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iShares Micro-Cap ETF
IWC

Overview Fund Activity

135 hedge funds and large institutions have $529M invested in iShares Micro-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-4
Holders Change %
-2.88%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.22%
New
10
Increased
48
Reduced
50
Closed
12
Calls
$1.13M
Puts
$954K
Net Calls
+$171K
Net Calls Change
-$3.15M

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$9.84M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$11.6M
3
QI
3
QS Investors
New York
$49.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.6M
5
CIM
5
Cambria Investment Management
California
$2.77M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
JG
3
Jefferies Group
New York
$0
4
TFA
4
Transamerica Financial Advisors
Florida
$137K
5
TA
5
Teachers Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$51M -$231K -2,838 -0.5%
Bank of America
2
Bank of America
North Carolina
$49.9M +$549K +6,734 +1%
QI
3
QS Investors
New York
$49.5M +$2.73M +33,438 +6%
Wells Fargo
4
Wells Fargo
California
$45.2M -$426K -5,228 -0.9%
Creative Planning
5
Creative Planning
Kansas
$22M -$259K -3,182 -1%
EA
6
Efficient Advisors
Ohio
$19.8M -$419K -5,138 -2%
Morgan Stanley
7
Morgan Stanley
New York
$17.6M +$1.28M +15,732 +8%
Goldman Sachs
8
Goldman Sachs
New York
$14.9M -$66.4K -815 -0.4%
UBS Group
9
UBS Group
Switzerland
$14.6M +$189K +2,319 +1%
RC
10
RegentAtlantic Capital
New Jersey
$13.5M -$81.7K -1,002 -0.6%
AA
11
Alesco Advisors
New York
$12.3M +$806K +9,883 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.6M +$2.68M +32,930 +30%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$11.6M +$3.03M +37,107 +35%
OCM
14
One Capital Management
California
$11.6M +$1.04M +12,783 +10%
BFPW
15
BOK Financial Private Wealth
Colorado
$10.6M +$33.7K +413 +0.3%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$9.89M +$274K +3,355 +3%
CCMG
17
Clark Capital Management Group
Pennsylvania
$9.84M +$4.52M +55,399 +85%
MAA
18
Managed Account Advisors
New Jersey
$9.45M -$36.3K -445 -0.4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.57M -$1.18M -14,520 -12%
Citigroup
20
Citigroup
New York
$8.56M -$49.4K -606 -0.6%
MBT
21
Monroe Bank & Trust
Michigan
$7.18M +$10.3K +126 +0.1%
HSA
22
HBK Sorce Advisory
Pennsylvania
$7.01M -$137K -1,676 -2%
CBU
23
CIBC Bank USA
Illinois
$6.18M -$29.8K -365 -0.5%
DY
24
Dowling & Yahnke
California
$5.48M -$66.4K -815 -1%
TFA
25
Toth Financial Advisory
Virginia
$4.59M +$499K +6,124 +12%
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