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iShares Micro-Cap ETF
IWC

Overview Fund Activity

209 hedge funds and large institutions have $735M invested in iShares Micro-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+30
Holders Change %
+16.76%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
46
Reduced
74
Closed
16
Calls
$21.1M
Puts
$12.9M
Net Calls
+$8.17M
Net Calls Change
+$9.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
2
Morgan Stanley
Morgan Stanley
New York
$37.4M
3
PS
Portfolio Strategies
New York
$15.6M
4
Goldman Sachs
Goldman Sachs
New York
$16.7M
5
Bank of America
Bank of America
North Carolina
$45.7M

Top Sellers

1
SI
Stephens Inc
Arkansas
$27.6M
2
MFM
MD Financial Management
Ontario, Canada
$38.7M
3
Fidelity International
Fidelity International
Bermuda
$1.36M
4
EWM
Empirical Wealth Management
Washington
$12.7M
5
OCM
One Capital Management
California
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$11M +$7.75M +52,764 +236%
Creative Planning
27
Creative Planning
Kansas
$10.7M +$105K +717 +1%
DY
28
Dowling & Yahnke
California
$9.84M -$2.93M -19,910 -23%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$9.84M -$1.14M -7,770 -10%
UR
30
USCA RIA
Texas
$8.05M +$8.05M +54,795 New
SC
31
Schoolcraft Capital
Colorado
$7.79M -$1.25M -8,491 -14%
CPIG
32
Chicago Partners Investment Group
Illinois
$7.46M +$560K +3,767 +8%
FRA
33
Frank Rimerman Advisors
California
$7.22M +$146K +996 +2%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$6.63M – – –
SMC
35
Smith, Moore & Co
Missouri
$6.5M +$140K +954 +2%
MAM
36
Marquette Asset Management
Minnesota
$6.47M -$480K -3,266 -7%
JIC
37
Johnson Investment Counsel
Ohio
$6.22M +$131K +894 +2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$6.04M +$401K +2,728 +7%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$5.79M -$1.09M -7,388 -16%
DBIA
40
Dumont & Blake Investment Advisors
New Jersey
$5.75M +$20K +136 +0.3%
HW
41
Hancock Whitney
Mississippi
$4.96M -$2.5K -17 -0.1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$4.32M +$293K +1,995 +7%
MOACM
43
Mutual of America Capital Management
New York
$3.73M -$242K -1,647 -6%
LI
44
LVZ Inc
Michigan
$3.26M -$597K -4,061 -15%
WMG
45
WESCAP Management Group
California
$3.18M +$373K +2,537 +13%
CA
46
Cetera Advisors
Colorado
$3.12M +$2.29M +15,589 +277%
HA
47
Harborview Advisors
Maine
$2.98M -$671K -4,564 -18%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$2.96M +$1.94M +13,214 +191%
TYCC
49
Texas Yale Capital Corp
Florida
$2.92M +$29.4K +200 +1%
OMC
50
Old Mission Capital
Illinois
$2.9M +$2.9M +19,727 New
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