iShares Micro-Cap ETF
163 hedge funds and large institutions have $441M invested in iShares Micro-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 13 closing their positions.
162% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 13
73% more call options, than puts
Call options by funds: $3.32M | Put options by funds: $1.92M
15% more funds holding
Funds holding: 142 → 163 (+21)
13% more capital invested
Capital invested by funds: $392M → $441M (+$49.1M)
3.07% more ownership
Funds ownership: 45.75% → 48.82% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.7M |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$6.61M |
| 3 |
JP Morgan Chase
New York
|
+$6.57M |
| 4 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
+$1.75M |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$53M |
| 2 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
-$3.12M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.05M |
| 4 |
Morgan Stanley
New York
|
-$2.81M |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.54M |
IWC Hedge Fund Activity: Q4 2017 in Review
163 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q4 2017, worth a combined $441M — up 13% from $392M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IWC positions and 13 closed out — a net gain of 21 holders — while 47 added to existing stakes and 53 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $10.7M. The largest seller was QS Investors, exiting entirely with an estimated $53M sold.
- 163 institutional investors held iShares Micro-Cap ETF (IWC) as of Q4 2017, up from 142 in Q3 2017.
- Funds reported $441M of iShares Micro-Cap ETF stock for Q4 2017, up 13% quarter-over-quarter.
- 34 funds opened new iShares Micro-Cap ETF positions in Q4 2017 and 13 closed out, a net change of +21 holders.
- The largest iShares Micro-Cap ETF buyer in Q4 2017 was Commonwealth Equity Services, an estimated $10.7M added.
- The largest iShares Micro-Cap ETF seller in Q4 2017 was QS Investors, an estimated $53M sold.
Based on aggregated 13F filings for Q4 2017.