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iShares Micro-Cap ETF
IWC

Overview Fund Activity

157 hedge funds and large institutions have $389M invested in iShares Micro-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
33
Reduced
71
Closed
23
Calls
$697K
Puts
$290K
Net Calls
+$407K
Net Calls Change
+$163K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$2.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.72M
3
MAM
Marquette Asset Management
Minnesota
+$1.62M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$1.36M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.24M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.59M
2
LI
LVZ Inc
Michigan
-$2.19M
3
CG
Cutler Group
California
-$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.64M
5
SWP
Summit Wealth Partners
Florida
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$4.43M -$111K -1,230 -2%
SMC
27
Smith, Moore & Co
Missouri
$4.04M -$56.2K -621 -1%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.89M -$97.1K -1,074 -2%
JIC
29
Johnson Investment Counsel
Ohio
$3.74M -$184K -2,036 -5%
DBIA
30
Dumont & Blake Investment Advisors
New Jersey
$3.67M -$124K -1,369 -3%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$3.45M -$22.6K -250 -0.7%
MAM
32
Marquette Asset Management
Minnesota
$3.33M +$1.62M +17,958 +95%
HW
33
Hancock Whitney
Mississippi
$2.8M +$1.12M +12,389 +67%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.71M +$1.24M +13,725 +84%
HA
35
Harborview Advisors
Maine
$2.59M -$308K -3,406 -11%
MOACM
36
Mutual of America Capital Management
New York
$2.5M -$424K -4,689 -15%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.43M +$181 +2 +0%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.28M +$1.72M +18,987 +307%
PWA
39
Physician Wealth Advisors
Utah
$2.04M -$84.7K -906 -4%
LPL Financial
40
LPL Financial
California
$1.95M -$938K -10,372 -33%
TYCC
41
Texas Yale Capital Corp
Florida
$1.77M +$27.1K +300 +2%
EAM
42
Evanson Asset Management
California
$1.76M -$35.8K -396 -2%
CG
43
Cutler Group
California
$1.72M -$2.02M -22,340 -54%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$1.65M -$33.7K -373 -2%
RIA
45
Regal Investment Advisors
Michigan
$1.61M -$32.6K -360 -2%
GIA
46
GHP Investment Advisors
Colorado
$1.47M +$53.7K +594 +4%
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$1.36M +$1.36M +14,988 New
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.32M -$272K -3,008 -17%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$1.24M -$19.7K -218 -2%
WMG
50
WESCAP Management Group
California
$1.24M -$62.3K -689 -5%
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