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iShares Micro-Cap ETF
IWC

Overview Fund Activity

157 hedge funds and large institutions have $389M invested in iShares Micro-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
33
Reduced
71
Closed
23
Calls
$697K
Puts
$290K
Net Calls
+$407K
Net Calls Change
+$163K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$2.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.72M
3
MAM
Marquette Asset Management
Minnesota
+$1.62M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$1.36M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.24M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.59M
2
LI
LVZ Inc
Michigan
-$2.19M
3
CG
Cutler Group
California
-$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.64M
5
SWP
Summit Wealth Partners
Florida
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
101
Elm Advisors
California
$222K -$24.4K -270 -10%
FWM
102
Frontier Wealth Management
Missouri
$214K +$90 +1 +0%
GWM
103
Gray Wealth Management
Maine
$211K +$91 +1 +0%
FHA
104
First Horizon Advisors
Tennessee
$208K -$2.27K -25 -1%
PA
105
Paracle Advisors
Washington
$203K +$203K +2,248 New
Simplex Trading
106
Simplex Trading
Illinois
$184K +$92K +1,020 +100%
PA
107
Parallel Advisors
California
$174K – – –
PCG
108
Private Capital Group
Connecticut
$167K – – –
GWM
109
Geneos Wealth Management
Colorado
$141K -$438 -5 -0.3%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$140K – – –
ADL
111
Asset Dedication LLC
California
$118K -$34.3K -383 -23%
FFW
112
Fusion Family Wealth
New York
$117K -$905 -10 -0.8%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$113K -$2.73K -30 -2%
AF
114
Allworth Financial
California
$97K -$14.2K -157 -13%
SIC
115
Salem Investment Counselors
North Carolina
$94K -$26.8K -295 -22%
PFO
116
Pathstone Family Office
New Jersey
$90K +$90K +1,000 New
GWS
117
Glassman Wealth Services
Virginia
$82K +$272 +3 +0.3%
FHC
118
First Horizon Corporation
Tennessee
$79K +$79K +876 New
PFS
119
Prospera Financial Services
Texas
$76K +$76K +836 New
APA
120
American Portfolios Advisors
New York
$59.7K +$31.4K +347 +111%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$59K – – –
HFA
122
HC Financial Advisors
California
$55K – – –
CSPIA
123
Cary Street Partners Investment Advisory
Virginia
$54K +$54K +594 New
PAIM
124
Punch & Associates Investment Management
Minnesota
$46K – – –
MCM
125
Manchester Capital Management
Vermont
$43K – – –
3 4
5
6 7