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iShares Micro-Cap ETF
IWC

Overview Fund Activity

179 hedge funds and large institutions have $538M invested in iShares Micro-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+22
Holders Change %
+14.01%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
41
Reduced
59
Closed
10
Calls
$783K
Puts
$1.96M
Net Calls
-$1.17M
Net Calls Change
-$1.58M

Top Buyers

1
SI
Stephens Inc
Arkansas
$35.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.3M
3
UBS Group
UBS Group
Switzerland
$11.5M
4
LI
LVZ Inc
Michigan
$3.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.55M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
$62.1M
2
Bank of America
Bank of America
North Carolina
$25.3M
3
DY
Dowling & Yahnke
California
$10.3M
4
AAS
Avantax Advisory Services
Texas
$19.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
26
Fidelity International
Bermuda
$5.84M – – –
FRA
27
Frank Rimerman Advisors
California
$5.71M +$5.71M +48,112 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$5.7M -$109K -920 -2%
MAM
29
Marquette Asset Management
Minnesota
$5.61M +$1.25M +10,493 +29%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$5.55M +$1.99M +16,784 +56%
SMC
31
Smith, Moore & Co
Missouri
$5.12M -$161K -1,363 -3%
JIC
32
Johnson Investment Counsel
Ohio
$4.92M +$17.4K +147 +0.4%
Osaic Holdings
33
Osaic Holdings
Arizona
$4.84M -$274K -2,312 -5%
DBIA
34
Dumont & Blake Investment Advisors
New Jersey
$4.63M -$180K -1,516 -4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.56M -$2.78M -23,421 -38%
HW
36
Hancock Whitney
Mississippi
$4.01M +$336K +2,828 +9%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$3.25M +$60.4K +509 +2%
MOACM
38
Mutual of America Capital Management
New York
$3.21M -$70.4K -593 -2%
LI
39
LVZ Inc
Michigan
$3.11M +$3.11M +26,239 New
HA
40
Harborview Advisors
Maine
$2.95M -$439K -3,701 -13%
LPL Financial
41
LPL Financial
California
$2.65M +$96.2K +811 +4%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$2.53M +$358K +3,020 +17%
PWA
43
Physician Wealth Advisors
Utah
$2.45M -$760K -5,178 -24%
TYCC
44
Texas Yale Capital Corp
Florida
$2.34M +$8.07K +68 +0.3%
EAM
45
Evanson Asset Management
California
$2.31M +$1.31K +11 +0.1%
WMG
46
WESCAP Management Group
California
$2.27M +$648K +5,460 +40%
RIA
47
Regal Investment Advisors
Michigan
$2.02M -$93K -784 -4%
GIA
48
GHP Investment Advisors
Colorado
$1.84M -$91.7K -773 -5%
Legacy Financial Group (Iowa)
49
Legacy Financial Group (Iowa)
Iowa
$1.82M +$1.82M +15,360 New
FAIM
50
Financial Advocates Investment Management
Washington
$1.73M +$1.73M +11,075 New
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