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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $454M invested in iShares Micro-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+17
Holders Change %
+10%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
51
Reduced
62
Closed
13
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$617K

Top Buyers

1
AA
Alesco Advisors
New York
+$13.4M
2
Fidelity International
Fidelity International
Bermuda
+$4.98M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.33M
4
FAAS
First Allied Advisory Services
California
+$2.57M
5
LI
LVZ Inc
Michigan
+$2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.57M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.54M
3
Wells Fargo
Wells Fargo
California
-$1.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.89M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Advisornet Financial
Minnesota
$5K +$98 +1 +2%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$5K +$2.76K +27 +123%
CAAS
178
Capital Asset Advisory Services
Michigan
$4K +$4K +38 New
GI
179
Gradient Investments
Minnesota
$3K – – –
RFA
180
Reilly Financial Advisors
California
$2K -$800 -8 -29%
THWM
181
Taylor Hoffman Wealth Management
Virginia
$2K – – –
VFA
182
Valeo Financial Advisors
Indiana
$1K – – –
Toronto Dominion Bank
183
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +6 New
DI
184
Disciplined Investments
Oklahoma
$1K +$1K +7 New
KCM
185
Kennedy Capital Management
Missouri
– -$948K -10,752 Closed
SWA
186
Stratos Wealth Advisors
Ohio
– -$707K -8,026 Closed
MWC
187
MBM Wealth Consultants
Missouri
– -$629K -7,130 Closed
MML Investors Services
188
MML Investors Services
Massachusetts
– -$514K -5,833 Closed
Axa
189
Axa
France
– -$324K -3,680 Closed
CL
190
Choreo LLC
Illinois
– -$229K -2,598 Closed
PA
191
Paracle Advisors
Washington
– -$224K -2,550 Closed
AIC
192
Ameritas Investment Company
Nebraska
– -$42K -475 Closed
AIC
193
Archer Investment Corporation
Indiana
– -$26K -300 Closed
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
– -$22K -250 Closed
RFWA
195
RPg Family Wealth Advisory
Massachusetts
– -$11.5K -130 Closed
IA
196
IFP Advisors
Florida
– -$8K -94 Closed
CFGS
197
Concourse Financial Group Securities
Alabama
– -$2K -24 Closed
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