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iShares Micro-Cap ETF
IWC

Overview Fund Activity

124 hedge funds and large institutions have $478M invested in iShares Micro-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-11
Holders Change %
-8.15%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
44
Reduced
43
Closed
17
Calls
$22.1M
Puts
$31.8M
Net Calls
-$9.72M
Net Calls Change
-$11.8M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$10.7M
2
Wells Fargo
Wells Fargo
California
$41.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.02M
4
CSIA
Charles Schwab Investment Advisory
California
$41M
5
TDC
Thompson Davis & Co
Virginia
$1.81M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$34.1M
2
BTS
BB&T Securities
Virginia
$13.6M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.24M
4
TC
Telemus Capital
Michigan
$0
5
Bank of America
Bank of America
North Carolina
$42.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.8M -$2.33M -33,546 -5%
Wells Fargo
2
Wells Fargo
California
$41.6M +$4.19M +60,314 +11%
CSIA
3
Charles Schwab Investment Advisory
California
$41M +$2.7M +38,789 +7%
RIG
4
RiverFront Investment Group
Virginia
$34.1M -$31.6M -455,036 -48%
Goldman Sachs
5
Goldman Sachs
New York
$30.3M +$307K +4,412 +1%
QI
6
QS Investors
New York
$28.1M +$469K +6,748 +2%
U
7
UBS
Switzerland
$17.6M -$681K -9,793 -4%
EA
8
Efficient Advisors
Ohio
$16.9M +$286K +4,108 +2%
Morgan Stanley
9
Morgan Stanley
New York
$13.9M +$658K +9,468 +5%
BTS
10
BB&T Securities
Virginia
$13.6M -$11.7M -16,765 -46%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$12.4M +$839K +12,074 +7%
RC
12
RegentAtlantic Capital
New Jersey
$11.8M -$261K -3,759 -2%
Creative Planning
13
Creative Planning
Kansas
$10.7M +$8.63M +124,085 +418%
BFPW
14
BOK Financial Private Wealth
Colorado
$9.46M -$19.7K -283 -0.2%
MAA
15
Managed Account Advisors
New Jersey
$8.68M -$61.7K -888 -0.7%
AA
16
Alesco Advisors
New York
$8.04M +$361K +5,188 +5%
OCM
17
One Capital Management
California
$7.81M +$52.6K +757 +0.7%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$7.58M +$766K +11,019 +11%
Citigroup
19
Citigroup
New York
$7.31M -$93.1K -1,339 -1%
CBU
20
CIBC Bank USA
Illinois
$6.62M +$36.9K +530 +0.6%
HSA
21
HBK Sorce Advisory
Pennsylvania
$6.36M -$89.5K -1,288 -1%
MBT
22
Monroe Bank & Trust
Michigan
$6.3M +$48.9K +703 +0.8%
RJA
23
Raymond James & Associates
Florida
$5.01M -$1.27M -18,327 -20%
DY
24
Dowling & Yahnke
California
$4.63M -$99.1K -1,425 -2%
TH
25
Timber Hill
Connecticut
$4.13M +$988K +14,204 +31%
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