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iShares Micro-Cap ETF
IWC

Overview Fund Activity

163 hedge funds and large institutions have $306M invested in iShares Micro-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-24
Holders Change %
-12.83%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
43
Reduced
59
Closed
41
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$887K

Top Buyers

1
HHGA
Halbert Hargrove Global Advisors
California
+$13M
2
MFM
MD Financial Management
Ontario, Canada
+$4.27M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.78M
4
EWM
Empirical Wealth Management
Washington
+$3.45M
5
CG
Cutler Group
California
+$2.78M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.69M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$4.63M
3
FMC
First Merchants Corp
Indiana
-$4.08M
4
RJA
Raymond James & Associates
Florida
-$3.9M
5
PA
Parkside Advisors
California
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
176
Frontier Wealth Management
Missouri
– -$321K -3,230 Closed
EWM
177
Evermay Wealth Management
Virginia
– -$304K -3,054 Closed
BJ
178
Brouwer & Janachowski
California
– -$273K -2,747 Closed
ACI
179
Alpha Cubed Investments
California
– -$270K -2,718 Closed
EA
180
Elm Advisors
California
– -$262K -2,638 Closed
GPA
181
Garrison Point Advisors
California
– -$254K -2,550 Closed
JC
182
Jentner Corp
Ohio
– -$245K -2,466 Closed
Stifel Financial
183
Stifel Financial
Missouri
– -$242K -2,456 Closed
SWP
184
Stratos Wealth Partners
Ohio
– -$243K -2,444 Closed
WA
185
WP Advisors
California
– -$224K -2,247 Closed
OFG
186
Omega Financial Group
California
– -$223K -2,245 Closed
MSAM
187
Moloney Securities Asset Management
Missouri
– -$210K -2,115 Closed
LB
188
Legacy Bridge
Iowa
– -$191K -1,920 Closed
GEA
189
Glen Eagle Advisors
New Jersey
– -$89K -895 Closed
BUB
190
BBVA USA Bancshares
Texas
– -$69K -697 Closed
PA
191
Procyon Advisors
Connecticut
– -$36K -360 Closed
UBS AM
192
UBS AM
Illinois
– -$29.1K -292 Closed
SIC
193
Samalin Investment Counsel
New York
– -$16K -162 Closed
NFG
194
Next Financial Group
Texas
– -$13K -135 Closed
OPS
195
Orion Portfolio Solutions
Nebraska
– -$9K -93 Closed
IFWM
196
Institute for Wealth Management
Colorado
– -$7K -67 Closed
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
– -$5K -49 Closed
TRCT
198
Tower Research Capital (TRC)
New York
– -$5K -46 Closed
THWM
199
Taylor Hoffman Wealth Management
Virginia
– -$2K -20 Closed
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