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iShares Micro-Cap ETF
IWC

Overview Fund Activity

204 hedge funds and large institutions have $721M invested in iShares Micro-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-16
Holders Change %
-7.27%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
64
Reduced
60
Closed
26
Calls
$9.25M
Puts
$5.7M
Net Calls
+$3.55M
Net Calls Change
-$5.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.3M
3
MFM
3
MD Financial Management
Ontario, Canada
$68.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.47M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$5.87M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.18M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.8M
3
LI
3
LVZ Inc
Michigan
$0
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
SI
5
Stephens Inc
Arkansas
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$2.21M -$157K -1,088 -7%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$2.18M -$7.27M -50,343 -77%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.01M -$515K -3,569 -20%
GIA
54
GHP Investment Advisors
Colorado
$1.97M -$29.9K -207 -1%
TFF
55
The Family Firm
Maryland
$1.95M +$95K +646 +5%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$1.94M +$1.32M +9,165 +213%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.92M +$114K +789 +6%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$1.85M +$125K +865 +7%
MFT
59
Moisand Fitzgerald Tamayo
Florida
$1.79M -$63.6K -441 -3%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$1.74M -$1.74M -12,093 -50%
Mariner
61
Mariner
Kansas
$1.69M +$1.69M +11,710 New
Renaissance Technologies
62
Renaissance Technologies
New York
$1.49M -$933K -6,466 -38%
CI Investments Inc
63
CI Investments Inc
Ontario, Canada
$1.43M -$148K -1,026 -9%
KCM
64
Kendall Capital Management
Maryland
$1.39M +$497K +3,442 +56%
C
65
Certuity
Florida
$1.38M +$2.6K +18 +0.2%
TC
66
TAP Consulting
Missouri
$1.36M -$30.3K -210 -2%
SWM
67
Spire Wealth Management
Virginia
$1.34M -$2.03M -14,820 -60%
Fidelity International
68
Fidelity International
Bermuda
$1.33M – – –
KPWS
69
Kestra Private Wealth Services
Texas
$1.16M – – –
RJFSA
70
Raymond James Financial Services Advisors
Florida
$1.08M -$828K -5,741 -43%
PAS
71
Park Avenue Securities
New York
$1.07M +$180K +1,249 +20%
BAMG
72
Brand Asset Management Group
Missouri
$1.03M – – –
UCFA
73
United Capital Financial Advisors
Texas
$1.02M -$36K -249 -3%
AA
74
Ancora Advisors
Ohio
$1.02M – – –
JWS
75
Juncture Wealth Strategies
Arizona
$1.01M +$151K +1,045 +17%
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3
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