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iShares Micro-Cap ETF
IWC

Overview Fund Activity

228 hedge funds and large institutions have $752M invested in iShares Micro-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+24
Holders Change %
+11.76%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
51
Increased
66
Reduced
56
Closed
22
Calls
$3.91M
Puts
$1.52M
Net Calls
+$2.39M
Net Calls Change
-$1.16M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$23.4M
2
MFM
MD Financial Management
Ontario, Canada
$71.4M
3
Bank of America
Bank of America
North Carolina
$48.4M
4
AA
Ancora Advisors
Ohio
$4.65M
5
LI
LVZ Inc
Michigan
$3.61M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.7M
2
FTUS
Flow Traders U.S.
New York
$0
3
Wells Fargo
Wells Fargo
California
$15.3M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$6.48M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$1.12M – – –
JWS
77
Juncture Wealth Strategies
Arizona
$1.09M +$113K +806 +11%
SWM
78
Spire Wealth Management
Virginia
$1M -$361K -2,583 -26%
UCFA
79
United Capital Financial Advisors
Texas
$997K +$6.15K +44 +0.6%
BAMG
80
Brand Asset Management Group
Missouri
$994K – – –
AIM
81
Acropolis Investment Management
Missouri
$992K -$29.3K -210 -3%
EIP
82
Ellis Investment Partners
Pennsylvania
$903K -$3.21K -23 -0.4%
CIA
83
Capital Investment Advisors
Georgia
$876K -$7.69K -55 -0.9%
KeyBank National Association
84
KeyBank National Association
Ohio
$840K – – –
SAM
85
Silvercrest Asset Management
New York
$828K – – –
GC
86
GFG Capital
Florida
$799K +$799K +5,715 New
PWS
87
Precision Wealth Strategies
Missouri
$783K +$96.6K +691 +14%
JC
88
Jentner Corp
Ohio
$760K +$350K +2,509 +86%
CAL
89
Capital Analysts LLC
Pennsylvania
$747K +$32K +229 +4%
JGIA
90
Jackson Grant Investment Advisers
Connecticut
$740K +$6.29K +45 +0.9%
VCP
91
Vista Capital Partners
Oregon
$704K – – –
SC
92
Sepio Capital
Utah
$699K +$2.8K +20 +0.4%
MFW
93
Meristem Family Wealth
Minnesota
$650K – – –
TIM
94
Tortoise Investment Management
New York
$636K – – –
TDC
95
Thompson Davis & Co
Virginia
$623K +$623K +4,459 New
MWM
96
Modera Wealth Management
New Jersey
$598K +$3.77K +27 +0.6%
PGA
97
Portland Global Advisors
Maine
$586K – – –
NAM
98
NTV Asset Management
West Virginia
$560K – – –
CFD
99
Creative Financial Designs
Indiana
$551K +$3.91K +28 +0.7%
EWA
100
Exencial Wealth Advisors
Oklahoma
$548K +$548K +3,921 New
2 3
4
5 6