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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 %
TFF
51
The Family Firm
Maryland
$1.68M +$459K +3,510 +38%
CI Investments Inc
52
CI Investments Inc
Ontario, Canada
$1.67M -$108K -908 -6%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$1.66M -$65.6K -553 -4%
Goldman Sachs
54
Goldman Sachs
New York
$1.64M +$36K +303 +2%
MFT
55
Moisand Fitzgerald Tamayo
Florida
$1.62M -$10.3K -87 -0.6%
AIM
56
Acropolis Investment Management
Missouri
$1.51M -$78.7K -663 -5%
DAS
57
Dynamic Advisor Solutions
Arizona
$1.5M +$236K +1,986 +19%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$1.42M +$198K +1,665 +16%
TC
59
TAP Consulting
Missouri
$1.42M -$171K -1,444 -11%
Capstone Investment Advisors
60
Capstone Investment Advisors
New York
$1.19M +$1.19M +10,000 New
JWS
61
Juncture Wealth Strategies
Arizona
$1.18M -$78.8K -664 -6%
C
62
Certuity
Florida
$1.12M +$3.56K +30 +0.3%
BSW
63
Buckingham Strategic Wealth
Missouri
$1.07M -$191K -1,606 -15%
CIA
64
Capital Investment Advisors
Georgia
$1.01M -$9.38K -79 -0.9%
BAMG
65
Brand Asset Management Group
Missouri
$927K -$25.1K -212 -3%
UCFA
66
United Capital Financial Advisors
Texas
$871K +$24.3K +205 +3%
AA
67
Ancora Advisors
Ohio
$855K -$42.9K -362 -5%
RIM
68
Rockbridge Investment Management
New York
$849K +$712 +6 +0.1%
SAM
69
Silvercrest Asset Management
New York
$833K -$8.9K -75 -1%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$821K -$2.16M -18,240 -72%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$779K -$13.9K -117 -2%
JGIA
72
Jackson Grant Investment Advisers
Connecticut
$778K +$2.37K +20 +0.3%
KeyBank National Association
73
KeyBank National Association
Ohio
$736K – – –
EIP
74
Ellis Investment Partners
Pennsylvania
$726K -$13.2K -111 -2%
KPWS
75
Kestra Private Wealth Services
Texas
$715K – – –
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