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iShares Micro-Cap ETF
IWC

Overview Fund Activity

204 hedge funds and large institutions have $721M invested in iShares Micro-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-16
Holders Change %
-7.27%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
64
Reduced
60
Closed
26
Calls
$9.25M
Puts
$5.7M
Net Calls
+$3.55M
Net Calls Change
-$5.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.3M
3
MFM
3
MD Financial Management
Ontario, Canada
$68.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.47M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$5.87M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.18M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.8M
3
LI
3
LVZ Inc
Michigan
$0
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
SI
5
Stephens Inc
Arkansas
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
126
Elm Advisors
California
$282K -$18K -125 -6%
PA
127
Parallel Advisors
California
$278K – – –
JPLA
128
Joseph P. Lucia & Associates
New York
$269K – – –
PCG
129
Private Capital Group
Connecticut
$267K – – –
WA
130
WP Advisors
California
$252K -$25.1K -174 -9%
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$250K +$250K +1,734 New
RHJA
132
Rice Hall James & Associates
California
$249K -$8.82K -61 -3%
SAM
133
Secure Asset Management
Michigan
$249K +$13.1K +91 +6%
SWP
134
Summit Wealth Partners
Florida
$248K +$248K +1,715 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$247K – – –
William Blair & Company
136
William Blair & Company
Illinois
$245K – – –
KBFS
137
Kohmann Bosshard Financial Services
Ohio
$239K – – –
USCWA
138
U.S. Capital Wealth Advisors
Texas
$238K +$238K +1,647 New
CWA
139
Clarus Wealth Advisors
Arizona
$230K – – –
GCA
140
Gradient Capital Advisors
California
$230K – – –
NFG
141
Nations Financial Group
Iowa
$228K -$10.2K -71 -4%
PA
142
Procyon Advisors
Connecticut
$228K -$722 -5 -0.3%
IWM
143
IHT Wealth Management
Illinois
$223K -$2.89K -20 -1%
KWM
144
Kingsview Wealth Management
Oregon
$219K – – –
TA
145
Trellis Advisors
Washington
$217K – – –
SWA
146
Stratos Wealth Advisors
Ohio
$216K -$58.2K -404 -21%
AC
147
Alexandria Capital
Virginia
$211K -$26.7K -185 -11%
TTWM
148
TCV Trust & Wealth Management
Virginia
$210K +$4.32K +30 +2%
SPC
149
Sigma Planning Corp
Michigan
$209K -$310K -2,150 -60%
WB
150
WesBanco Bank
West Virginia
$206K +$206K +1,425 New
4 5
6
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