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iShares Micro-Cap ETF
IWC

Overview Fund Activity

228 hedge funds and large institutions have $752M invested in iShares Micro-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+24
Holders Change %
+11.76%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
51
Increased
66
Reduced
56
Closed
22
Calls
$3.91M
Puts
$1.52M
Net Calls
+$2.39M
Net Calls Change
-$1.16M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$23.4M
2
MFM
MD Financial Management
Ontario, Canada
$71.4M
3
Bank of America
Bank of America
North Carolina
$48.4M
4
AA
Ancora Advisors
Ohio
$4.65M
5
LI
LVZ Inc
Michigan
$3.61M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.7M
2
FTUS
Flow Traders U.S.
New York
$0
3
Wells Fargo
Wells Fargo
California
$15.3M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$6.48M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBCM
126
Wilson & Boucher Capital Management
California
$325K +$325K +2,325 New
LNC
127
Lincoln National Corp
Pennsylvania
$320K +$320K +2,293 New
FMC
128
First Merchants Corp
Indiana
$316K -$106K -757 -25%
Northern Trust
129
Northern Trust
Illinois
$313K -$169K -1,211 -35%
GWM
130
Gray Wealth Management
Maine
$313K – – –
CAN
131
Cetera Advisor Networks
California
$312K +$15K +107 +5%
FHA
132
First Horizon Advisors
Tennessee
$304K -$102K -733 -25%
DFS
133
Dixon Fnancial Services
California
$290K +$290K +2,074 New
HKAM
134
Horizon Kinetics Asset Management
New York
$286K -$31.2K -223 -10%
KWM
135
Keebeck Wealth Management
Illinois
$282K – – –
NFC
136
Northeast Financial Consultants
Connecticut
$279K – – –
EA
137
Elm Advisors
California
$264K -$9.08K -65 -3%
JPLA
138
Joseph P. Lucia & Associates
New York
$261K – – –
William Blair & Company
139
William Blair & Company
Illinois
$251K +$14K +100 +6%
TI
140
Trexquant Investment
Connecticut
$249K +$249K +1,781 New
WA
141
WP Advisors
California
$246K +$1.4K +10 +0.6%
CWA
142
Clarus Wealth Advisors
Arizona
$245K +$30.2K +223 +14%
F4L
143
Fortune 45 LLC
Louisiana
$245K +$245K +1,759 New
BSWA
144
Bromfield Sneider Wealth Advisors
Massachusetts
$240K +$240K +1,716 New
LSA
145
L & S Advisors
California
$240K +$240K +1,718 New
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$233K -$9.78K -70 -4%
KBFS
147
Kohmann Bosshard Financial Services
Ohio
$232K – – –
MSAM
148
Moloney Securities Asset Management
Missouri
$228K -$53.1K -380 -19%
SWP
149
Stratos Wealth Partners
Ohio
$227K +$227K +1,622 New
USCWA
150
U.S. Capital Wealth Advisors
Texas
$226K -$4.48K -32 -2%
4 5
6
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