iShares Micro-Cap ETF
116 hedge funds and large institutions have $362M invested in iShares Micro-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 5 closing their positions.
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
67% more call options, than puts
Call options by funds: $514K | Put options by funds: $308K
63% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 27
24% more capital invested
Capital invested by funds: $291M → $362M (+$71.3M)
20% more funds holding
Funds holding: 97 → 116 (+19)
0.92% more ownership
Funds ownership: 45.33% → 46.24% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$14.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.46M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.82M |
| 5 |
Jane Street
New York
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$9.91M |
| 2 |
CBU
CIBC Bank USA
Chicago,
Illinois
|
-$2.63M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$1.3M |
| 4 |
CCM
Connective Capital Management
Palo Alto,
California
|
-$1.27M |
| 5 |
FIMS
FBL Investment Management Services
West Des Moines,
Iowa
|
-$1.2M |
IWC Hedge Fund Activity: Q3 2013 in Review
116 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q3 2013, worth a combined $362M — up 24% from $291M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IWC positions and 5 closed out — a net gain of 21 holders — while 44 added to existing stakes and 27 trimmed.
The largest buyer was QS Investors, adding an estimated $14.1M. The largest seller was Goldman Sachs, cutting an estimated $9.91M.
- 116 institutional investors held iShares Micro-Cap ETF (IWC) as of Q3 2013, up from 97 in Q2 2013.
- Funds reported $362M of iShares Micro-Cap ETF stock for Q3 2013, up 24% quarter-over-quarter.
- 26 funds opened new iShares Micro-Cap ETF positions in Q3 2013 and 5 closed out, a net change of +21 holders.
- The largest iShares Micro-Cap ETF buyer in Q3 2013 was QS Investors, an estimated $14.1M added.
- The largest iShares Micro-Cap ETF seller in Q3 2013 was Goldman Sachs, an estimated $9.91M sold.
Based on aggregated 13F filings for Q3 2013.