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iShares Micro-Cap ETF
IWC

Overview Fund Activity

162 hedge funds and large institutions have $383M invested in iShares Micro-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
24
Increased
39
Reduced
59
Closed
24
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
-$24K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.3M
2
LI
LVZ Inc
Michigan
$2.19M
3
HHGA
Halbert Hargrove Global Advisors
California
$18.9M
4
SC
Schoolcraft Capital
Colorado
$5.45M
5
MAM
Marquette Asset Management
Minnesota
$1.64M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.42M
3
MFM
MD Financial Management
Ontario, Canada
$52.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$539K
5
Wells Fargo
Wells Fargo
California
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
101
Frontier Wealth Management
Missouri
$206K +$206K +2,365 New
AIS
102
American Investment Services
Massachusetts
$203K +$203K +2,325 New
FHA
103
First Horizon Advisors
Tennessee
$202K -$113K -1,300 -36%
GWM
104
Gray Wealth Management
Maine
$202K +$202K +2,320 New
JC
105
Jentner Corp
Ohio
$201K +$201K +2,300 New
MSAM
106
Moloney Securities Asset Management
Missouri
$201K +$201K +2,303 New
JPLA
107
Joseph P. Lucia & Associates
New York
$178K -$80.5K -923 -31%
CAN
108
Cetera Advisor Networks
California
$170K +$170K +1,945 New
PA
109
Parallel Advisors
California
$167K – – –
PCG
110
Private Capital Group
Connecticut
$161K -$60.1K -690 -27%
ADL
111
Asset Dedication LLC
California
$147K – – –
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$140K – – –
GWM
113
Geneos Wealth Management
Colorado
$135K -$16.3K -195 -11%
SIC
114
Salem Investment Counselors
North Carolina
$116K -$147K -1,685 -56%
FFW
115
Fusion Family Wealth
New York
$114K -$218K -2,495 -66%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$112K – – –
AF
117
Allworth Financial
California
$108K +$61.1K +697 +130%
GRP
118
Global Retirement Partners
California
$96K -$2.01K -23 -2%
Simplex Trading
119
Simplex Trading
Illinois
$89K +$8.72K +100 +11%
GWS
120
Glassman Wealth Services
Virginia
$79K +$526 +6 +0.7%
PAG
121
Private Advisor Group
New Jersey
$68K +$68K +777 New
CFD
122
Creative Financial Designs
Indiana
$65K +$6.11K +70 +10%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$57K -$3.07K -35 -5%
HFA
124
HC Financial Advisors
California
$53K – – –
Fidelity Investments
125
Fidelity Investments
Massachusetts
$48K +$2.34K +27 +5%
3 4
5
6 7