iShares Micro-Cap ETF
175 hedge funds and large institutions have $435M invested in iShares Micro-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 64 reducing their positions, and 25 closing their positions.
0.48% more ownership
Funds ownership: 48.87% → 49.35% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $440M → $435M (-$5.22M)
5% less funds holding
Funds holding: 185 → 175 (-10)
22% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 64
24% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 25
30% less call options, than puts
Call options by funds: $280K | Put options by funds: $401K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$6.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.67M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.94M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$2.01M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$9.08M |
| 2 |
HC
Henshaw Capital
Woburn,
Massachusetts
|
-$3.43M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.68M |
| 4 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$1.88M |
| 5 |
BIM
Bridges Investment Management
Omaha,
Nebraska
|
-$1.64M |
IWC Hedge Fund Activity: Q2 2019 in Review
175 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q2 2019, worth a combined $435M — down 1.2% from $440M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of IWC and 19 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 50 added.
The largest buyer was Avantax Advisory Services, adding an estimated $6.5M. The largest seller was MD Financial Management, cutting an estimated $9.08M.
- 175 institutional investors held iShares Micro-Cap ETF (IWC) as of Q2 2019, down from 185 in Q1 2019.
- Funds reported $435M of iShares Micro-Cap ETF stock for Q2 2019, down 1.2% quarter-over-quarter.
- 19 funds opened new iShares Micro-Cap ETF positions in Q2 2019 and 25 closed out, a net change of -6 holders.
- The largest iShares Micro-Cap ETF buyer in Q2 2019 was Avantax Advisory Services, an estimated $6.5M added.
- The largest iShares Micro-Cap ETF seller in Q2 2019 was MD Financial Management, an estimated $9.08M sold.
Based on aggregated 13F filings for Q2 2019.