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iShares Micro-Cap ETF
IWC

Overview Fund Activity

179 hedge funds and large institutions have $538M invested in iShares Micro-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+22
Holders Change %
+14.01%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
41
Reduced
59
Closed
10
Calls
$783K
Puts
$1.96M
Net Calls
-$1.17M
Net Calls Change
-$1.58M

Top Buyers

1
SI
Stephens Inc
Arkansas
$35.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.3M
3
UBS Group
UBS Group
Switzerland
$11.5M
4
LI
LVZ Inc
Michigan
$3.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.55M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
$62.1M
2
Bank of America
Bank of America
North Carolina
$25.3M
3
DY
Dowling & Yahnke
California
$10.3M
4
AAS
Avantax Advisory Services
Texas
$19.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
101
Garrison Point Advisors
California
$307K – – –
KWM
102
Keebeck Wealth Management
Illinois
$303K – – –
Jane Street
103
Jane Street
New York
$301K -$15.9K -134 -5%
WA
104
WP Advisors
California
$300K +$950 +8 +0.3%
HKAM
105
Horizon Kinetics Asset Management
New York
$292K -$70.5K -594 -19%
FWM
106
Frontier Wealth Management
Missouri
$281K +$237 +2 +0.1%
EVM
107
Eaton Vance Management
Massachusetts
$278K +$278K +2,349 New
BI
108
Berkeley Inc
Idaho
$278K +$278K +2,340 New
GWM
109
Gray Wealth Management
Maine
$276K – – –
EA
110
Elm Advisors
California
$275K -$16.6K -140 -6%
FHA
111
First Horizon Advisors
Tennessee
$272K – – –
AIS
112
American Investment Services
Massachusetts
$269K -$116K -979 -30%
SS
113
Simplicity Solutions
Minnesota
$262K +$262K +2,208 New
Baird Financial Group
114
Baird Financial Group
Wisconsin
$255K +$255K +2,153 New
SAM
115
Secure Asset Management
Michigan
$254K +$254K +2,144 New
MSAM
116
Moloney Securities Asset Management
Missouri
$251K +$251K +2,113 New
CWA
117
Clarus Wealth Advisors
Arizona
$244K +$244K +1,932 New
PA
118
Paracle Advisors
Washington
$242K -$24.7K -208 -9%
NFC
119
Northeast Financial Consultants
Connecticut
$237K +$237K +2,000 New
PA
120
Parallel Advisors
California
$228K – – –
IWM
121
IHT Wealth Management
Illinois
$226K +$226K +1,906 New
JPLA
122
Joseph P. Lucia & Associates
New York
$221K +$221K +1,865 New
PCG
123
Private Capital Group
Connecticut
$219K – – –
AIP
124
Ahrens Investment Partners
Louisiana
$217K +$217K +1,825 New
RJA
125
Raymond James & Associates
Florida
$213K +$213K +1,793 New
3 4
5
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