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iShares Micro-Cap ETF
IWC

Overview Fund Activity

169 hedge funds and large institutions have $416M invested in iShares Micro-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
49
Reduced
66
Closed
15
Calls
$999K
Puts
$807K
Net Calls
+$192K
Net Calls Change
-$1.21M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$6.48M
2
CA
Cumberland Advisors
Florida
+$3.24M
3
CF
Copperwynd Financial
Arizona
+$2.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.1M
5
Jane Street
Jane Street
New York
+$1.88M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.5M
2
BCM
Barometer Capital Management
Ontario, Canada
-$3.78M
3
Wells Fargo
Wells Fargo
California
-$3.61M
4
MFM
MD Financial Management
Ontario, Canada
-$3.56M
5
Morgan Stanley
Morgan Stanley
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$65.1M -$3.56M -37,109 -5%
Bank of America
2
Bank of America
North Carolina
$37M -$573K -5,964 -2%
Wells Fargo
3
Wells Fargo
California
$30.6M -$3.61M -37,591 -11%
EA
4
Efficient Advisors
Ohio
$19.2M -$71.3K -742 -0.4%
OCM
5
One Capital Management
California
$14.9M +$88.3K +919 +0.6%
RC
6
RegentAtlantic Capital
New Jersey
$13M -$153K -1,593 -1%
Morgan Stanley
7
Morgan Stanley
New York
$12.8M -$2.29M -23,808 -15%
AA
8
Alesco Advisors
New York
$11M -$699K -7,276 -6%
DY
9
Dowling & Yahnke
California
$10.9M +$76.5K +796 +0.7%
BFPW
10
BOK Financial Private Wealth
Colorado
$10.2M -$248K -2,581 -2%
MBT
11
Monroe Bank & Trust
Michigan
$9.77M -$255K -2,655 -3%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$9.5M -$116K -1,205 -1%
Creative Planning
13
Creative Planning
Kansas
$9.08M +$15.3K +159 +0.2%
BAAM
14
Baker Avenue Asset Management
California
$8.38M +$1.31M +13,685 +19%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$7.69M +$985K +10,259 +15%
MWM
16
Merriman Wealth Management
Washington
$6.48M +$6.48M +67,441 New
TAIM
17
TD Ameritrade Investment Management
Nebraska
$6.08M +$222K +2,314 +4%
SAM
18
Silvercrest Asset Management
New York
$6.03M -$1.46M -15,155 -19%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.63M +$2.1M +21,908 +60%
UBS Group
20
UBS Group
Switzerland
$5.46M +$67.9K +707 +1%
Charles Schwab
21
Charles Schwab
California
$5.32M – – –
CIM
22
Cambria Investment Management
California
$5.26M +$761K +7,920 +17%
WMG
23
WESCAP Management Group
California
$4.92M +$171K +1,780 +4%
LPL Financial
24
LPL Financial
California
$4.38M +$246K +2,565 +6%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$4.15M -$52.2K -544 -1%
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