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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $412M invested in iShares Micro-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
4.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
31
Increased
50
Reduced
65
Closed
26
Calls
$206K
Puts
–
Net Calls
+$206K
Net Calls Change
-$177K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
$79.6M
2
HHGA
Halbert Hargrove Global Advisors
California
$6.27M
3
CA
Cumberland Advisors
Florida
$8.88M
4
WA
WP Advisors
California
$3.99M
5
EWM
Empirical Wealth Management
Washington
$4.92M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$0
2
CIM
Cambria Investment Management
California
$0
3
BAAM
Baker Avenue Asset Management
California
$1.5M
4
Bank of America
Bank of America
North Carolina
$32.2M
5
Wells Fargo
Wells Fargo
California
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$79.6M +$10.7M +130,289 +16%
Bank of America
2
Bank of America
North Carolina
$32.2M -$5.03M -61,064 -14%
Wells Fargo
3
Wells Fargo
California
$20.2M -$4.39M -53,294 -18%
EA
4
Efficient Advisors
Ohio
$15.2M +$295K +3,580 +2%
OCM
5
One Capital Management
California
$12.5M -$48.6K -589 -0.4%
Morgan Stanley
6
Morgan Stanley
New York
$11.9M -$4.09M -49,634 -26%
RC
7
RegentAtlantic Capital
New Jersey
$10.7M -$155K -1,885 -1%
DY
8
Dowling & Yahnke
California
$10.5M +$466K +4,943 +5%
AA
9
Alesco Advisors
New York
$9.99M +$555K +6,733 +6%
CA
10
Cumberland Advisors
Florida
$8.88M +$4.62M +56,015 +108%
MBT
11
Monroe Bank & Trust
Michigan
$8.16M -$199K -2,415 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.78M +$528K +6,400 +7%
Creative Planning
13
Creative Planning
Kansas
$7.64M -$70.4K -854 -0.9%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$7.53M -$959K -11,633 -11%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$6.65M -$89.1K -1,081 -1%
HHGA
16
Halbert Hargrove Global Advisors
California
$6.27M +$6.27M +76,017 New
BFPW
17
BOK Financial Private Wealth
Colorado
$5.79M -$873K -10,591 -13%
UBS Group
18
UBS Group
Switzerland
$5.54M +$690K +8,369 +14%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$5.08M -$263K -3,195 -5%
EWM
20
Empirical Wealth Management
Washington
$4.92M +$3.5M +42,499 +247%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.73M +$952K +11,545 +25%
MOACM
22
Mutual of America Capital Management
New York
$4.68M +$1.37M +16,650 +42%
Charles Schwab
23
Charles Schwab
California
$4.39M – – –
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$4.29M -$1.43M -17,319 -25%
SAM
25
Silvercrest Asset Management
New York
$4.2M -$414K -5,015 -9%
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