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iShares Micro-Cap ETF
IWC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-24
Holders Change %
-12.83%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
43
Reduced
59
Closed
41
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$887K

Top Buyers

1
HHGA
Halbert Hargrove Global Advisors
California
$13M
2
MFM
MD Financial Management
Ontario, Canada
$43M
3
HighTower Advisors
HighTower Advisors
Illinois
$4.67M
4
EWM
Empirical Wealth Management
Washington
$7.7M
5
CG
Cutler Group
California
$2.78M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$19.3M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
$456K
3
FMC
First Merchants Corp
Indiana
$1.79M
4
RJA
Raymond James & Associates
Florida
$0
5
PA
Parkside Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$43M +$4.27M +63,658 +11%
Bank of America
2
Bank of America
North Carolina
$19.3M -$6.69M -99,809 -26%
HHGA
3
Halbert Hargrove Global Advisors
California
$13M +$13M +193,487 New
OCM
4
One Capital Management
California
$12.6M +$335K +5,000 +3%
Wells Fargo
5
Wells Fargo
California
$11M -$450K -6,716 -4%
EA
6
Efficient Advisors
Ohio
$10.5M +$496K +7,399 +5%
AAS
7
Avantax Advisory Services
Texas
$10.5M +$689K +10,274 +7%
AA
8
Alesco Advisors
New York
$10M +$986K +14,704 +11%
DY
9
Dowling & Yahnke
California
$9.65M -$3.35M -49,952 -26%
RC
10
RegentAtlantic Capital
New Jersey
$8.15M -$179K -2,672 -2%
EWM
11
Empirical Wealth Management
Washington
$7.7M +$3.45M +51,540 +81%
Morgan Stanley
12
Morgan Stanley
New York
$7.46M -$1.95M -29,155 -21%
AFG
13
Arkansas Financial Group
Arkansas
$6.81M +$1.37M +20,386 +25%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.43M -$415K -6,187 -6%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$5.66M -$429K -6,397 -7%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$5.56M +$1.73M +27,571 +45%
Creative Planning
17
Creative Planning
Kansas
$5.31M -$204K -3,037 -4%
Citadel Advisors
18
Citadel Advisors
Florida
$4.94M +$2.08M +30,989 +73%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$4.91M +$655K +9,770 +15%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.67M +$3.78M +56,547 +426%
UBS Group
21
UBS Group
Switzerland
$4.38M +$642K +9,574 +17%
CL
22
CPWM LLC
Washington
$4.08M +$2.43M +36,318 +148%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.89M +$2.11M +31,504 +119%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.88M -$880K -13,132 -18%
Charles Schwab
25
Charles Schwab
California
$3.83M – – –
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