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iShares Micro-Cap ETF
IWC

Overview Fund Activity

220 hedge funds and large institutions have $755M invested in iShares Micro-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
31
Increased
57
Reduced
73
Closed
19
Calls
$23.3M
Puts
$14.1M
Net Calls
+$9.15M
Net Calls Change
+$976K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49M
2
CI
CX Institutional
Indiana
$7.22M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$19M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.5M
5
EWM
Empirical Wealth Management
Washington
$15.8M

Top Sellers

1
PS
Portfolio Strategies
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$12.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$548K
4
LPL Financial
LPL Financial
California
$6.22M
5
UBS Group
UBS Group
Switzerland
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
126
Berkeley Inc
Idaho
$357K – – –
FHA
127
First Horizon Advisors
Tennessee
$353K +$3.2K +21 +0.9%
HKAM
128
Horizon Kinetics Asset Management
New York
$346K -$8.08K -53 -2%
GWM
129
Gray Wealth Management
Maine
$342K – – –
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$326K -$126K -828 -28%
GIA
131
Gladstone Institutional Advisory
Florida
$325K +$325K +2,127 New
CGA
132
Crescent Grove Advisors
Illinois
$318K +$32.2K +211 +11%
EA
133
Elm Advisors
California
$317K – – –
KWM
134
Keebeck Wealth Management
Illinois
$308K – – –
MSAM
135
Moloney Securities Asset Management
Missouri
$305K -$596K -3,908 -66%
NFC
136
Northeast Financial Consultants
Connecticut
$305K – – –
PA
137
Parallel Advisors
California
$294K – – –
WA
138
WP Advisors
California
$293K +$57.5K +377 +24%
SWA
139
Stratos Wealth Advisors
Ohio
$290K +$290K +1,903 New
JPLA
140
Joseph P. Lucia & Associates
New York
$285K – – –
PCG
141
Private Capital Group
Connecticut
$282K – – –
IFWM
142
Institute for Wealth Management
Colorado
$281K +$28.1K +184 +11%
ARC
143
Advisor Resource Council
Texas
$279K +$279K +1,829 New
Jane Street
144
Jane Street
New York
$275K +$275K +1,801 New
CAN
145
Cetera Advisor Networks
California
$272K -$124K -816 -31%
RHJA
146
Rice Hall James & Associates
California
$272K -$113K -743 -29%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$260K +$85K +558 +49%
William Blair & Company
148
William Blair & Company
Illinois
$259K – – –
KBFS
149
Kohmann Bosshard Financial Services
Ohio
$253K – – –
AC
150
Alexandria Capital
Virginia
$252K -$130K -851 -34%
4 5
6
7 8