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iShares Micro-Cap ETF
IWC

Overview Fund Activity

139 hedge funds and large institutions have $533M invested in iShares Micro-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-10
Holders Change %
-6.71%
% of All Funds
3.71%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
16
Increased
50
Reduced
49
Closed
23
Calls
$5.8M
Puts
$2.48M
Net Calls
+$3.32M
Net Calls Change
-$7.5M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.5M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$8.36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.69M
4
CS
Credit Suisse
Switzerland
$6.97M
5
PCM
Price Capital Management
Louisiana
$6.96M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
BTS
BB&T Securities
Virginia
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01M
4
RJA
Raymond James & Associates
Florida
$2.11M
5
GI
Glovista Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$49.7M +$735K +9,296 +2%
Bank of America
2
Bank of America
North Carolina
$47.8M -$5.43M -68,612 -10%
QI
3
QS Investors
New York
$45.4M -$1.05M -13,229 -2%
Wells Fargo
4
Wells Fargo
California
$44.3M +$387K +4,897 +0.9%
Creative Planning
5
Creative Planning
Kansas
$21.6M +$5.56M +70,367 +35%
EA
6
Efficient Advisors
Ohio
$19.6M +$274K +3,460 +1%
Morgan Stanley
7
Morgan Stanley
New York
$15.8M -$182K -2,297 -1%
Goldman Sachs
8
Goldman Sachs
New York
$14.5M -$953K -12,051 -6%
UBS Group
9
UBS Group
Switzerland
$13.9M +$869K +10,993 +7%
RC
10
RegentAtlantic Capital
New Jersey
$13.2M -$120K -1,521 -0.9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$12.5M +$12.5M +158,006 New
AA
12
Alesco Advisors
New York
$11.2M +$349K +4,416 +3%
OCM
13
One Capital Management
California
$10.2M +$895K +11,317 +10%
BFPW
14
BOK Financial Private Wealth
Colorado
$10.2M -$666K -8,416 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.46M -$1.59M -20,135 -14%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$9.33M +$566K +7,163 +6%
MAA
17
Managed Account Advisors
New Jersey
$9.2M +$174K +2,200 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.69M +$7.16M +90,599 +470%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$8.36M +$7.58M +95,833 +969%
Citigroup
20
Citigroup
New York
$8.35M +$70.9K +897 +0.9%
CS
21
Credit Suisse
Switzerland
$6.97M +$6.97M +88,124 New
PCM
22
Price Capital Management
Louisiana
$6.96M +$6.96M +88,000 New
MBT
23
Monroe Bank & Trust
Michigan
$6.96M -$33.5K -424 -0.5%
HSA
24
HBK Sorce Advisory
Pennsylvania
$6.94M +$18.5K +234 +0.3%
CBU
25
CIBC Bank USA
Illinois
$6.02M -$324K -4,092 -5%
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