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iShares Micro-Cap ETF
IWC

Overview Fund Activity

162 hedge funds and large institutions have $383M invested in iShares Micro-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
24
Increased
39
Reduced
59
Closed
24
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
-$24K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.3M
2
LI
LVZ Inc
Michigan
$2.19M
3
HHGA
Halbert Hargrove Global Advisors
California
$18.9M
4
SC
Schoolcraft Capital
Colorado
$5.45M
5
MAM
Marquette Asset Management
Minnesota
$1.64M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.42M
3
MFM
MD Financial Management
Ontario, Canada
$52.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$539K
5
Wells Fargo
Wells Fargo
California
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
26
Fidelity International
Bermuda
$4.3M – – –
SMC
27
Smith, Moore & Co
Missouri
$3.94M +$37.1K +426 +1%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.85M -$57.1K -654 -1%
JIC
29
Johnson Investment Counsel
Ohio
$3.78M +$57.4K +658 +2%
DBIA
30
Dumont & Blake Investment Advisors
New Jersey
$3.66M -$80.6K -924 -2%
CG
31
Cutler Group
California
$3.61M – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$3.35M -$86K -985 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.08M -$113K -1,295 -4%
MOACM
34
Mutual of America Capital Management
New York
$2.82M +$386K +4,423 +16%
HA
35
Harborview Advisors
Maine
$2.79M +$201K +2,308 +8%
LPL Financial
36
LPL Financial
California
$2.78M +$50.5K +578 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.35M +$214K +2,450 +10%
PWA
38
Physician Wealth Advisors
Utah
$2.2M -$118K -1,218 -5%
LI
39
LVZ Inc
Michigan
$2.19M +$2.19M +25,125 New
EAM
40
Evanson Asset Management
California
$1.74M +$2.1K +24 +0.1%
TYCC
41
Texas Yale Capital Corp
Florida
$1.69M – – –
MAM
42
Marquette Asset Management
Minnesota
$1.64M +$1.31M +15,066 +401%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$1.63M +$96.8K +1,109 +6%
HW
44
Hancock Whitney
Mississippi
$1.62M +$1.19M +13,685 +282%
AIM
45
Acropolis Investment Management
Missouri
$1.6M -$920K -10,536 -37%
RIA
46
Regal Investment Advisors
Michigan
$1.58M +$98.8K +1,132 +7%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.53M -$328K -3,758 -18%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.42M -$3.64M -41,749 -72%
SWP
49
Summit Wealth Partners
Florida
$1.4M -$36.1K -414 -3%
GIA
50
GHP Investment Advisors
Colorado
$1.37M +$46K +527 +3%
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