IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

144 hedge funds and large institutions have $421M invested in iShares Micro-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
49
Closed
16
Calls
$578K
Puts
$213K
Net Calls
+$365K
Net Calls Change
+$380K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$35.1M
2
OCM
One Capital Management
California
$13.7M
3
DCM
Driehaus Capital Management
Illinois
$522K
4
LAM
Lapides Asset Management
Connecticut
$1.08M
5
JWS
Juncture Wealth Strategies
Arizona
$5.42M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.47M
3
Citadel Advisors
Citadel Advisors
Florida
$1.89M
4
UBS Group
UBS Group
Switzerland
$6.69M
5
Charles Schwab
Charles Schwab
California
$9.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$51.3M -$1.93M -21,717 -4%
QI
2
QS Investors
New York
$48.6M -$591K -6,649 -1%
Bank of America
3
Bank of America
North Carolina
$35.1M +$3.36M +37,767 +11%
Wells Fargo
4
Wells Fargo
California
$31.4M -$219K -2,460 -0.7%
EA
5
Efficient Advisors
Ohio
$18.3M -$502K -5,642 -3%
Morgan Stanley
6
Morgan Stanley
New York
$16.4M -$1.01M -11,343 -6%
OCM
7
One Capital Management
California
$13.7M +$611K +6,873 +5%
RC
8
RegentAtlantic Capital
New Jersey
$12.6M -$204K -2,290 -2%
AA
9
Alesco Advisors
New York
$11.1M -$97.6K -1,098 -0.9%
BFPW
10
BOK Financial Private Wealth
Colorado
$10.6M -$1.14M -12,783 -10%
DY
11
Dowling & Yahnke
California
$10.4M +$8.63K +97 +0.1%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$10.1M +$282K +3,170 +3%
Creative Planning
13
Creative Planning
Kansas
$9.3M -$747K -8,399 -7%
Charles Schwab
14
Charles Schwab
California
$9.11M -$2.53M -28,412 -22%
MBT
15
Monroe Bank & Trust
Michigan
$9.06M +$121K +1,366 +1%
SAM
16
Silvercrest Asset Management
New York
$6.83M +$49.8K +560 +0.7%
UBS Group
17
UBS Group
Switzerland
$6.69M -$2.72M -30,544 -29%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.81M -$129K -1,451 -2%
JWS
19
Juncture Wealth Strategies
Arizona
$5.42M +$358K +4,026 +7%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$5.2M -$53.3K -599 -1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3.86M +$294K +3,307 +8%
WMG
22
WESCAP Management Group
California
$3.85M +$37.4K +421 +1%
PA
23
Parkside Advisors
California
$3.7M -$15.6K -175 -0.4%
SMC
24
Smith, Moore & Co
Missouri
$3.68M +$119K +1,340 +3%
LPL Financial
25
LPL Financial
California
$3.6M +$323K +3,629 +10%
1
2 3 4 5