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iShares Micro-Cap ETF
IWC

Overview Fund Activity

228 hedge funds and large institutions have $752M invested in iShares Micro-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+24
Holders Change %
+11.76%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
51
Increased
66
Reduced
56
Closed
22
Calls
$3.91M
Puts
$1.52M
Net Calls
+$2.39M
Net Calls Change
-$1.16M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$23.4M
2
MFM
MD Financial Management
Ontario, Canada
$71.4M
3
Bank of America
Bank of America
North Carolina
$48.4M
4
AA
Ancora Advisors
Ohio
$4.65M
5
LI
LVZ Inc
Michigan
$3.61M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.7M
2
FTUS
Flow Traders U.S.
New York
$0
3
Wells Fargo
Wells Fargo
California
$15.3M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$6.48M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
101
Crescent Grove Advisors
Illinois
$534K +$34.5K +247 +7%
EWM
102
Endowment Wealth Management
Wisconsin
$499K +$499K +3,573 New
BSW
103
Buckingham Strategic Wealth
Missouri
$476K -$4.89K -35 -1%
MML Investors Services
104
MML Investors Services
Massachusetts
$449K -$1.41M -10,067 -76%
NL
105
NWAM LLC
Washington
$444K +$9.08K +65 +2%
PA
106
Procyon Advisors
Connecticut
$443K +$223K +1,593 +101%
NCM
107
Next Capital Management
New York
$436K – – –
IFWM
108
Institute for Wealth Management
Colorado
$411K +$58K +415 +16%
Cerity Partners
109
Cerity Partners
New York
$403K +$403K +2,884 New
EGA
110
Eagle Global Advisors
Texas
$402K -$69.8K -500 -15%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$402K +$29.9K +214 +8%
CWM
112
C2C Wealth Management
Arizona
$394K +$394K +2,817 New
HNWAG
113
High Net Worth Advisory Group
Florida
$393K +$393K +2,816 New
PO
114
Private Ocean
California
$389K -$78.8K -564 -17%
SFG
115
Summit Financial Group
West Virginia
$384K – – –
MM
116
Meridian Management
Arkansas
$378K – – –
GPA
117
Garrison Point Advisors
California
$362K – – –
CPA
118
Cardiff Park Advisors
California
$352K +$352K +2,520 New
BHWM
119
Beaird Harris Wealth Management
Texas
$351K +$351K +2,509 New
FAIM
120
Financial Advocates Investment Management
Washington
$347K +$53.8K +385 +18%
BFO
121
Boston Family Office
Massachusetts
$339K – – –
WP
122
WealthSource Partners
California
$331K +$419 +3 +0.1%
EVM
123
Eaton Vance Management
Massachusetts
$328K – – –
BI
124
Berkeley Inc
Idaho
$328K +$279 +2 +0.1%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$326K +$2.9K +19 +0.9%
3 4
5
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