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iShares Micro-Cap ETF
IWC

Overview Fund Activity

209 hedge funds and large institutions have $735M invested in iShares Micro-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+30
Holders Change %
+16.76%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
46
Reduced
74
Closed
16
Calls
$21.1M
Puts
$12.9M
Net Calls
+$8.17M
Net Calls Change
+$9.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
2
Morgan Stanley
Morgan Stanley
New York
$37.4M
3
PS
Portfolio Strategies
New York
$15.6M
4
Goldman Sachs
Goldman Sachs
New York
$16.7M
5
Bank of America
Bank of America
North Carolina
$45.7M

Top Sellers

1
SI
Stephens Inc
Arkansas
$27.6M
2
MFM
MD Financial Management
Ontario, Canada
$38.7M
3
Fidelity International
Fidelity International
Bermuda
$1.36M
4
EWM
Empirical Wealth Management
Washington
$12.7M
5
OCM
One Capital Management
California
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
First Horizon Advisors
Tennessee
$337K – – –
GWM
127
Gray Wealth Management
Maine
$329K -$11.7K -80 -3%
EA
128
Elm Advisors
California
$306K -$34.6K -235 -10%
KWM
129
Keebeck Wealth Management
Illinois
$297K -$77.9K -530 -21%
NFC
130
Northeast Financial Consultants
Connecticut
$294K – – –
SAM
131
Secure Asset Management
Michigan
$283K -$31.7K -216 -10%
PA
132
Parallel Advisors
California
$283K – – –
CGA
133
Crescent Grove Advisors
Illinois
$276K +$276K +1,876 New
JPLA
134
Joseph P. Lucia & Associates
New York
$274K – – –
PCG
135
Private Capital Group
Connecticut
$272K – – –
PA
136
Paracle Advisors
Washington
$259K -$39.8K -272 -13%
William Blair & Company
137
William Blair & Company
Illinois
$249K – – –
CW
138
CreativeOne Wealth
Kansas
$246K +$246K +1,670 New
Koshinski Asset Management
139
Koshinski Asset Management
Illinois
$245K +$245K +1,670 New
KBFS
140
Kohmann Bosshard Financial Services
Ohio
$244K +$244K +1,659 New
IFWM
141
Institute for Wealth Management
Colorado
$243K +$243K +1,655 New
WA
142
WP Advisors
California
$227K -$144K -981 -39%
MCM
143
Mainstay Capital Management
Michigan
$226K +$226K +1,539 New
TA
144
Trellis Advisors
Washington
$221K +$221K +1,505 New
A
145
AdvicePeriod
California
$219K +$219K +1,490 New
TTWM
146
TCV Trust & Wealth Management
Virginia
$217K +$217K +1,480 New
SWP
147
Summit Wealth Partners
Florida
$212K +$212K +1,445 New
NGA
148
Naples Global Advisors
Florida
$209K +$209K +1,420 New
IWM
149
IHT Wealth Management
Illinois
$206K -$74.1K -504 -26%
CWA
150
Clarus Wealth Advisors
Arizona
$205K -$79.3K -539 -28%
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