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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $412M 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.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
4.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
31
Increased
50
Reduced
65
Closed
26
Calls
$206K
Puts
–
Net Calls
+$206K
Net Calls Change
-$177K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$10.7M
2
HHGA
Halbert Hargrove Global Advisors
California
+$6.27M
3
CA
Cumberland Advisors
Florida
+$4.62M
4
WA
WP Advisors
California
+$3.86M
5
EWM
Empirical Wealth Management
Washington
+$3.5M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$7.27M
2
CIM
Cambria Investment Management
California
-$6.43M
3
BAAM
Baker Avenue Asset Management
California
-$6.21M
4
Bank of America
Bank of America
North Carolina
-$5.03M
5
Wells Fargo
Wells Fargo
California
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
201
Rehmann Capital Advisory Group
Michigan
– -$219K -2,062 Closed
PAG
202
Private Advisor Group
New Jersey
– -$214K -2,016 Closed
PWM
203
Perigon Wealth Management
California
– -$211K -1,984 Closed
HA
204
Harborview Advisors
Maine
– -$201K -1,888 Closed
DWM
205
Destination Wealth Management
California
– -$156K -1,472 Closed
FHA
206
Flagship Harbor Advisors
Massachusetts
– -$85K -816 Closed
CCS
207
Crosspoint Capital Strategies
California
– -$17K -159 Closed
CAG
208
Csenge Advisory Group
Florida
– -$6K -73 Closed
GP
209
Girard Partners
Pennsylvania
– -$7K -65 Closed
TC
210
Trilogy Capital
California
– -$6K -57 Closed
MCM
211
Monument Capital Management
Virginia
– -$1K -14 Closed
5 6 7 8
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