IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

149 hedge funds and large institutions have $567M invested in iShares Micro-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+25
Holders Change %
+20.16%
% of All Funds
3.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
39
Increased
45
Reduced
42
Closed
13
Calls
$27.1M
Puts
$16.3M
Net Calls
+$10.8M
Net Calls Change
+$20.5M

Top Buyers

1
QI
QS Investors
New York
$45.2M
2
RIG
RiverFront Investment Group
Virginia
$45.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.8M
4
GI
Glovista Investments
New Jersey
$6.78M
5
BTS
BB&T Securities
Virginia
$21.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Wells Fargo
Wells Fargo
California
$42.7M
4
FAAM
First Allied Asset Management
California
$0
5
TH
Timber Hill
Connecticut
$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$51.8M +$4.44M +57,653 +9%
CSIA
2
Charles Schwab Investment Advisory
California
$47.7M +$2.27M +29,483 +5%
RIG
3
RiverFront Investment Group
Virginia
$45.8M +$8.05M +104,512 +21%
QI
4
QS Investors
New York
$45.2M +$14.1M +183,240 +45%
Wells Fargo
5
Wells Fargo
California
$42.7M -$3.3M -42,829 -7%
BTS
6
BB&T Securities
Virginia
$21.4M +$6.4M +8,314 +43%
EA
7
Efficient Advisors
Ohio
$18.9M +$173K +2,249 +0.9%
Creative Planning
8
Creative Planning
Kansas
$15.6M +$3.78M +49,133 +32%
Morgan Stanley
9
Morgan Stanley
New York
$15.6M +$198K +2,571 +1%
Goldman Sachs
10
Goldman Sachs
New York
$15M -$18.6M -241,105 -55%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$13.2M -$499K -6,483 -4%
RC
12
RegentAtlantic Capital
New Jersey
$13M -$99.4K -1,291 -0.8%
UBS Group
13
UBS Group
Switzerland
$12.7M +$12.7M +165,358 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.8M +$7.98M +103,694 +287%
BFPW
15
BOK Financial Private Wealth
Colorado
$10.6M +$132K +1,719 +1%
AA
16
Alesco Advisors
New York
$10.5M +$1.61M +20,950 +18%
RJA
17
Raymond James & Associates
Florida
$10M +$4.49M +58,262 +81%
OCM
18
One Capital Management
California
$9.1M +$456K +5,927 +5%
MAA
19
Managed Account Advisors
New Jersey
$8.79M -$825K -10,721 -9%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$8.53M +$132K +1,719 +2%
JWS
21
Juncture Wealth Strategies
Arizona
$8.07M +$8.07M +104,748 New
Citigroup
22
Citigroup
New York
$8.06M -$38.4K -499 -0.5%
MBT
23
Monroe Bank & Trust
Michigan
$6.81M -$169K -2,193 -2%
GI
24
Glovista Investments
New Jersey
$6.78M +$6.78M +88,053 New
HSA
25
HBK Sorce Advisory
Pennsylvania
$6.73M -$313K -4,061 -4%
1
2 3 4 5