iShares Micro-Cap ETF
143 hedge funds and large institutions have $421M invested in iShares Micro-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 58 reducing their positions, and 16 closing their positions.
63% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 16
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more capital invested
Capital invested by funds: $397M → $421M (+$23.6M)
5% more funds holding
Funds holding: 136 → 143 (+7)
2.44% less ownership
Funds ownership: 51.75% → 49.31% (-2.4%)
34% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 58
59% less call options, than puts
Call options by funds: $481K | Put options by funds: $1.18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.22M |
| 3 |
Morgan Stanley
New York
|
+$1.99M |
| 4 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$1.67M |
| 5 |
AC
AFAM Capital
Austin,
Texas
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.63M |
| 2 |
AA
Alesco Advisors
Pittsford,
New York
|
-$3.99M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.9M |
| 4 |
SG Americas Securities
New York
|
-$3.75M |
| 5 |
QI
QS Investors
New York
|
-$3.32M |
IWC Hedge Fund Activity: Q4 2016 in Review
143 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q4 2016, worth a combined $421M — up 5.9% from $397M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IWC positions and 16 closed out — a net gain of 10 holders — while 38 added to existing stakes and 58 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $10.3M. The largest seller was Royal Bank of Canada, cutting an estimated $9.63M.
- 143 institutional investors held iShares Micro-Cap ETF (IWC) as of Q4 2016, up from 136 in Q3 2016.
- Funds reported $421M of iShares Micro-Cap ETF stock for Q4 2016, up 5.9% quarter-over-quarter.
- 26 funds opened new iShares Micro-Cap ETF positions in Q4 2016 and 16 closed out, a net change of +10 holders.
- The largest iShares Micro-Cap ETF buyer in Q4 2016 was Commonwealth Equity Services, an estimated $10.3M added.
- The largest iShares Micro-Cap ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $9.63M sold.
Based on aggregated 13F filings for Q4 2016.