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iShares Micro-Cap ETF
IWC

Overview Fund Activity

220 hedge funds and large institutions have $755M invested in iShares Micro-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
31
Increased
57
Reduced
73
Closed
19
Calls
$23.3M
Puts
$14.1M
Net Calls
+$9.15M
Net Calls Change
+$976K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49M
2
CI
2
CX Institutional
Indiana
$7.22M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$19.5M
5
EWM
5
Empirical Wealth Management
Washington
$15.8M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$548K
4
LPL Financial
4
LPL Financial
California
$6.22M
5
UBS Group
5
UBS Group
Switzerland
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
101
Creative Financial Designs
Indiana
$582K +$19.7K +129 +4%
SPC
102
Sigma Planning Corp
Michigan
$550K +$550K +3,601 New
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$548K -$5.46M -35,797 -91%
BSW
104
Buckingham Strategic Wealth
Missouri
$524K -$615K -4,029 -54%
Barclays
105
Barclays
United Kingdom
$524K +$515K +3,378 +5,725%
EGA
106
Eagle Global Advisors
Texas
$516K +$134K +880 +35%
MAS
107
Managed Account Services
Florida
$490K -$19.7K -129 -4%
FMC
108
First Merchants Corp
Indiana
$488K -$76.6K -502 -14%
SS
109
Simplicity Solutions
Minnesota
$481K +$77.7K +509 +19%
NCM
110
Next Capital Management
New York
$477K – – –
NL
111
NWAM LLC
Washington
$468K +$915 +6 +0.2%
JC
112
Jentner Corp
Ohio
$452K -$14.2K -93 -3%
SFG
113
Summit Financial Group
West Virginia
$420K – – –
BFO
114
Boston Family Office
Massachusetts
$418K – – –
AL
115
Aspiriant LLC
California
$417K +$417K +2,733 New
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$407K +$405K +2,650 +17,667%
BJ
117
Brouwer & Janachowski
California
$403K – – –
MM
118
Meridian Management
Arkansas
$396K – – –
GPA
119
Garrison Point Advisors
California
$395K – – –
TPWA
120
TRUE Private Wealth Advisors
Oregon
$386K +$386K +2,530 New
AIP
121
Almanack Investment Partners
Pennsylvania
$380K -$1.38K -9 -0.4%
BA
122
Bridgewater Advisors
New York
$373K +$373K +2,445 New
PWS
123
Precision Wealth Strategies
Missouri
$365K +$365K +2,393 New
WP
124
WealthSource Partners
California
$361K +$152 +1 +0%
EVM
125
Eaton Vance Management
Massachusetts
$358K – – –
3 4
5
6 7