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iShares Micro-Cap ETF
IWC

Overview Fund Activity

130 hedge funds and large institutions have $593M invested in iShares Micro-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
3.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
15
Increased
51
Reduced
40
Closed
21
Calls
$711K
Puts
$1.96M
Net Calls
-$1.25M
Net Calls Change
-$2.17M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$71M
2
BTS
BB&T Securities
Virginia
$23.6M
3
Bank of America
Bank of America
North Carolina
$53.3M
4
U
UBS
Switzerland
$20.8M
5
Goldman Sachs
Goldman Sachs
New York
$33.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.9M
2
JG
Jefferies Group
New York
$0
3
TCM
Twele Capital Management
Minnesota
$652K
4
TC
Telemus Capital
Michigan
$7.15M
5
MCM
Munder Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$71M +$71M +918,548 New
Bank of America
2
Bank of America
North Carolina
$53.3M +$11.5M +148,449 +27%
Wells Fargo
3
Wells Fargo
California
$41.7M +$5.77M +74,709 +16%
CSIA
4
Charles Schwab Investment Advisory
California
$40.5M +$582K +7,529 +1%
Goldman Sachs
5
Goldman Sachs
New York
$33.4M +$7.85M +101,548 +31%
QI
6
QS Investors
New York
$24.8M +$5.72M +74,058 +30%
Citigroup
7
Citigroup
New York
$23.9M +$62.6K +810 +0.3%
BTS
8
BB&T Securities
Virginia
$23.6M +$23.6M +30,580 New
Morgan Stanley
9
Morgan Stanley
New York
$20.9M +$6.89M +89,100 +49%
U
10
UBS
Switzerland
$20.8M +$8.59M +111,068 +70%
EA
11
Efficient Advisors
Ohio
$18.7M -$118K -1,533 -0.6%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$16.9M -$13.6M -175,571 -44%
RC
13
RegentAtlantic Capital
New Jersey
$13.7M -$361K -4,671 -3%
BFPW
14
BOK Financial Private Wealth
Colorado
$10.4M -$352K -4,551 -3%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$10M -$457K -5,907 -4%
MAA
16
Managed Account Advisors
New Jersey
$9.99M +$276K +3,573 +3%
OCM
17
One Capital Management
California
$8.49M +$8.49M +109,765 New
HSA
18
HBK Sorce Advisory
Pennsylvania
$7.74M -$373K -4,824 -5%
AA
19
Alesco Advisors
New York
$7.64M +$158K +2,050 +2%
LPL Financial
20
LPL Financial
California
$7.23M -$846K -10,944 -10%
TC
21
Telemus Capital
Michigan
$7.15M -$4.45M -57,578 -38%
MBT
22
Monroe Bank & Trust
Michigan
$6.91M -$231K -2,982 -3%
RJA
23
Raymond James & Associates
Florida
$6.8M +$5.97M +77,190 +719%
CBU
24
CIBC Bank USA
Illinois
$5.72M +$1.36M +17,605 +31%
DY
25
Dowling & Yahnke
California
$5.27M -$82.7K -1,070 -2%
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