iShares Micro-Cap ETF
189 hedge funds and large institutions have $421M 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.
19% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 26
2% more funds holding
Funds holding: 186 → 189 (+3)
0.81% more ownership
Funds ownership: 49.31% → 50.12% (+0.81%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
23% less capital invested
Capital invested by funds: $545M → $421M (-$124M)
23% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$12.1M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$7.06M |
| 3 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$5.2M |
| 4 |
WA
WP Advisors
San Francisco,
California
|
+$4.35M |
| 5 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$7.27M |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$7M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$6.43M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.67M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.95M |
IWC Hedge Fund Activity: Q4 2018 in Review
189 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q4 2018, worth a combined $421M — down 23% from $545M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IWC positions and 26 closed out — a net gain of 5 holders — while 50 added to existing stakes and 65 trimmed.
The largest buyer was MD Financial Management, adding an estimated $12.1M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $7.27M sold.
- 189 institutional investors held iShares Micro-Cap ETF (IWC) as of Q4 2018, up from 186 in Q3 2018.
- Funds reported $421M of iShares Micro-Cap ETF stock for Q4 2018, down 23% quarter-over-quarter.
- 31 funds opened new iShares Micro-Cap ETF positions in Q4 2018 and 26 closed out, a net change of +5 holders.
- The largest iShares Micro-Cap ETF buyer in Q4 2018 was MD Financial Management, an estimated $12.1M added.
- The largest iShares Micro-Cap ETF seller in Q4 2018 was Merriman Wealth Management, an estimated $7.27M sold.
Based on aggregated 13F filings for Q4 2018.