iShares Micro-Cap ETF
163 hedge funds and large institutions have $306M invested in iShares Micro-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 41 closing their positions.
2.9% more ownership
Funds ownership: 51.81% → 54.7% (+2.9%)
13% less funds holding
Funds holding: 188 → 163 (-25)
27% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 59
33% less capital invested
Capital invested by funds: $454M → $306M (-$147M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
54% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$17.1M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$5.62M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.99M |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$4.55M |
| 5 |
CG
Cutler Group
San Francisco,
California
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.81M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$6.1M |
| 3 |
FMC
First Merchants Corp
Muncie,
Indiana
|
-$5.37M |
| 4 |
DY
Dowling & Yahnke
San Diego,
California
|
-$4.41M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.9M |
IWC Hedge Fund Activity: Q1 2020 in Review
163 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q1 2020, worth a combined $306M — down 33% from $454M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of IWC and 19 opened new positions — a net loss of 22 holders — while 59 trimmed existing stakes and 43 added.
The largest buyer was Halbert Hargrove Global Advisors, opening a new position worth an estimated $17.1M. The largest seller was Bank of America, cutting an estimated $8.81M.
- 163 institutional investors held iShares Micro-Cap ETF (IWC) as of Q1 2020, down from 188 in Q4 2019.
- Funds reported $306M of iShares Micro-Cap ETF stock for Q1 2020, down 33% quarter-over-quarter.
- 19 funds opened new iShares Micro-Cap ETF positions in Q1 2020 and 41 closed out, a net change of -22 holders.
- The largest iShares Micro-Cap ETF buyer in Q1 2020 was Halbert Hargrove Global Advisors, an estimated $17.1M added.
- The largest iShares Micro-Cap ETF seller in Q1 2020 was Bank of America, an estimated $8.81M sold.
Based on aggregated 13F filings for Q1 2020.