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iShares Micro-Cap ETF

179 hedge funds and large institutions have $538M invested in iShares Micro-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+22
Holders Change %
+14.01%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
41
Reduced
59
Closed
10
Calls
$783K
Puts
$1.96M
Net Calls
-$1.17M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$201K +$192K +1,620 +2,160%
GWM
127
Geneos Wealth Management
Colorado
$151K -$74.7K -533 -33%
EWA
128
EP Wealth Advisors
California
$151K +$151K +1,272 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$145K -$1.89K -16 -1%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$140K
ADL
131
Asset Dedication LLC
California
$139K -$17.2K -145 -11%
PWM
132
Perigon Wealth Management
California
$133K +$133K +1,118 New
AF
133
Allworth Financial
California
$128K
SSC
134
Syverson Strege & Co
Iowa
$126K +$126K +1,058 New
SIC
135
Salem Investment Counselors
North Carolina
$123K
RWA
136
Ropes Wealth Advisors
Massachusetts
$122K +$122K +1,025 New
MFA
137
McClarren Financial Advisors
Pennsylvania
$120K +$120K +1,015 New
PFO
138
Pathstone Family Office
New Jersey
$119K
GWS
139
Glassman Wealth Services
Virginia
$108K +$357 +3 +0.3%
FHC
140
First Horizon Corporation
Tennessee
$103K
FFW
141
Fusion Family Wealth
New York
$83K -$69.7K -590 -46%
APA
142
American Portfolios Advisors
New York
$77.1K -$1.19K -10 -2%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$77K
HFA
144
HC Financial Advisors
California
$72K
PAIM
145
Punch & Associates Investment Management
Minnesota
$60K
Fidelity Investments
146
Fidelity Investments
Massachusetts
$48K +$948 +8 +2%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.5K
Kayne Anderson Rudnick Investment Management
148
Kayne Anderson Rudnick Investment Management
California
$44K +$120 +1 +0.3%
BCA
149
Bray Capital Advisors
Florida
$41K
Franklin Resources
150
Franklin Resources
California
$33K