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iShares Micro-Cap ETF
IWC

Overview Fund Activity

209 hedge funds and large institutions have $735M invested in iShares Micro-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+30
Holders Change %
+16.76%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
46
Reduced
74
Closed
16
Calls
$21.1M
Puts
$12.9M
Net Calls
+$8.17M
Net Calls Change
+$9.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
2
Morgan Stanley
Morgan Stanley
New York
$37.4M
3
PS
Portfolio Strategies
New York
$15.6M
4
Goldman Sachs
Goldman Sachs
New York
$16.7M
5
Bank of America
Bank of America
North Carolina
$45.7M

Top Sellers

1
SI
Stephens Inc
Arkansas
$27.6M
2
MFM
MD Financial Management
Ontario, Canada
$38.7M
3
Fidelity International
Fidelity International
Bermuda
$1.36M
4
EWM
Empirical Wealth Management
Washington
$12.7M
5
OCM
One Capital Management
California
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
101
NTV Asset Management
West Virginia
$589K – – –
PO
102
Private Ocean
California
$561K +$561K +3,820 New
FMC
103
First Merchants Corp
Indiana
$544K -$228K -1,551 -30%
CFD
104
Creative Financial Designs
Indiana
$541K -$51.6K -351 -9%
MAS
105
Managed Account Services
Florida
$491K -$115K -781 -19%
NCM
106
Next Capital Management
New York
$459K – – –
NL
107
NWAM LLC
Washington
$450K -$101K -685 -18%
JC
108
Jentner Corp
Ohio
$449K -$199K -1,355 -31%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$436K +$436K +2,965 New
SFG
110
Summit Financial Group
West Virginia
$404K – – –
BFO
111
Boston Family Office
Massachusetts
$402K -$2.64K -18 -0.7%
BJ
112
Brouwer & Janachowski
California
$388K – – –
SS
113
Simplicity Solutions
Minnesota
$388K +$63.6K +433 +20%
CAN
114
Cetera Advisor Networks
California
$382K -$246K -1,675 -39%
MM
115
Meridian Management
Arkansas
$382K +$382K +2,598 New
NL
116
NVWM LLC
Pennsylvania
$382K +$382K +2,598 New
GPA
117
Garrison Point Advisors
California
$381K – – –
RHJA
118
Rice Hall James & Associates
California
$371K -$356K -2,425 -49%
AIP
119
Almanack Investment Partners
Pennsylvania
$367K -$360K -2,450 -50%
EGA
120
Eagle Global Advisors
Texas
$367K -$351K -2,390 -49%
AC
121
Alexandria Capital
Virginia
$367K -$40.2K -274 -10%
WP
122
WealthSource Partners
California
$348K +$348K +2,368 New
EVM
123
Eaton Vance Management
Massachusetts
$345K – – –
BI
124
Berkeley Inc
Idaho
$344K +$147 +1 +0%
HKAM
125
Horizon Kinetics Asset Management
New York
$341K -$20.1K -137 -6%
3 4
5
6 7