IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

162 hedge funds and large institutions have $383M invested in iShares Micro-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
24
Increased
39
Reduced
59
Closed
24
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
-$24K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.3M
2
LI
LVZ Inc
Michigan
$2.19M
3
HHGA
Halbert Hargrove Global Advisors
California
$18.9M
4
SC
Schoolcraft Capital
Colorado
$5.45M
5
MAM
Marquette Asset Management
Minnesota
$1.64M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.42M
3
MFM
MD Financial Management
Ontario, Canada
$52.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$539K
5
Wells Fargo
Wells Fargo
California
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
76
Tortoise Investment Management
New York
$453K -$63.2K -725 -12%
SC
77
Sepio Capital
Utah
$430K +$430K +4,928 New
BSW
78
Buckingham Strategic Wealth
Missouri
$398K -$111K -1,273 -22%
PGA
79
Portland Global Advisors
Maine
$398K – – –
MAS
80
Managed Account Services
Florida
$384K -$17.1K -194 -4%
MWM
81
Modera Wealth Management
New Jersey
$375K – – –
NAM
82
NTV Asset Management
West Virginia
$359K -$180K -2,060 -33%
NCM
83
Next Capital Management
New York
$316K -$41.6K -477 -12%
Truist Financial
84
Truist Financial
North Carolina
$316K -$2.97K -34 -0.9%
KeyBank National Association
85
KeyBank National Association
Ohio
$309K +$23.8K +272 +8%
FAAM
86
First Ascent Asset Management
Colorado
$292K -$99.7K -1,142 -25%
RHJA
87
Rice Hall James & Associates
California
$289K +$289K +3,310 New
AC
88
Alexandria Capital
Virginia
$280K -$84.5K -969 -23%
SFG
89
Summit Financial Group
West Virginia
$277K – – –
PAS
90
Park Avenue Securities
New York
$277K +$277K +3,176 New
HKAM
91
Horizon Kinetics Asset Management
New York
$270K -$56.4K -646 -17%
BFO
92
Boston Family Office
Massachusetts
$265K -$24K -275 -8%
SAM
93
Secure Asset Management
Michigan
$256K +$256K +2,939 New
EA
94
Elm Advisors
California
$238K +$238K +2,724 New
BJ
95
Brouwer & Janachowski
California
$230K +$230K +2,641 New
GPA
96
Garrison Point Advisors
California
$223K +$223K +2,550 New
KWM
97
Keebeck Wealth Management
Illinois
$222K +$222K +2,550 New
WA
98
WP Advisors
California
$219K +$219K +2,510 New
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$217K – – –
CAL
100
Capital Analysts LLC
Pennsylvania
$207K -$407K -4,665 -66%
2 3
4
5 6