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iShares Micro-Cap ETF

136 hedge funds and large institutions have $372M invested in iShares Micro-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

9% more funds holding

Funds holding: 125136 (+11)

5% more capital invested

Capital invested by funds: $355M → $372M (+$16.6M)

0.78% more ownership

Funds ownership: 52.04%52.82% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

36% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.77M

Holders
136
Holders Change
+11
Holders Change %
+8.8%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
37
Reduced
49
Closed
7
Calls
$1.14M
Puts
$1.77M
Net Calls
-$630K
Net Calls Change
-$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$48M +$992K +14,206 +2%
QI
2
QS Investors
New York
$39.4M +$12M +171,189 +44%
Bank of America
3
Bank of America
North Carolina
$27.1M -$2.3M -32,914 -8%
Wells Fargo
4
Wells Fargo
California
$26.9M -$2.37M -33,900 -8%
EA
5
Efficient Advisors
Ohio
$17.4M -$180K -2,583 -1%
AA
6
Alesco Advisors
New York
$15.1M +$58.5K +838 +0.4%
Morgan Stanley
7
Morgan Stanley
New York
$11.9M -$1.07M -15,307 -8%
OCM
8
One Capital Management
California
$11M -$191K -2,728 -2%
RC
9
RegentAtlantic Capital
New Jersey
$10.7M -$473K -6,780 -4%
BFPW
10
BOK Financial Private Wealth
Colorado
$10.5M -$1.01M -14,447 -9%
DY
11
Dowling & Yahnke
California
$9.64M +$296K +4,245 +3%
Creative Planning
12
Creative Planning
Kansas
$8.61M -$1.16M -16,652 -12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.96M -$7.18M -102,782 -48%
MBT
14
Monroe Bank & Trust
Michigan
$7.26M +$932K +13,345 +15%
Citigroup
15
Citigroup
New York
$7.19M -$73.8K -1,057 -1%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$6.55M +$2.16M +30,862 +50%
SAM
17
Silvercrest Asset Management
New York
$5.28M -$125K -1,795 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$5.14M +$1.49M +21,385 +42%
UBS Group
19
UBS Group
Switzerland
$5.07M -$175K -2,503 -3%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$4.39M -$5.18M -74,199 -54%
Charles Schwab
21
Charles Schwab
California
$4.35M -$30.9K -442 -0.7%
WMG
22
WESCAP Management Group
California
$4.12M -$687K -9,831 -14%
PP
23
Pegasus Partners
Wisconsin
$3.6M +$63.4K +908 +2%
PA
24
Parkside Advisors
California
$3.4M -$115K -1,647 -3%
JWS
25
Juncture Wealth Strategies
Arizona
$3.01M +$262K +3,750 +10%

IWC Hedge Fund Activity: Q2 2016 in Review

136 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q2 2016, worth a combined $372M — up 4.7% from $355M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IWC positions and 7 closed out — a net gain of 12 holders — while 37 added to existing stakes and 49 trimmed.

The largest buyer was QS Investors, adding an estimated $12M. The largest seller was Royal Bank of Canada, cutting an estimated $7.18M.

  • 136 institutional investors held iShares Micro-Cap ETF (IWC) as of Q2 2016, up from 125 in Q1 2016.
  • Funds reported $372M of iShares Micro-Cap ETF stock for Q2 2016, up 4.7% quarter-over-quarter.
  • 19 funds opened new iShares Micro-Cap ETF positions in Q2 2016 and 7 closed out, a net change of +12 holders.
  • The largest iShares Micro-Cap ETF buyer in Q2 2016 was QS Investors, an estimated $12M added.
  • The largest iShares Micro-Cap ETF seller in Q2 2016 was Royal Bank of Canada, an estimated $7.18M sold.

Based on aggregated 13F filings for Q2 2016.