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iShares Micro-Cap ETF
IWC

Overview Fund Activity

135 hedge funds and large institutions have $570M invested in iShares Micro-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
17
Increased
44
Reduced
43
Closed
11
Calls
$5.2M
Puts
$3.15M
Net Calls
+$2.05M
Net Calls Change
+$3.3M

Top Buyers

1
QI
QS Investors
New York
$30.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$7.46M
3
BTS
BB&T Securities
Virginia
$27.6M
4
TH
Timber Hill
Connecticut
$3.44M
5
FAAM
First Allied Asset Management
California
$3.36M

Top Sellers

1
Citigroup
Citigroup
New York
$8.11M
2
Morgan Stanley
Morgan Stanley
New York
$14.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.6M
4
LPL Financial
LPL Financial
California
$3.55M
5
FIG
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$72M +$2.07M +27,195 +3%
Bank of America
2
Bank of America
North Carolina
$49.4M -$3.09M -40,628 -6%
CSIA
3
Charles Schwab Investment Advisory
California
$41.9M +$2.07M +27,169 +5%
Wells Fargo
4
Wells Fargo
California
$40.9M -$185K -2,436 -0.5%
Goldman Sachs
5
Goldman Sachs
New York
$32.9M -$15.7K -206 -0%
QI
6
QS Investors
New York
$30.2M +$5.78M +75,970 +24%
BTS
7
BB&T Securities
Virginia
$27.6M +$4.34M +5,701 +19%
U
8
UBS
Switzerland
$20M -$505K -6,638 -2%
EA
9
Efficient Advisors
Ohio
$18.2M -$249K -3,273 -1%
Morgan Stanley
10
Morgan Stanley
New York
$14.5M -$6.12M -80,344 -30%
RC
11
RegentAtlantic Capital
New Jersey
$13.2M -$254K -3,338 -2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$12.6M -$4.08M -53,600 -24%
BFPW
13
BOK Financial Private Wealth
Colorado
$10.4M +$141K +1,856 +1%
MAA
14
Managed Account Advisors
New Jersey
$9.58M -$257K -3,373 -3%
OCM
15
One Capital Management
California
$8.49M +$138K +1,810 +2%
AA
16
Alesco Advisors
New York
$8.41M +$889K +11,685 +12%
Citigroup
17
Citigroup
New York
$8.11M -$15.4M -202,396 -66%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$8.08M -$1.76M -23,186 -18%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$7.46M +$4.88M +64,113 +189%
CBU
20
CIBC Bank USA
Illinois
$7.2M +$1.57M +20,592 +28%
HSA
21
HBK Sorce Advisory
Pennsylvania
$7.06M -$554K -7,272 -7%
RJA
22
Raymond James & Associates
Florida
$6.88M +$188K +2,475 +3%
MBT
23
Monroe Bank & Trust
Michigan
$6.84M +$39K +513 +0.6%
DY
24
Dowling & Yahnke
California
$5.18M -$11.4K -150 -0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.9M +$1.42M +18,704 +41%
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