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iShares Micro-Cap ETF
IWC

Overview Fund Activity

179 hedge funds and large institutions have $538M invested in iShares Micro-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+22
Holders Change %
+14.01%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
41
Reduced
59
Closed
10
Calls
$783K
Puts
$1.96M
Net Calls
-$1.17M
Net Calls Change
-$1.58M

Top Buyers

1
SI
Stephens Inc
Arkansas
+$35.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.81M
3
UBS Group
UBS Group
Switzerland
+$4.09M
4
LI
LVZ Inc
Michigan
+$3.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.99M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$9.05M
2
Bank of America
Bank of America
North Carolina
-$6.43M
3
DY
Dowling & Yahnke
California
-$4.83M
4
AAS
Avantax Advisory Services
Texas
-$3.29M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$667K +$16.9K +142 +3%
VCP
77
Vista Capital Partners
Oregon
$624K -$47.9K -404 -7%
FMC
78
First Merchants Corp
Indiana
$623K -$783K -6,595 -56%
TIM
79
Tortoise Investment Management
New York
$599K -$17.8K -150 -3%
SC
80
Sepio Capital
Utah
$589K +$1.78K +15 +0.3%
AIP
81
Almanack Investment Partners
Pennsylvania
$587K +$356 +3 +0.1%
RHJA
82
Rice Hall James & Associates
California
$587K +$587K +4,951 New
EGA
83
Eagle Global Advisors
Texas
$580K – – –
CAL
84
Capital Analysts LLC
Pennsylvania
$560K +$55.8K +470 +11%
MAS
85
Managed Account Services
Florida
$552K -$18.2K -136 -3%
PGA
86
Portland Global Advisors
Maine
$541K – – –
JC
87
Jentner Corp
Ohio
$523K +$523K +4,411 New
MWM
88
Modera Wealth Management
New Jersey
$510K – – –
CAN
89
Cetera Advisor Networks
California
$507K +$507K +4,275 New
CFD
90
Creative Financial Designs
Indiana
$479K +$436K +3,673 +1,020%
NAM
91
NTV Asset Management
West Virginia
$476K -$11.9K -100 -2%
NL
92
NWAM LLC
Washington
$445K +$445K +3,748 New
PAS
93
Park Avenue Securities
New York
$435K +$4.87K +41 +1%
Truist Financial
94
Truist Financial
North Carolina
$389K – – –
NCM
95
Next Capital Management
New York
$371K -$59.5K -501 -14%
AC
96
Alexandria Capital
Virginia
$329K -$41.4K -349 -11%
BFO
97
Boston Family Office
Massachusetts
$327K – – –
KAS
98
Kestra Advisory Services
Texas
$327K +$321K +2,699 +5,623%
SFG
99
Summit Financial Group
West Virginia
$326K – – –
BJ
100
Brouwer & Janachowski
California
$313K – – –
2 3
4
5 6