IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

134 hedge funds and large institutions have $445M invested in iShares Micro-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
49
Reduced
41
Closed
15
Calls
$5.24M
Puts
$5.38M
Net Calls
-$136K
Net Calls Change
-$157K

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$5.56M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.87M
3
WA
3
Waverly Advisors
Alabama
$2.94M
4
PP
4
Pegasus Partners
Wisconsin
$2.94M
5
DY
5
Dowling & Yahnke
California
$7.73M

Top Sellers

1
QI
1
QS Investors
New York
$31.8M
2
Wells Fargo
2
Wells Fargo
California
$35.1M
3
TFA
3
Transamerica Financial Advisors
Florida
$0
4
UOC
4
UBS O'Connor
Illinois
$2.57M
5
Bank of America
5
Bank of America
North Carolina
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$48.8M -$2.75M -38,167 -5%
CSIA
2
Charles Schwab Investment Advisory
California
$46.1M +$791K +10,971 +2%
Wells Fargo
3
Wells Fargo
California
$35.1M -$4.97M -68,865 -12%
QI
4
QS Investors
New York
$31.8M -$12.4M -171,336 -28%
Creative Planning
5
Creative Planning
Kansas
$26M -$1.48M -20,590 -5%
EA
6
Efficient Advisors
Ohio
$17.4M +$71.2K +988 +0.4%
Goldman Sachs
7
Goldman Sachs
New York
$14.7M +$55.9K +776 +0.4%
Morgan Stanley
8
Morgan Stanley
New York
$14.1M -$1.06M -14,642 -7%
UBS Group
9
UBS Group
Switzerland
$12.8M -$69.1K -958 -0.5%
AA
10
Alesco Advisors
New York
$12.2M +$731K +10,132 +6%
BFPW
11
BOK Financial Private Wealth
Colorado
$11.7M +$1.36M +18,855 +13%
RC
12
RegentAtlantic Capital
New Jersey
$11.5M -$289K -4,010 -2%
OCM
13
One Capital Management
California
$11.2M -$173K -2,300 -2%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$9.37M +$346K +4,793 +4%
DY
15
Dowling & Yahnke
California
$7.73M +$2.62M +36,275 +51%
Citigroup
16
Citigroup
New York
$7.56M -$12K -167 -0.2%
MBT
17
Monroe Bank & Trust
Michigan
$6.34M +$64.2K +890 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.2M -$1.88M -26,118 -23%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.87M +$3.57M +49,515 +155%
SAM
20
Silvercrest Asset Management
New York
$5.56M +$5.56M +77,175 New
CBU
21
CIBC Bank USA
Illinois
$5.02M -$136K -1,890 -3%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$4.42M +$554K +7,677 +14%
Charles Schwab
23
Charles Schwab
California
$4.03M +$220K +3,049 +6%
TFA
24
Toth Financial Advisory
Virginia
$3.82M -$242K -3,362 -6%
PA
25
Parkside Advisors
California
$3.38M -$4.67K -67 -0.1%
1
2 3 4 5