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iShares Micro-Cap ETF
IWC

97 hedge funds and large institutions have $643M invested in iShares Micro-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 97 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.34% more ownership

Funds ownership: 0% → 46.34% (+46%)

Holders
97
Holders Change
+97
Holders Change %
–
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
97
Increased
–
Reduced
–
Closed
–
Calls
$1.04M
Puts
–
Net Calls
+$1.04M
Net Calls Change
+$1.04M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1
JOYN Advisors
Georgia
$346M – – –
CSIA
2
Charles Schwab Investment Advisory
California
$31.5M +$30.5M +510,838 New
Bank of America
3
Bank of America
North Carolina
$27M +$26.1M +437,499 New
QI
4
QS Investors
New York
$22.3M +$20.4M +342,212 New
Wells Fargo
5
Wells Fargo
California
$18.1M +$17.5M +292,901 New
Goldman Sachs
6
Goldman Sachs
New York
$17.3M +$16.8M +280,542 New
EA
7
Efficient Advisors
Ohio
$15.5M +$15M +250,871 New
MAA
8
Managed Account Advisors
New Jersey
$13.8M +$13.4M +223,496 New
HSA
9
HBK Sorce Advisory
Pennsylvania
$12.9M +$12.5M +209,742 New
RC
10
RegentAtlantic Capital
New Jersey
$11.8M +$11.4M +191,612 New
JP Morgan Chase
11
JP Morgan Chase
New York
$9.83M +$9.52M +159,308 New
BFPW
12
BOK Financial Private Wealth
Colorado
$9.2M +$8.9M +149,054 New
JMPWA
13
JP Morgan Private Wealth Advisors
California
$8.12M +$7.86M +131,526 New
U
14
UBS
Switzerland
$7.86M +$7.6M +127,273 New
Morgan Stanley
15
Morgan Stanley
New York
$6.7M +$6.48M +108,503 New
Citigroup
16
Citigroup
New York
$6.22M +$6.02M +100,799 New
AA
17
Alesco Advisors
New York
$6.13M +$5.93M +99,243 New
MBT
18
Monroe Bank & Trust
Michigan
$5.4M +$5.23M +87,477 New
DY
19
Dowling & Yahnke
California
$4.83M +$4.67M +78,235 New
CBU
20
CIBC Bank USA
Illinois
$4.63M +$4.48M +75,056 New
TCM
21
Twele Capital Management
Minnesota
$4.17M +$4.04M +67,572 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$3.67M +$3.56M +59,531 New
CCM
23
Connective Capital Management
California
$3.09M +$2.99M +50,071 New
LPL Financial
24
LPL Financial
California
$3.05M +$2.95M +49,345 New
TFA
25
Toth Financial Advisory
Virginia
$2.94M +$2.84M +47,559 New
1
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IWC Hedge Fund Activity: Q2 2013 in Review

97 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q2 2013, worth a combined $643M.

Buyers outnumbered sellers: 97 funds opened new IWC positions and 0 closed out — a net gain of 97 holders — while 0 added to existing stakes and 0 trimmed.

  • 97 institutional investors held iShares Micro-Cap ETF (IWC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $643M of iShares Micro-Cap ETF stock for Q2 2013.
  • 97 funds opened new iShares Micro-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +97 holders.

Based on aggregated 13F filings for Q2 2013.