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iShares Micro-Cap ETF
IWC

Overview Fund Activity

209 hedge funds and large institutions have $735M invested in iShares Micro-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+30
Holders Change %
+16.76%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
46
Reduced
74
Closed
16
Calls
$21.1M
Puts
$12.9M
Net Calls
+$8.17M
Net Calls Change
+$9.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
2
Morgan Stanley
Morgan Stanley
New York
$37.4M
3
PS
Portfolio Strategies
New York
$15.6M
4
Goldman Sachs
Goldman Sachs
New York
$16.7M
5
Bank of America
Bank of America
North Carolina
$45.7M

Top Sellers

1
SI
Stephens Inc
Arkansas
$27.6M
2
MFM
MD Financial Management
Ontario, Canada
$38.7M
3
Fidelity International
Fidelity International
Bermuda
$1.36M
4
EWM
Empirical Wealth Management
Washington
$12.7M
5
OCM
One Capital Management
California
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$1.15M +$74.4K +506 +7%
RJA
77
Raymond James & Associates
Florida
$1.13M +$866K +5,892 +329%
BSW
78
Buckingham Strategic Wealth
Missouri
$1.1M -$230K -1,563 -17%
RIM
79
Rockbridge Investment Management
New York
$1.07M +$22.3K +152 +2%
BAMG
80
Brand Asset Management Group
Missouri
$1.06M -$88.2K -600 -8%
AA
81
Ancora Advisors
Ohio
$1.06M – – –
SAM
82
Silvercrest Asset Management
New York
$1.03M -$3.67K -25 -0.4%
JGIA
83
Jackson Grant Investment Advisers
Connecticut
$960K -$3.97K -27 -0.4%
JWS
84
Juncture Wealth Strategies
Arizona
$941K -$495K -3,439 -34%
KeyBank National Association
85
KeyBank National Association
Ohio
$911K – – –
EIP
86
Ellis Investment Partners
Pennsylvania
$879K -$20K -136 -2%
SWM
87
Spire Wealth Management
Virginia
$873K +$873K +8,040 New
MSAM
88
Moloney Securities Asset Management
Missouri
$868K +$558K +3,794 +180%
PAS
89
Park Avenue Securities
New York
$811K +$272K +1,852 +51%
CCMG
90
Clark Capital Management Group
Pennsylvania
$790K +$790K +5,375 New
VCP
91
Vista Capital Partners
Oregon
$751K -$22.5K -153 -3%
PCM
92
Penserra Capital Management
California
$747K +$747K +5,088 New
SC
93
Sepio Capital
Utah
$730K +$882 +6 +0.1%
CG
94
Cutler Group
California
$705K +$705K +4,800 New
TIM
95
Tortoise Investment Management
New York
$691K -$50.7K -345 -7%
CAL
96
Capital Analysts LLC
Pennsylvania
$655K -$38.2K -260 -6%
PGA
97
Portland Global Advisors
Maine
$646K -$24.3K -165 -4%
MWM
98
Modera Wealth Management
New Jersey
$625K -$7.2K -49 -1%
FAIM
99
Financial Advocates Investment Management
Washington
$621K -$1.01M -6,852 -62%
HI
100
Harbour Investments
Wisconsin
$612K +$612K +4,163 New
2 3
4
5 6