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iShares Micro-Cap ETF
IWC

Overview Fund Activity

220 hedge funds and large institutions have $755M invested in iShares Micro-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
31
Increased
57
Reduced
73
Closed
19
Calls
$23.3M
Puts
$14.1M
Net Calls
+$9.15M
Net Calls Change
+$976K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49M
2
CI
2
CX Institutional
Indiana
$7.22M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$19.5M
5
EWM
5
Empirical Wealth Management
Washington
$15.8M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$548K
4
LPL Financial
4
LPL Financial
California
$6.22M
5
UBS Group
5
UBS Group
Switzerland
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$9.73M -$1.35M -8,872 -12%
DY
27
Dowling & Yahnke
California
$9.01M -$1.21M -7,910 -12%
UR
28
USCA RIA
Texas
$8.93M +$572K +3,751 +7%
FRA
29
Frank Rimerman Advisors
California
$8.62M +$1.12M +7,359 +15%
SC
30
Schoolcraft Capital
Colorado
$7.93M -$159K -1,040 -2%
CPIG
31
Chicago Partners Investment Group
Illinois
$7.56M +$339K +2,359 +5%
CI
32
CX Institutional
Indiana
$7.22M +$5.83M +38,229 +421%
MAM
33
Marquette Asset Management
Minnesota
$7.07M +$352K +2,307 +5%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$6.98M -$1.55M -10,165 -18%
SMC
35
Smith, Moore & Co
Missouri
$6.71M -$54K -353 -0.8%
JIC
36
Johnson Investment Counsel
Ohio
$6.43M -$30.5K -200 -0.5%
LPL Financial
37
LPL Financial
California
$6.22M -$5.23M -34,301 -46%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$6.06M -$212K -1,386 -3%
DBIA
39
Dumont & Blake Investment Advisors
New Jersey
$6.01M +$33K +216 +0.6%
HW
40
Hancock Whitney
Mississippi
$4.86M -$293K -1,921 -6%
SWM
41
Spire Wealth Management
Virginia
$3.75M +$2.52M +16,545 +206%
FTUS
42
Flow Traders U.S.
New York
$3.73M +$1.22M +7,992 +49%
MOACM
43
Mutual of America Capital Management
New York
$3.71M -$160K -1,050 -4%
LI
44
LVZ Inc
Michigan
$3.7M +$317K +2,077 +9%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$3.69M -$796K -5,217 -18%
WMG
46
WESCAP Management Group
California
$3.29M -$17.1K -112 -0.5%
HA
47
Harborview Advisors
Maine
$3.24M +$136K +893 +4%
CA
48
Cetera Advisors
Colorado
$3.11M -$127K -830 -4%
TYCC
49
Texas Yale Capital Corp
Florida
$3.08M +$50.4K +330 +2%
EAM
50
Evanson Asset Management
California
$2.98M +$458 +3 +0%
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