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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $495M invested in iShares Micro-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+18
Holders Change %
+10.65%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
29
Increased
55
Reduced
61
Closed
9
Calls
$1.88M
Puts
$2.33M
Net Calls
-$454K
Net Calls Change
-$646K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$14.2M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$8.87M
3
PSUF
People's United Financial
Connecticut
+$7.87M
4
Morgan Stanley
Morgan Stanley
New York
+$5.41M
5
TA
Teachers Advisors
New York
+$2.56M

Top Sellers

1
RC
RegentAtlantic Capital
New Jersey
-$13M
2
BFPW
BOK Financial Private Wealth
Colorado
-$2.13M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.45M
4
EA
Efficient Advisors
Ohio
-$1.22M
5
SAM
Silvercrest Asset Management
New York
-$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$85.7M +$14.2M +134,569 +20%
Bank of America
2
Bank of America
North Carolina
$41.9M +$1.22M +11,560 +3%
Wells Fargo
3
Wells Fargo
California
$33.4M -$234K -2,219 -0.7%
EA
4
Efficient Advisors
Ohio
$19.9M -$1.22M -11,536 -6%
Morgan Stanley
5
Morgan Stanley
New York
$19.5M +$5.41M +51,205 +38%
OCM
6
One Capital Management
California
$16.5M +$158K +1,494 +1%
AA
7
Alesco Advisors
New York
$12.2M +$75.5K +715 +0.6%
DY
8
Dowling & Yahnke
California
$11.6M -$350K -3,312 -3%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$11.1M +$675K +6,394 +6%
MBT
10
Monroe Bank & Trust
Michigan
$10.7M -$91.2K -863 -0.8%
Creative Planning
11
Creative Planning
Kansas
$9.99M +$12.4K +117 +0.1%
BAAM
12
Baker Avenue Asset Management
California
$9.51M +$296K +2,805 +3%
BFPW
13
BOK Financial Private Wealth
Colorado
$9.12M -$2.13M -20,165 -19%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$8.87M +$8.87M +84,000 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$8.49M +$39.1K +370 +0.5%
PSUF
16
People's United Financial
Connecticut
$7.87M +$7.87M +574 New
UBS Group
17
UBS Group
Switzerland
$7.33M +$1.32M +12,544 +22%
MWM
18
Merriman Wealth Management
Washington
$7.2M +$73.7K +698 +1%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$6.92M +$230K +2,176 +3%
CIM
20
Cambria Investment Management
California
$6.46M +$684K +6,478 +12%
SAM
21
Silvercrest Asset Management
New York
$6.14M -$490K -4,635 -7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.98M +$1.76M +16,621 +42%
CA
23
Cumberland Advisors
Florida
$5.8M +$2.24M +21,190 +63%
Charles Schwab
24
Charles Schwab
California
$5.62M -$226K -2,137 -4%
WMG
25
WESCAP Management Group
California
$5.49M +$89.1K +844 +2%
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