We are live on ! Find out more
IWC icon

iShares Micro-Cap ETF

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

157% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $1.52M

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 56

12% more funds holding

Funds holding: 204228 (+24)

2.49% more ownership

Funds ownership: 57.65%60.13% (+2.5%)

4% more capital invested

Capital invested by funds: $721M → $752M (+$30.4M)

Holders
228
Holders Change
+24
Holders Change %
+11.76%
% of All Funds
3.51%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WBCM
126
Wilson & Boucher Capital Management
California
$325K +$337K +2,325 New
LNC
127
Lincoln National Corp
Pennsylvania
$320K +$333K +2,293 New
FMC
128
First Merchants Corp
Indiana
$316K -$110K -757 -25%
Northern Trust
129
Northern Trust
Illinois
$313K -$176K -1,211 -35%
GWM
130
Gray Wealth Management
Maine
$313K
CAN
131
Cetera Advisor Networks
California
$312K +$15.5K +107 +5%
FHA
132
First Horizon Advisors
Tennessee
$304K -$106K -733 -25%
DFS
133
Dixon Fnancial Services
California
$290K +$301K +2,074 New
HKAM
134
Horizon Kinetics Asset Management
New York
$286K -$32.4K -223 -10%
KWM
135
Keebeck Wealth Management
Illinois
$282K
NFC
136
Northeast Financial Consultants
Connecticut
$279K
EA
137
Elm Advisors
California
$264K -$9.43K -65 -3%
JPLA
138
Joseph P. Lucia & Associates
New York
$261K
William Blair & Company
139
William Blair & Company
Illinois
$251K +$14.5K +100 +6%
TI
140
Trexquant Investment
Connecticut
$249K +$258K +1,781 New
WA
141
WP Advisors
California
$246K +$1.45K +10 +0.6%
CWA
142
Clarus Wealth Advisors
Arizona
$245K +$32.4K +223 +14%
F4L
143
Fortune 45 LLC
Louisiana
$245K +$255K +1,759 New
BSWA
144
Bromfield Sneider Wealth Advisors
Massachusetts
$240K +$249K +1,716 New
LSA
145
L & S Advisors
California
$240K +$249K +1,718 New
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$233K -$10.2K -70 -4%
KBFS
147
Kohmann Bosshard Financial Services
Ohio
$232K
MSAM
148
Moloney Securities Asset Management
Missouri
$228K -$55.1K -380 -19%
SWP
149
Stratos Wealth Partners
Ohio
$227K +$235K +1,622 New
USCWA
150
U.S. Capital Wealth Advisors
Texas
$226K -$4.64K -32 -2%

IWC Hedge Fund Activity: Q4 2021 in Review

228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q4 2021, worth a combined $752M — up 4.2% from $721M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IWC positions and 22 closed out — a net gain of 29 holders — while 66 added to existing stakes and 56 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $11.6M. The largest seller was Janney Montgomery Scott, cutting an estimated $6.09M.

  • 228 institutional investors held iShares Micro-Cap ETF (IWC) as of Q4 2021, up from 204 in Q3 2021.
  • Funds reported $752M of iShares Micro-Cap ETF stock for Q4 2021, up 4.2% quarter-over-quarter.
  • 51 funds opened new iShares Micro-Cap ETF positions in Q4 2021 and 22 closed out, a net change of +29 holders.
  • The largest iShares Micro-Cap ETF buyer in Q4 2021 was Citadel Advisors, an estimated $11.6M added.
  • The largest iShares Micro-Cap ETF seller in Q4 2021 was Janney Montgomery Scott, an estimated $6.09M sold.

Based on aggregated 13F filings for Q4 2021.