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iShares Micro-Cap ETF
IWC

Overview Fund Activity

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, 49 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-8
Holders Change %
-4.37%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
49
Reduced
65
Closed
23
Calls
$280K
Puts
$401K
Net Calls
-$121K
Net Calls Change
-$651K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$11.1M
2
Citadel Advisors
Citadel Advisors
Florida
$13.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.67M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$2.02M
5
Bank of America
Bank of America
North Carolina
$41.5M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$181K
2
MFM
MD Financial Management
Ontario, Canada
$56.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.59M
4
BFPW
BOK Financial Private Wealth
Colorado
$3.24M
5
BIM
Bridges Investment Management
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$56.5M -$9.13M -97,959 -14%
Bank of America
2
Bank of America
North Carolina
$41.5M +$1.43M +15,317 +4%
Wells Fargo
3
Wells Fargo
California
$19M -$321K -3,448 -2%
DY
4
Dowling & Yahnke
California
$18.9M +$940K +10,087 +5%
EA
5
Efficient Advisors
Ohio
$16M -$556K -5,964 -3%
OCM
6
One Capital Management
California
$15.7M +$550K +5,898 +4%
Morgan Stanley
7
Morgan Stanley
New York
$14.6M -$111K -1,187 -0.8%
Citadel Advisors
8
Citadel Advisors
Florida
$13.4M +$5.7M +61,113 +74%
RC
9
RegentAtlantic Capital
New Jersey
$11.9M -$31.3K -336 -0.3%
AA
10
Alesco Advisors
New York
$11.8M -$20.1K -216 -0.2%
AAS
11
Avantax Advisory Services
Texas
$11.1M +$6.53M +70,100 +144%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$8.99M +$70K +751 +0.8%
MBT
13
Monroe Bank & Trust
Michigan
$8.75M -$721K -7,732 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.67M +$2.95M +31,703 +52%
Creative Planning
15
Creative Planning
Kansas
$8.18M -$196K -2,105 -2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$7.77M +$128K +1,394 +2%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$7.65M -$131K -1,407 -2%
EWM
18
Empirical Wealth Management
Washington
$6.94M +$540K +5,800 +8%
MOACM
19
Mutual of America Capital Management
New York
$6.18M -$47.2K -507 -0.8%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$5.8M -$231K -2,483 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.59M -$2.7M -28,943 -33%
Charles Schwab
22
Charles Schwab
California
$5.32M +$70.9K +761 +1%
UBS Group
23
UBS Group
Switzerland
$5.25M -$142K -1,520 -3%
AFG
24
Arkansas Financial Group
Arkansas
$4.56M +$922K +9,890 +25%
WMG
25
WESCAP Management Group
California
$4.28M +$38.5K +413 +0.9%
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