth Management
Washington
+$3.5M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$7.27M
2
CIM
Cambria Investment Management
California
-$6.43M
3
BAAM
Baker Avenue Asset Management
California
-$6.21M
4
Bank of America
Bank of America
North Carolina
-$5.03M
5
Wells Fargo
Wells Fargo
California
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
176
Gradient Investments
Minnesota
$3K -$17.3K -196 -85%
S
177
SignatureFD
Georgia
$3K – – –
FCMT
178
Founders Capital Management (Texas)
Texas
$3K +$3K +33 New
SIM
179
Sonora Investment Management
Arizona
$3K +$3K +35 New
RFA
180
Reilly Financial Advisors
California
$2K – – –
MIM
181
Macroview Investment Management
Maryland
$1K – – –
BOPW
182
Brandywine Oak Private Wealth
Pennsylvania
$1K +$1K +16 New
DWM
183
Doyle Wealth Management
Florida
$1K +$1K +16 New
HI
184
Human Investing
Oregon
$1K +$1K +16 New
CFGS
185
Concourse Financial Group Securities
Alabama
$1K +$1K +22 New
MWM
186
Merriman Wealth Management
Washington
– -$7.27M -68,406 Closed
CIM
187
Cambria Investment Management
California
– -$6.43M -60,467 Closed
TFA
188
Toth Financial Advisory
Virginia
– -$2.34M -22,053 Closed
Ameriprise
189
Ameriprise
Minnesota
– -$1.84M -17,302 Closed
BGIM
190
Brandywine Global Investment Management
Pennsylvania
– -$1.69M -15,900 Closed
LNC
191
Lincoln National Corp
Pennsylvania
– -$1.49M -13,976 Closed
PFC
192
Personal Financial Consultants
California
– -$786K -7,397 Closed
AFP
193
Ausdal Financial Partners
Iowa
– -$464K -4,368 Closed
PP
194
Pegasus Partners
Wisconsin
– -$307K -2,890 Closed
FAIM
195
Financial Advocates Investment Management
Washington
– -$285K -2,681 Closed
EA
196
Elm Advisors
California
– -$256K -2,407 Closed
HW
197
Hancock Whitney
Mississippi
– -$248K -2,337 Closed
PPA
198
Parametric Portfolio Associates
Washington
– -$246K -2,312 Closed
I
199
IberiaBank
Louisiana
– -$233K -2,189 Closed
TCM
200
Traynor Capital Management
Pennsylvania
– -$226K -2,128 Closed
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