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iShares Micro-Cap ETF
IWC

Overview Fund Activity

183 hedge funds and large institutions have $436M invested in iShares Micro-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-5
Holders Change %
-2.66%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
21
Increased
41
Reduced
75
Closed
24
Calls
$743K
Puts
$213K
Net Calls
+$530K
Net Calls Change
+$324K

Top Buyers

1
DY
Dowling & Yahnke
California
+$7.49M
2
AAS
Avantax Advisory Services
Texas
+$4.53M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.22M
4
Bank of America
Bank of America
North Carolina
+$3.75M
5
HA
Harborview Advisors
Maine
+$2.65M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$24.2M
2
CA
Cumberland Advisors
Florida
-$8.88M
3
HHGA
Halbert Hargrove Global Advisors
California
-$6.27M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$3.77M
5
Wells Fargo
Wells Fargo
California
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
THWM
176
Taylor Hoffman Wealth Management
Virginia
$2K -$53.9K -539 -96%
CFGS
177
Concourse Financial Group Securities
Alabama
$2K – – –
JPLA
178
Joseph P. Lucia & Associates
New York
$1.13K +$1.13K +107,153 New
MIM
179
Macroview Investment Management
Maryland
$1K – – –
HGWM
180
Harvest Group Wealth Management
Massachusetts
$1K +$1K +14 New
WA
181
WP Advisors
California
$452 -$44.4K -47,851 -99%
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$285 -$130 -1,400 -31%
CA
183
Cumberland Advisors
Florida
– -$8.88M -107,715 Closed
HHGA
184
Halbert Hargrove Global Advisors
California
– -$6.27M -76,017 Closed
SG Americas Securities
185
SG Americas Securities
New York
– -$2.04M -24,783 Closed
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
– -$1.86M -22,522 Closed
Nuveen Asset Management
187
Nuveen Asset Management
Illinois
– -$1.85M -22,400 Closed
SPC
188
Sigma Planning Corp
Michigan
– -$1.5M -18,221 Closed
Renaissance Technologies
189
Renaissance Technologies
New York
– -$594K -7,200 Closed
Baird Financial Group
190
Baird Financial Group
Wisconsin
– -$373K -4,528 Closed
BC
191
Brinker Capital
Pennsylvania
– -$371K -4,494 Closed
PO
192
Private Ocean
California
– -$270K -3,267 Closed
PAIM
193
Punch & Associates Investment Management
Minnesota
– -$256K -3,101 Closed
LFAS
194
Level Four Advisory Services
Texas
– -$208K -2,527 Closed
CFA
195
Camarda Financial Advisors
Florida
– -$83K -1,009 Closed
JA
196
JOYN Advisors
Georgia
– -$23K -275 Closed
EWM
197
Executive Wealth Management
Michigan
– -$9K -184 Closed
AssetMark Inc
198
AssetMark Inc
California
– -$14K -168 Closed
SBL
199
Sargent Bickham Lagudis
Colorado
– -$13K -156 Closed
CI
200
CX Institutional
Indiana
– -$3K -40 Closed
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