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iShares Micro-Cap ETF
IWC

Overview Fund Activity

204 hedge funds and large institutions have $721M invested in iShares Micro-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-16
Holders Change %
-7.27%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
64
Reduced
60
Closed
26
Calls
$9.25M
Puts
$5.7M
Net Calls
+$3.55M
Net Calls Change
-$5.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.3M
3
MFM
3
MD Financial Management
Ontario, Canada
$68.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.47M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$5.87M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.18M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.8M
3
LI
3
LVZ Inc
Michigan
$0
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
SI
5
Stephens Inc
Arkansas
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Acropolis Investment Management
Missouri
$994K -$17.4K -128 -2%
RIM
77
Rockbridge Investment Management
New York
$942K – – –
CCWA
78
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$938K – – –
EIP
79
Ellis Investment Partners
Pennsylvania
$936K +$44.3K +307 +5%
CIA
80
Capital Investment Advisors
Georgia
$912K -$213K -1,480 -19%
KeyBank National Association
81
KeyBank National Association
Ohio
$868K -$13.7K -95 -2%
SAM
82
Silvercrest Asset Management
New York
$855K -$151K -1,045 -15%
JGIA
83
Jackson Grant Investment Advisers
Connecticut
$758K -$186K -1,286 -20%
CAL
84
Capital Analysts LLC
Pennsylvania
$738K +$74.3K +515 +11%
VCP
85
Vista Capital Partners
Oregon
$727K – – –
SC
86
Sepio Capital
Utah
$719K +$1.44K +10 +0.2%
PWS
87
Precision Wealth Strategies
Missouri
$709K +$364K +2,519 +105%
MFW
88
Meristem Family Wealth
Minnesota
$672K +$672K +4,654 New
TIM
89
Tortoise Investment Management
New York
$657K -$9.67K -67 -1%
Barclays
90
Barclays
United Kingdom
$648K +$152K +1,050 +31%
MWM
91
Modera Wealth Management
New Jersey
$614K – – –
PGA
92
Portland Global Advisors
Maine
$605K -$5.77K -40 -0.9%
NAM
93
NTV Asset Management
West Virginia
$579K – – –
CFD
94
Creative Financial Designs
Indiana
$565K +$15.4K +107 +3%
CGA
95
Crescent Grove Advisors
Illinois
$516K +$215K +1,491 +71%
Northern Trust
96
Northern Trust
Illinois
$498K -$150K -1,040 -23%
BSW
97
Buckingham Strategic Wealth
Missouri
$497K +$867 +6 +0.2%
EGA
98
Eagle Global Advisors
Texas
$488K – – –
PO
99
Private Ocean
California
$483K -$68.1K -472 -12%
SS
100
Simplicity Solutions
Minnesota
$471K +$16.5K +114 +4%
2 3
4
5 6