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iShares Micro-Cap ETF
IWC

Overview Fund Activity

157 hedge funds and large institutions have $389M invested in iShares Micro-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
33
Reduced
71
Closed
23
Calls
$697K
Puts
$290K
Net Calls
+$407K
Net Calls Change
+$163K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$2.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.72M
3
MAM
Marquette Asset Management
Minnesota
+$1.62M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$1.36M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.24M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.59M
2
LI
LVZ Inc
Michigan
-$2.19M
3
CG
Cutler Group
California
-$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.64M
5
SWP
Summit Wealth Partners
Florida
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
76
Sepio Capital
Utah
$447K +$1.54K +17 +0.3%
EGA
77
Eagle Global Advisors
Texas
$442K -$325K -3,600 -42%
MAS
78
Managed Account Services
Florida
$417K -$9.99K -102 -2%
PGA
79
Portland Global Advisors
Maine
$413K – – –
FA
80
FCG Advisors
New Jersey
$407K +$407K +4,504 New
TRCT
81
Tower Research Capital (TRC)
New York
$400K +$400K +4,421 New
MWM
82
Modera Wealth Management
New Jersey
$389K – – –
CAL
83
Capital Analysts LLC
Pennsylvania
$384K +$170K +1,875 +79%
NAM
84
NTV Asset Management
West Virginia
$372K – – –
LSA
85
Lion Street Advisors
Texas
$339K +$339K +3,658 New
NCM
86
Next Capital Management
New York
$328K – – –
PAS
87
Park Avenue Securities
New York
$328K +$40.6K +449 +14%
Truist Financial
88
Truist Financial
North Carolina
$296K -$30.7K -340 -9%
AIS
89
American Investment Services
Massachusetts
$294K +$83.6K +924 +40%
AC
90
Alexandria Capital
Virginia
$283K -$7.88K -87 -3%
HKAM
91
Horizon Kinetics Asset Management
New York
$276K -$3.53K -39 -1%
KAS
92
Kestra Advisory Services
Texas
$265K +$265K +48 New
BFO
93
Boston Family Office
Massachusetts
$250K -$24.9K -275 -9%
SFG
94
Summit Financial Group
West Virginia
$249K -$38.5K -425 -13%
Jane Street
95
Jane Street
New York
$241K +$241K +2,668 New
BJ
96
Brouwer & Janachowski
California
$239K – – –
FTUS
97
Flow Traders U.S.
New York
$235K +$235K +2,593 New
GPA
98
Garrison Point Advisors
California
$234K +$3.61K +40 +2%
KWM
99
Keebeck Wealth Management
Illinois
$230K – – –
WA
100
WP Advisors
California
$228K +$724 +8 +0.3%
2 3
4
5 6