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iShares Micro-Cap ETF
IWC

Overview Fund Activity

220 hedge funds and large institutions have $755M invested in iShares Micro-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
31
Increased
57
Reduced
73
Closed
19
Calls
$23.3M
Puts
$14.1M
Net Calls
+$9.15M
Net Calls Change
+$976K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49M
2
CI
2
CX Institutional
Indiana
$7.22M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$19.5M
5
EWM
5
Empirical Wealth Management
Washington
$15.8M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$548K
4
LPL Financial
4
LPL Financial
California
$6.22M
5
UBS Group
5
UBS Group
Switzerland
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
76
Valmark Advisers
Ohio
$1.11M +$1.11M +7,277 New
BAMG
77
Brand Asset Management Group
Missouri
$1.09M -$15.9K -104 -1%
AA
78
Ancora Advisors
Ohio
$1.08M -$23.7K -155 -2%
SAM
79
Silvercrest Asset Management
New York
$1.06M -$3.82K -25 -0.4%
JGIA
80
Jackson Grant Investment Advisers
Connecticut
$997K +$610 +4 +0.1%
RIM
81
Rockbridge Investment Management
New York
$996K -$120K -786 -11%
CCWA
82
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$992K +$992K +6,500 New
KCM
83
Kendall Capital Management
Maryland
$945K +$945K +6,194 New
EIP
84
Ellis Investment Partners
Pennsylvania
$943K +$29.8K +195 +3%
PAS
85
Park Avenue Securities
New York
$943K +$101K +664 +12%
KeyBank National Association
86
KeyBank National Association
Ohio
$932K -$14.5K -95 -2%
JWS
87
Juncture Wealth Strategies
Arizona
$874K -$81.9K -560 -9%
FAIM
88
Financial Advocates Investment Management
Washington
$787K +$143K +935 +22%
VCP
89
Vista Capital Partners
Oregon
$769K -$10.7K -70 -1%
SC
90
Sepio Capital
Utah
$758K +$458 +3 +0.1%
TIM
91
Tortoise Investment Management
New York
$705K -$12.2K -80 -2%
CAL
92
Capital Analysts LLC
Pennsylvania
$702K +$22.1K +145 +3%
Northern Trust
93
Northern Trust
Illinois
$686K +$686K +4,493 New
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$656K +$656K +4,301 New
MWM
95
Modera Wealth Management
New Jersey
$649K – – –
PGA
96
Portland Global Advisors
Maine
$646K -$24.4K -160 -4%
NAM
97
NTV Asset Management
West Virginia
$612K – – –
HI
98
Harbour Investments
Wisconsin
$610K -$25K -164 -4%
EWA
99
Exencial Wealth Advisors
Oklahoma
$598K +$598K +3,921 New
PO
100
Private Ocean
California
$583K – – –
2 3
4
5 6