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iShares Micro-Cap ETF
IWC

Overview Fund Activity

185 hedge funds and large institutions have $533M invested in iShares Micro-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-2
Holders Change %
-1.07%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
20
Increased
74
Reduced
49
Closed
21
Calls
$1.21M
Puts
$829K
Net Calls
+$383K
Net Calls Change
+$837K

Top Buyers

1
RC
RegentAtlantic Capital
New Jersey
$14M
2
Bank of America
Bank of America
North Carolina
$47.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.89M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.35M
5
SG Americas Securities
SG Americas Securities
New York
$3.26M

Top Sellers

1
PSUF
People's United Financial
Connecticut
$0
2
CF
Copperwynd Financial
Arizona
$0
3
TA
Teachers Advisors
New York
$0
4
Wells Fargo
Wells Fargo
California
$31.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$88.7M +$2.42M +22,796 +3%
Bank of America
2
Bank of America
North Carolina
$47.9M +$5.74M +53,984 +14%
Wells Fargo
3
Wells Fargo
California
$31.7M -$1.93M -18,178 -6%
Morgan Stanley
4
Morgan Stanley
New York
$20.6M +$974K +9,161 +5%
EA
5
Efficient Advisors
Ohio
$19.3M -$720K -6,769 -4%
OCM
6
One Capital Management
California
$16.2M -$414K -3,897 -2%
RC
7
RegentAtlantic Capital
New Jersey
$14M +$14M +131,904 New
AA
8
Alesco Advisors
New York
$12.2M -$124K -1,163 -1%
DY
9
Dowling & Yahnke
California
$11.3M -$324K -3,051 -3%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$10.9M -$252K -2,374 -2%
MBT
11
Monroe Bank & Trust
Michigan
$10.8M +$53.7K +505 +0.5%
BAAM
12
Baker Avenue Asset Management
California
$9.95M +$377K +3,549 +4%
Creative Planning
13
Creative Planning
Kansas
$9.94M -$114K -1,069 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.35M +$3.33M +31,341 +55%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$8.69M +$139K +1,303 +2%
BFPW
16
BOK Financial Private Wealth
Colorado
$8.59M -$583K -5,484 -6%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$7.37M -$1.56M -14,681 -17%
MWM
18
Merriman Wealth Management
Washington
$7.27M +$28.4K +267 +0.4%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$6.89M -$70.2K -660 -1%
CIM
20
Cambria Investment Management
California
$6.43M -$76.4K -719 -1%
UBS Group
21
UBS Group
Switzerland
$6.26M -$1.12M -10,537 -15%
SAM
22
Silvercrest Asset Management
New York
$5.94M -$237K -2,230 -4%
Charles Schwab
23
Charles Schwab
California
$5.66M – – –
LPL Financial
24
LPL Financial
California
$5.59M +$801K +7,536 +17%
CA
25
Cumberland Advisors
Florida
$5.5M -$343K -3,230 -6%
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