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iShares Micro-Cap ETF
IWC

Overview Fund Activity

136 hedge funds and large institutions have $462M invested in iShares Micro-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+19
Holders Change %
+16.24%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
27
Increased
49
Reduced
38
Closed
7
Calls
$917K
Puts
–
Net Calls
+$917K
Net Calls Change
+$711K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
Citigroup
2
Citigroup
New York
$23.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.8M
4
JG
4
Jefferies Group
New York
$11.9M
5
Wells Fargo
5
Wells Fargo
California
$35M

Top Sellers

1
QI
1
QS Investors
New York
$18.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.18M
3
MAA
3
Managed Account Advisors
New Jersey
$9.44M
4
Jane Street
4
Jane Street
New York
$485K
5
FIMS
5
FBL Investment Management Services
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40.7M +$1.19M +15,846 +3%
CSIA
2
Charles Schwab Investment Advisory
California
$38.8M -$59.6K -794 -0.2%
Wells Fargo
3
Wells Fargo
California
$35M +$6.14M +81,748 +21%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$29.7M +$16.1M +214,872 +119%
Goldman Sachs
5
Goldman Sachs
New York
$24.8M +$15M +200,064 +153%
Citigroup
6
Citigroup
New York
$23.2M +$15.1M +201,137 +188%
QI
7
QS Investors
New York
$18.6M -$23.3M -309,131 -56%
EA
8
Efficient Advisors
Ohio
$18.3M -$349K -4,645 -2%
Morgan Stanley
9
Morgan Stanley
New York
$13.7M +$5.11M +68,069 +60%
RC
10
RegentAtlantic Capital
New Jersey
$13.6M -$381K -5,076 -3%
U
11
UBS
Switzerland
$11.9M +$2.08M +27,708 +21%
JG
12
Jefferies Group
New York
$11.9M +$11.9M +158,341 New
TC
13
Telemus Capital
Michigan
$11.3M +$551K +7,336 +5%
BFPW
14
BOK Financial Private Wealth
Colorado
$10.4M -$237K -3,154 -2%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$10.2M +$270K +3,601 +3%
MAA
16
Managed Account Advisors
New Jersey
$9.44M -$6.02M -80,087 -39%
HSA
17
HBK Sorce Advisory
Pennsylvania
$7.88M +$58.8K +783 +0.8%
LPL Financial
18
LPL Financial
California
$7.85M +$1.38M +18,339 +21%
AA
19
Alesco Advisors
New York
$7.27M +$87.1K +1,160 +1%
MBT
20
Monroe Bank & Trust
Michigan
$6.94M +$174K +2,322 +3%
AP
21
Advisors Preferred
Maryland
$5.97M +$5.97M +79,331 New
DY
22
Dowling & Yahnke
California
$5.2M -$464K -6,172 -8%
TCM
23
Twele Capital Management
Minnesota
$4.97M -$105K -1,393 -2%
CBU
24
CIBC Bank USA
Illinois
$4.24M +$1.6M +21,235 +60%
MOACM
25
Mutual of America Capital Management
New York
$3.99M +$543K +7,216 +16%
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