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iShares Micro-Cap ETF
IWC

Overview Fund Activity

157 hedge funds and large institutions have $389M invested in iShares Micro-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
33
Reduced
71
Closed
23
Calls
$697K
Puts
$290K
Net Calls
+$407K
Net Calls Change
+$163K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$2.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.72M
3
MAM
Marquette Asset Management
Minnesota
+$1.62M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$1.36M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.24M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.59M
2
LI
LVZ Inc
Michigan
-$2.19M
3
CG
Cutler Group
California
-$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.64M
5
SWP
Summit Wealth Partners
Florida
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
126
Northwest Investment Counselors
Oregon
$43K +$43K +475 New
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.2K – – –
Fidelity Investments
128
Fidelity Investments
Massachusetts
$36K -$14.1K -156 -28%
CFD
129
Creative Financial Designs
Indiana
$33K -$35.3K -385 -52%
Kayne Anderson Rudnick Investment Management
130
Kayne Anderson Rudnick Investment Management
California
$33K +$90 +1 +0.3%
BCA
131
Bray Capital Advisors
Florida
$31K – – –
Franklin Resources
132
Franklin Resources
California
$25K – – –
IFAM
133
Institutional & Family Asset Management
Colorado
$23K – – –
GRP
134
Global Retirement Partners
California
$19K -$79.2K -888 -81%
MA
135
MUFG Americas
New York
$18K – – –
US Bancorp
136
US Bancorp
Minnesota
$15K – – –
AA
137
Advisory Alpha
Michigan
$15K +$15K +156 New
William Blair & Company
138
William Blair & Company
Illinois
$7K -$4.67K -50 -40%
PCFFS
139
Pacific Center for Financial Services
California
$7K – – –
CA
140
Clearstead Advisors
Ohio
$7K – – –
TFS
141
TrustCore Financial Services
Tennessee
$7K – – –
WTC
142
WhitTier Trust Company
Nevada
$6K -$43.4K -470 -88%
BWP
143
Baldwin Wealth Partners
Massachusetts
$6K -$1.46K -17 -20%
HIA
144
Harbor Investment Advisory
Maryland
$6K – – –
AWA
145
Arkadios Wealth Advisors
Georgia
$4.9K +$4.9K +50 New
CAAS
146
Capital Asset Advisory Services
Michigan
$3K – – –
GI
147
Gradient Investments
Minnesota
$3K – – –
ASN
148
Advisory Services Network
Georgia
$3K +$3K +38 New
RFA
149
Reilly Financial Advisors
California
$2K – – –
Citigroup
150
Citigroup
New York
$2K – – –
4 5
6
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