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iShares Micro-Cap ETF
IWC

Overview Fund Activity

141 hedge funds and large institutions have $392M invested in iShares Micro-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
51
Reduced
41
Closed
16
Calls
$2.31M
Puts
$1.82M
Net Calls
+$491K
Net Calls Change
+$126K

Top Buyers

1
BCM
Barometer Capital Management
Ontario, Canada
$4.93M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.05M
3
QI
QS Investors
New York
$53M
4
TH
Timber Hill
Connecticut
$1.54M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.19M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
CPIG
Chicago Partners Investment Group
Illinois
$553K
3
Charles Schwab
Charles Schwab
California
$5.23M
4
UBS Group
UBS Group
Switzerland
$5.31M
5
HH
Hilltop Holdings
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
1
QS Investors
New York
$53M +$1.4M +14,871 +3%
Bank of America
2
Bank of America
North Carolina
$36.7M -$613K -6,485 -2%
Wells Fargo
3
Wells Fargo
California
$33.9M +$553K +5,852 +2%
EA
4
Efficient Advisors
Ohio
$19.1M -$305K -3,233 -2%
Morgan Stanley
5
Morgan Stanley
New York
$17.6M +$236K +2,498 +1%
OCM
6
One Capital Management
California
$14.9M +$403K +4,268 +3%
RC
7
RegentAtlantic Capital
New Jersey
$13.1M -$219K -2,316 -2%
AA
8
Alesco Advisors
New York
$11.7M -$156K -1,653 -1%
DY
9
Dowling & Yahnke
California
$10.8M -$224K -2,374 -2%
BFPW
10
BOK Financial Private Wealth
Colorado
$10.5M -$821K -8,695 -7%
MBT
11
Monroe Bank & Trust
Michigan
$9.81M +$190K +2,016 +2%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$9.57M -$1.11M -11,792 -10%
Creative Planning
13
Creative Planning
Kansas
$9.12M -$754K -7,985 -8%
SAM
14
Silvercrest Asset Management
New York
$7.36M +$106K +1,125 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.06M -$115K -1,214 -2%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$5.87M +$353K +3,742 +6%
UBS Group
17
UBS Group
Switzerland
$5.31M -$1.8M -19,015 -25%
Charles Schwab
18
Charles Schwab
California
$5.23M -$4.45M -47,075 -46%
JWS
19
Juncture Wealth Strategies
Arizona
$4.96M -$790K -8,363 -14%
BCM
20
Barometer Capital Management
Ontario, Canada
$4.93M +$4.93M +52,200 New
WMG
21
WESCAP Management Group
California
$4.34M +$256K +2,706 +6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$4.31M +$215K +2,277 +5%
CIM
23
Cambria Investment Management
California
$4.01M +$204K +2,160 +5%
SMC
24
Smith, Moore & Co
Missouri
$3.92M +$10.6K +112 +0.3%
PA
25
Parkside Advisors
California
$3.81M -$119K -1,265 -3%
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