iShares Micro-Cap ETF
187 hedge funds and large institutions have $495M invested in iShares Micro-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 9 closing their positions.
211% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
19% more capital invested
Capital invested by funds: $416M → $495M (+$79.4M)
10% more funds holding
Funds holding: 170 → 187 (+17)
0.68% less ownership
Funds ownership: 47.54% → 46.87% (-0.68%)
10% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 61
19% less call options, than puts
Call options by funds: $1.88M | Put options by funds: $2.33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$13.7M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$8.58M |
| 3 |
Morgan Stanley
New York
|
+$5.23M |
| 4 |
TA
Teachers Advisors
New York
|
+$2.47M |
| 5 |
MOACM
Mutual of America Capital Management
New York
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
-$13M |
| 2 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$2.06M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.4M |
| 4 |
EA
Efficient Advisors
Mason,
Ohio
|
-$1.18M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$474K |
IWC Hedge Fund Activity: Q2 2018 in Review
187 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q2 2018, worth a combined $495M — up 19% from $416M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IWC positions and 9 closed out — a net gain of 19 holders — while 55 added to existing stakes and 61 trimmed.
The largest buyer was MD Financial Management, adding an estimated $13.7M. The largest seller was RegentAtlantic Capital, exiting entirely with an estimated $13M sold.
- 187 institutional investors held iShares Micro-Cap ETF (IWC) as of Q2 2018, up from 170 in Q1 2018.
- Funds reported $495M of iShares Micro-Cap ETF stock for Q2 2018, up 19% quarter-over-quarter.
- 28 funds opened new iShares Micro-Cap ETF positions in Q2 2018 and 9 closed out, a net change of +19 holders.
- The largest iShares Micro-Cap ETF buyer in Q2 2018 was MD Financial Management, an estimated $13.7M added.
- The largest iShares Micro-Cap ETF seller in Q2 2018 was RegentAtlantic Capital, an estimated $13M sold.
Based on aggregated 13F filings for Q2 2018.