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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 %
EAM
51
Evanson Asset Management
California
$2.87M +$441 +3 +0%
TRCT
52
Tower Research Capital (TRC)
New York
$2.86M +$2.86M +19,436 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.63M +$872K +5,930 +50%
PWA
54
Physician Wealth Advisors
Utah
$2.43M -$66.6K -445 -3%
FTUS
55
Flow Traders U.S.
New York
$2.42M +$2.42M +16,442 New
FEM
56
Fulcrum Equity Management
Texas
$2.31M +$2.31M +15,713 New
RIA
57
Regal Investment Advisors
Michigan
$2.18M -$315K -2,146 -13%
DAS
58
Dynamic Advisor Solutions
Arizona
$2.16M +$294K +2,000 +16%
HF
59
HRT Financial
New York
$2.05M +$2.05M +13,951 New
GIA
60
GHP Investment Advisors
Colorado
$2.04M -$246K -1,674 -11%
MFT
61
Moisand Fitzgerald Tamayo
Florida
$1.99M -$15.9K -108 -0.8%
TFF
62
The Family Firm
Maryland
$1.91M +$24.7K +168 +1%
Legacy Financial Group (Iowa)
63
Legacy Financial Group (Iowa)
Iowa
$1.78M -$482K -3,281 -21%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$1.68M -$380K -2,588 -18%
CI Investments Inc
65
CI Investments Inc
Ontario, Canada
$1.66M -$409K -2,782 -20%
TC
66
TAP Consulting
Missouri
$1.55M -$200K -1,359 -11%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.48M +$1.48M +10,091 New
Capstone Investment Advisors
68
Capstone Investment Advisors
New York
$1.47M – – –
C
69
Certuity
Florida
$1.39M +$1.62K +11 +0.1%
Fidelity International
70
Fidelity International
Bermuda
$1.36M -$5.88M -39,988 -81%
CI
71
CX Institutional
Indiana
$1.34M +$1.34M +9,088 New
AIM
72
Acropolis Investment Management
Missouri
$1.33M -$535K -3,638 -29%
CIA
73
Capital Investment Advisors
Georgia
$1.21M -$43.8K -298 -3%
Renaissance Technologies
74
Renaissance Technologies
New York
$1.21M +$1.21M +8,200 New
KPWS
75
Kestra Private Wealth Services
Texas
$1.18M +$294K +2,000 +33%
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