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iShares Micro-Cap ETF
IWC

Overview Fund Activity

136 hedge funds and large institutions have $397M invested in iShares Micro-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
–
Holders Change %
0%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
10
Increased
49
Reduced
49
Closed
7
Calls
$476K
Puts
$2.19M
Net Calls
-$1.72M
Net Calls Change
-$1.09M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.79M
3
QI
3
QS Investors
New York
$45.8M
4
SG Americas Securities
4
SG Americas Securities
New York
$3.75M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.82M

Top Sellers

1
Citigroup
1
Citigroup
New York
$117K
2
Bank of America
2
Bank of America
North Carolina
$24.5M
3
AA
3
Alesco Advisors
New York
$14.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.39M
5
Wells Fargo
5
Wells Fargo
California
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$52.2M -$706K -9,051 -1%
QI
2
QS Investors
New York
$45.8M +$2.36M +30,225 +5%
Wells Fargo
3
Wells Fargo
California
$27.6M -$2.04M -26,097 -7%
Bank of America
4
Bank of America
North Carolina
$24.5M -$5.43M -69,570 -18%
EA
5
Efficient Advisors
Ohio
$18.6M -$609K -7,801 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14.9M +$6.13M +78,536 +70%
AA
7
Alesco Advisors
New York
$14.4M -$2.3M -29,472 -14%
Morgan Stanley
8
Morgan Stanley
New York
$13.4M +$233K +2,993 +2%
OCM
9
One Capital Management
California
$12.3M +$136K +1,743 +1%
RC
10
RegentAtlantic Capital
New Jersey
$11.8M -$76.1K -976 -0.6%
BFPW
11
BOK Financial Private Wealth
Colorado
$10.7M -$839K -10,754 -7%
DY
12
Dowling & Yahnke
California
$9.84M -$795K -10,195 -7%
Creative Planning
13
Creative Planning
Kansas
$9.15M -$349K -4,475 -4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$8.52M +$1.29M +16,512 +18%
MBT
15
Monroe Bank & Trust
Michigan
$8M +$436K +5,912 +6%
SAM
16
Silvercrest Asset Management
New York
$5.81M -$17.6K -225 -0.3%
PP
17
Pegasus Partners
Wisconsin
$4.73M +$749K +9,604 +19%
UBS Group
18
UBS Group
Switzerland
$4.7M -$897K -11,499 -16%
Charles Schwab
19
Charles Schwab
California
$4.67M -$124K -1,594 -3%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$4.65M -$198K -2,535 -4%
WMG
21
WESCAP Management Group
California
$4.16M -$380K -4,876 -8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.79M +$2.47M +31,642 +186%
SG Americas Securities
23
SG Americas Securities
New York
$3.75M +$2.1M +26,966 +128%
PA
24
Parkside Advisors
California
$3.65M -$104K -1,332 -3%
JWS
25
Juncture Wealth Strategies
Arizona
$3.49M +$171K +2,197 +5%
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