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iShares Micro-Cap ETF
IWC

Overview Fund Activity

187 hedge funds and large institutions have $454M invested in iShares Micro-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+17
Holders Change %
+10%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
51
Reduced
62
Closed
13
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$617K

Top Buyers

1
AA
Alesco Advisors
New York
$13.4M
2
Fidelity International
Fidelity International
Bermuda
$4.98M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$7.52M
4
FAAS
First Allied Advisory Services
California
$2.58M
5
LI
LVZ Inc
Michigan
$2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$4.25M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$907K
3
Wells Fargo
Wells Fargo
California
$17M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$57.5M -$773K -7,774 -1%
Bank of America
2
Bank of America
North Carolina
$38.6M +$1.48M +14,831 +4%
DY
3
Dowling & Yahnke
California
$19.3M -$497K -4,992 -3%
OCM
4
One Capital Management
California
$18.2M +$824K +8,285 +5%
Wells Fargo
5
Wells Fargo
California
$17M -$1.97M -19,808 -10%
EA
6
Efficient Advisors
Ohio
$14.9M -$648K -6,516 -4%
AAS
7
Avantax Advisory Services
Texas
$14.6M +$1.23M +12,313 +9%
Morgan Stanley
8
Morgan Stanley
New York
$14M +$111K +1,115 +0.8%
AA
9
Alesco Advisors
New York
$13.4M +$13.4M +134,537 New
RC
10
RegentAtlantic Capital
New Jersey
$12.4M -$151K -1,518 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.2M -$1.89M -18,947 -16%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$9.04M -$706K -7,093 -7%
FMC
13
First Merchants Corp
Indiana
$8.71M -$547K -5,501 -6%
Creative Planning
14
Creative Planning
Kansas
$8.18M -$231K -2,325 -3%
AFG
15
Arkansas Financial Group
Arkansas
$8.08M +$1.14M +11,499 +16%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$7.52M +$4.33M +43,680 +136%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$7.07M -$1.87M -18,783 -21%
MOACM
18
Mutual of America Capital Management
New York
$6.52M -$45.1K -453 -0.7%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$6.31M +$86.8K +873 +1%
EWM
20
Empirical Wealth Management
Washington
$6.3M -$102K -1,027 -2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$6.07M +$221K +2,226 +4%
Charles Schwab
22
Charles Schwab
California
$5.68M – – –
UBS Group
23
UBS Group
Switzerland
$5.54M -$24.6K -247 -0.4%
JIC
24
Johnson Investment Counsel
Ohio
$5.03M +$439K +4,412 +10%
Fidelity International
25
Fidelity International
Bermuda
$4.98M +$4.98M +50,075 New
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