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iShares Micro-Cap ETF
IWC

Overview Fund Activity

170 hedge funds and large institutions have $384M invested in iShares Micro-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
43
Reduced
54
Closed
21
Calls
$538K
Puts
–
Net Calls
+$538K
Net Calls Change
+$659K

Top Buyers

1
FMC
First Merchants Corp
Indiana
$8.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.7M
3
AFG
Arkansas Financial Group
Arkansas
$6.15M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.35M
5
AAS
Avantax Advisory Services
Texas
$11.8M

Top Sellers

1
AA
Alesco Advisors
New York
$0
2
Bank of America
Bank of America
North Carolina
$32.9M
3
Citadel Advisors
Citadel Advisors
Florida
$7.81M
4
BFPW
BOK Financial Private Wealth
Colorado
$694K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$51.6M -$1.8M -20,392 -3%
Bank of America
2
Bank of America
North Carolina
$32.9M -$6.37M -72,272 -16%
DY
3
Dowling & Yahnke
California
$17.5M -$326K -3,701 -2%
Wells Fargo
4
Wells Fargo
California
$16.8M -$1.22M -13,859 -7%
OCM
5
One Capital Management
California
$15.4M +$549K +6,228 +4%
EA
6
Efficient Advisors
Ohio
$13.8M -$1.31M -14,905 -9%
Morgan Stanley
7
Morgan Stanley
New York
$12.3M -$1.57M -17,810 -11%
AAS
8
Avantax Advisory Services
Texas
$11.8M +$1.36M +15,468 +13%
RC
9
RegentAtlantic Capital
New Jersey
$11.1M -$155K -1,758 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.7M +$2.47M +28,056 +30%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$8.64M +$129K +1,465 +2%
FMC
12
First Merchants Corp
Indiana
$8.2M +$8.2M +92,997 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$7.92M +$461K +5,227 +6%
Citadel Advisors
14
Citadel Advisors
Florida
$7.81M -$4.9M -55,595 -39%
Creative Planning
15
Creative Planning
Kansas
$7.46M -$279K -3,162 -4%
AFG
16
Arkansas Financial Group
Arkansas
$6.15M +$1.84M +20,853 +43%
MOACM
17
Mutual of America Capital Management
New York
$5.82M -$32.4K -367 -0.6%
EWM
18
Empirical Wealth Management
Washington
$5.67M -$892K -10,117 -14%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$5.51M +$25.2K +286 +0.5%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$5.18M -$2.06M -23,326 -28%
Charles Schwab
21
Charles Schwab
California
$5.03M – – –
UBS Group
22
UBS Group
Switzerland
$4.93M -$28.6K -324 -0.6%
JIC
23
Johnson Investment Counsel
Ohio
$4.07M +$959K +10,879 +31%
SMC
24
Smith, Moore & Co
Missouri
$3.92M +$293K +3,320 +8%
DBIA
25
Dumont & Blake Investment Advisors
New Jersey
$3.86M -$42.7K -485 -1%
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