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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$2.67M -$64.7K -424 -2%
Renaissance Technologies
52
Renaissance Technologies
New York
$2.56M +$1.31M +8,600 +105%
RJA
53
Raymond James & Associates
Florida
$2.5M +$1.33M +8,692 +113%
FEM
54
Fulcrum Equity Management
Texas
$2.42M +$19.1K +125 +0.8%
RIA
55
Regal Investment Advisors
Michigan
$2.37M +$106K +696 +5%
PWA
56
Physician Wealth Advisors
Utah
$2.29M -$34.3K -239 -1%
GIA
57
GHP Investment Advisors
Colorado
$2.11M – – –
DAS
58
Dynamic Advisor Solutions
Arizona
$2.11M -$130K -851 -6%
Stifel Financial
59
Stifel Financial
Missouri
$2.1M +$2.1M +13,742 New
RJFSA
60
Raymond James Financial Services Advisors
Florida
$2.02M -$1.05M -6,910 -34%
MFT
61
Moisand Fitzgerald Tamayo
Florida
$1.96M -$104K -680 -5%
TFF
62
The Family Firm
Maryland
$1.93M -$54.2K -355 -3%
MML Investors Services
63
MML Investors Services
Massachusetts
$1.91M +$366K +2,400 +24%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$1.82M +$78K +511 +4%
CI Investments Inc
65
CI Investments Inc
Ontario, Canada
$1.67M -$52.2K -342 -3%
Legacy Financial Group (Iowa)
66
Legacy Financial Group (Iowa)
Iowa
$1.54M -$303K -1,985 -16%
Capstone Investment Advisors
67
Capstone Investment Advisors
New York
$1.5M -$30.5K -200 -2%
US Bancorp
68
US Bancorp
Minnesota
$1.48M +$1.48M +9,717 New
TC
69
TAP Consulting
Missouri
$1.47M -$141K -923 -9%
C
70
Certuity
Florida
$1.45M +$5.65K +37 +0.4%
Fidelity International
71
Fidelity International
Bermuda
$1.41M – – –
KPWS
72
Kestra Private Wealth Services
Texas
$1.22M – – –
CIA
73
Capital Investment Advisors
Georgia
$1.19M -$64.9K -425 -5%
AIM
74
Acropolis Investment Management
Missouri
$1.14M -$249K -1,634 -18%
UCFA
75
United Capital Financial Advisors
Texas
$1.12M -$76.7K -503 -6%
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