iShares Micro-Cap ETF
188 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, 52 increasing their positions, 62 reducing their positions, and 13 closing their positions.
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more capital invested
Capital invested by funds: $384M → $454M (+$69.3M)
10% more funds holding
Funds holding: 171 → 188 (+17)
2.85% more ownership
Funds ownership: 48.96% → 51.81% (+2.8%)
16% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Alesco Advisors
Pittsford,
New York
|
+$12.4M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$4.63M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$4.04M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$2.4M |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.25M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.37M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.83M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.75M |
| 5 |
JP Morgan Chase
New York
|
-$1.74M |
IWC Hedge Fund Activity: Q4 2019 in Review
188 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q4 2019, worth a combined $454M — up 18% from $384M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IWC positions and 13 closed out — a net gain of 18 holders — while 52 added to existing stakes and 62 trimmed.
The largest buyer was Alesco Advisors, opening a new position worth an estimated $12.4M. The largest seller was Citadel Advisors, cutting an estimated $4.25M.
- 188 institutional investors held iShares Micro-Cap ETF (IWC) as of Q4 2019, up from 171 in Q3 2019.
- Funds reported $454M of iShares Micro-Cap ETF stock for Q4 2019, up 18% quarter-over-quarter.
- 31 funds opened new iShares Micro-Cap ETF positions in Q4 2019 and 13 closed out, a net change of +18 holders.
- The largest iShares Micro-Cap ETF buyer in Q4 2019 was Alesco Advisors, an estimated $12.4M added.
- The largest iShares Micro-Cap ETF seller in Q4 2019 was Citadel Advisors, an estimated $4.25M sold.
Based on aggregated 13F filings for Q4 2019.