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iShares Micro-Cap ETF
IWC

Overview Fund Activity

204 hedge funds and large institutions have $721M invested in iShares Micro-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-16
Holders Change %
-7.27%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
64
Reduced
60
Closed
26
Calls
$9.25M
Puts
$5.7M
Net Calls
+$3.55M
Net Calls Change
-$5.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.3M
3
MFM
3
MD Financial Management
Ontario, Canada
$68.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.47M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$5.87M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.18M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.8M
3
LI
3
LVZ Inc
Michigan
$0
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
SI
5
Stephens Inc
Arkansas
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
101
Next Capital Management
New York
$451K – – –
NL
102
NWAM LLC
Washington
$450K +$6.65K +46 +1%
FMC
103
First Merchants Corp
Indiana
$435K -$26.3K -182 -6%
JC
104
Jentner Corp
Ohio
$423K -$4.33K -30 -1%
FHA
105
First Horizon Advisors
Tennessee
$420K +$85.6K +593 +26%
MAS
106
Managed Account Services
Florida
$419K -$43.7K -303 -9%
SFG
107
Summit Financial Group
West Virginia
$397K – – –
MM
108
Meridian Management
Arkansas
$391K +$15.9K +110 +4%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$385K – – –
BJ
110
Brouwer & Janachowski
California
$378K -$3.03K -21 -0.8%
GPA
111
Garrison Point Advisors
California
$374K – – –
IFWM
112
Institute for Wealth Management
Colorado
$364K +$98.8K +685 +37%
BA
113
Bridgewater Advisors
New York
$353K – – –
BFO
114
Boston Family Office
Massachusetts
$350K -$45.8K -317 -12%
WP
115
WealthSource Partners
California
$342K – – –
BI
116
Berkeley Inc
Idaho
$338K +$144 +1 +0%
HKAM
117
Horizon Kinetics Asset Management
New York
$327K – – –
GWM
118
Gray Wealth Management
Maine
$323K – – –
CAN
119
Cetera Advisor Networks
California
$307K +$49.1K +340 +19%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$306K -$2.75K -19 -0.9%
FAIM
121
Financial Advocates Investment Management
Washington
$302K -$441K -3,062 -59%
BDWCC
122
B&D White Capital Company
Texas
$300K +$300K +2,081 New
KWM
123
Keebeck Wealth Management
Illinois
$292K – – –
MSAM
124
Moloney Securities Asset Management
Missouri
$290K +$1.87K +13 +0.7%
NFC
125
Northeast Financial Consultants
Connecticut
$289K – – –
3 4
5
6 7