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iShares Micro-Cap ETF
IWC

Overview Fund Activity

175 hedge funds and large institutions have $435M invested in iShares Micro-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-8
Holders Change %
-4.37%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
49
Reduced
65
Closed
23
Calls
$280K
Puts
$401K
Net Calls
-$121K
Net Calls Change
-$651K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$11.1M
2
Citadel Advisors
Citadel Advisors
Florida
$13.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.67M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$2.02M
5
Bank of America
Bank of America
North Carolina
$41.5M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$181K
2
MFM
MD Financial Management
Ontario, Canada
$56.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.59M
4
BFPW
BOK Financial Private Wealth
Colorado
$3.24M
5
BIM
Bridges Investment Management
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
176
Lincoln National Corp
Pennsylvania
– -$1.21M -13,043 Closed
Mackenzie Financial
177
Mackenzie Financial
Ontario, Canada
– -$1.05M -11,326 Closed
MFS
178
Madrona Financial Services
Washington
– -$641K -6,911 Closed
KCM
179
Kennedy Capital Management
Missouri
– -$346K -3,735 Closed
Verition Fund Management
180
Verition Fund Management
Connecticut
– -$345K -3,716 Closed
KWM
181
Kingsview Wealth Management
Oregon
– -$337K -3,630 Closed
CCM
182
Coldstream Capital Management
Washington
– -$255K -2,745 Closed
IC
183
Innealta Capital
Texas
– -$244K -2,629 Closed
ATFA
184
All Terrain Financial Advisors
Minnesota
– -$232K -2,505 Closed
FMBTD
185
First Midwest Bank Trust Division
Illinois
– -$232K -2,503 Closed
M&T Bank
186
M&T Bank
New York
– -$224K -2,420 Closed
I
187
IberiaBank
Louisiana
– -$203K -2,189 Closed
TSS
188
Two Sigma Securities
New York
– -$201K -2,171 Closed
PAG
189
Private Advisor Group
New Jersey
– -$201K -2,168 Closed
SWM
190
SeaCrest Wealth Management
New York
– -$72K -779 Closed
WA
191
WP Advisors
California
– -$452 -487 Closed
AA
192
Advisory Alpha
Michigan
– -$14.5K -153 Closed
KL
193
KWMG LLC
Kansas
– -$14K -152 Closed
AWM
194
Aevitas Wealth Management
Massachusetts
– -$13K -141 Closed
Simplex Trading
195
Simplex Trading
Illinois
– -$3K -33 Closed
S
196
SignatureFD
Georgia
– -$3K -31 Closed
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