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iShares Micro-Cap ETF
IWC

Overview Fund Activity

228 hedge funds and large institutions have $752M invested in iShares Micro-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+24
Holders Change %
+11.76%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
51
Increased
66
Reduced
56
Closed
22
Calls
$3.91M
Puts
$1.52M
Net Calls
+$2.39M
Net Calls Change
-$1.16M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$23.4M
2
MFM
MD Financial Management
Ontario, Canada
$71.4M
3
Bank of America
Bank of America
North Carolina
$48.4M
4
AA
Ancora Advisors
Ohio
$4.65M
5
LI
LVZ Inc
Michigan
$3.61M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.7M
2
FTUS
Flow Traders U.S.
New York
$0
3
Wells Fargo
Wells Fargo
California
$15.3M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$6.48M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$9.99M -$44.3K -317 -0.4%
FRA
27
Frank Rimerman Advisors
California
$9.61M +$480K +3,432 +5%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$9.21M -$2.23M -15,930 -19%
DY
29
Dowling & Yahnke
California
$7.66M -$94.3K -675 -1%
CPIG
30
Chicago Partners Investment Group
Illinois
$7.51M +$676K +5,366 +10%
SC
31
Schoolcraft Capital
Colorado
$7.24M -$13.7K -98 -0.2%
AA
32
Aire Advisors
California
$6.87M +$6.87M +49,229 New
TAIM
33
TD Ameritrade Investment Management
Nebraska
$6.48M -$2.58M -18,468 -28%
MAM
34
Marquette Asset Management
Minnesota
$6.45M +$659K +4,714 +11%
SMC
35
Smith, Moore & Co
Missouri
$6.2M +$53.9K +386 +0.9%
JIC
36
Johnson Investment Counsel
Ohio
$5.79M -$172K -1,231 -3%
CI
37
CX Institutional
Indiana
$5.64M -$786K -5,625 -12%
DBIA
38
Dumont & Blake Investment Advisors
New Jersey
$5.45M -$44.6K -319 -0.8%
AA
39
Ancora Advisors
Ohio
$4.65M +$3.67M +26,240 +372%
HW
40
Hancock Whitney
Mississippi
$4.5M -$247K -1,765 -5%
TMWM
41
Taylor & Morgan Wealth Management
Michigan
$4.31M +$4.31M +30,842 New
LPL Financial
42
LPL Financial
California
$4.31M -$18.9K -135 -0.4%
LI
43
LVZ Inc
Michigan
$3.61M +$3.61M +25,854 New
MOACM
44
Mutual of America Capital Management
New York
$3.32M -$31K -222 -0.9%
TYCC
45
Texas Yale Capital Corp
Florida
$3.2M -$11.7K -84 -0.4%
RIM
46
Rockbridge Investment Management
New York
$3.19M +$2.28M +16,335 +250%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$3.19M +$2.14M +15,331 +205%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.16M +$760K +5,440 +32%
WMG
49
WESCAP Management Group
California
$2.95M -$43.7K -313 -1%
EAM
50
Evanson Asset Management
California
$2.73M +$2.1K +15 +0.1%
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