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iShares Micro-Cap ETF
IWC

Overview Fund Activity

183 hedge funds and large institutions have $436M invested in iShares Micro-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-5
Holders Change %
-2.66%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
21
Increased
41
Reduced
75
Closed
24
Calls
$743K
Puts
$213K
Net Calls
+$530K
Net Calls Change
+$324K

Top Buyers

1
DY
Dowling & Yahnke
California
+$7.49M
2
AAS
Avantax Advisory Services
Texas
+$4.53M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.22M
4
Bank of America
Bank of America
North Carolina
+$3.75M
5
HA
Harborview Advisors
Maine
+$2.65M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$24.2M
2
CA
Cumberland Advisors
Florida
-$8.88M
3
HHGA
Halbert Hargrove Global Advisors
California
-$6.27M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$3.77M
5
Wells Fargo
Wells Fargo
California
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$65.3M -$24.2M -261,008 -27%
Bank of America
2
Bank of America
North Carolina
$39.9M +$3.75M +40,448 +10%
Wells Fargo
3
Wells Fargo
California
$19.3M -$3.44M -37,137 -15%
DY
4
Dowling & Yahnke
California
$17.9M +$7.49M +80,797 +72%
EA
5
Efficient Advisors
Ohio
$16.4M -$711K -7,660 -4%
OCM
6
One Capital Management
California
$15M +$948K +10,216 +7%
Morgan Stanley
7
Morgan Stanley
New York
$14.7M +$1.34M +14,449 +10%
RC
8
RegentAtlantic Capital
New Jersey
$11.9M -$199K -2,141 -2%
AA
9
Alesco Advisors
New York
$11.8M +$528K +5,697 +5%
MBT
10
Monroe Bank & Trust
Michigan
$9.42M +$241K +2,599 +3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$8.88M +$8.88M +95,758 New
Creative Planning
12
Creative Planning
Kansas
$8.34M -$263K -2,838 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.25M -$500K -5,392 -6%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$7.74M -$727K -7,841 -9%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$7.72M +$239K +2,577 +3%
Citadel Advisors
16
Citadel Advisors
Florida
$7.71M +$4.22M +45,494 +121%
EWM
17
Empirical Wealth Management
Washington
$6.37M +$836K +9,009 +15%
MOACM
18
Mutual of America Capital Management
New York
$6.2M +$943K +10,164 +18%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$6.01M +$287K +3,094 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.69M +$363K +3,914 +7%
UBS Group
21
UBS Group
Switzerland
$5.36M -$874K -9,423 -14%
Charles Schwab
22
Charles Schwab
California
$5.22M +$287K +3,093 +6%
BFPW
23
BOK Financial Private Wealth
Colorado
$5.11M -$1.4M -15,145 -22%
AAS
24
Avantax Advisory Services
Texas
$4.53M +$4.53M +48,829 New
WMG
25
WESCAP Management Group
California
$4.22M +$58.9K +635 +1%
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