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iShares Micro-Cap ETF
IWC

Overview Fund Activity

162 hedge funds and large institutions have $383M invested in iShares Micro-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
24
Increased
39
Reduced
59
Closed
24
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
-$24K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.3M
2
LI
LVZ Inc
Michigan
$2.19M
3
HHGA
Halbert Hargrove Global Advisors
California
$18.9M
4
SC
Schoolcraft Capital
Colorado
$5.45M
5
MAM
Marquette Asset Management
Minnesota
$1.64M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.42M
3
MFM
MD Financial Management
Ontario, Canada
$52.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$539K
5
Wells Fargo
Wells Fargo
California
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
151
C.M. Bidwell & Associates
Hawaii
$4K – – –
GI
152
Gradient Investments
Minnesota
$3K – – –
RFA
153
Reilly Financial Advisors
California
$2K – – –
Citigroup
154
Citigroup
New York
$2K – – –
AW
155
Avion Wealth
Texas
$2K – – –
SCA
156
Stonebridge Capital Advisors
Minnesota
$2K +$2K +26 New
CIAS
157
Capital Investment Advisory Services
North Carolina
$1K -$5K -55 -83%
Toronto Dominion Bank
158
Toronto Dominion Bank
Ontario, Canada
$1K – – –
VFA
159
Valeo Financial Advisors
Indiana
$1K – – –
DI
160
Disciplined Investments
Oklahoma
$1K +$412 +7 +70%
Charles Schwab
161
Charles Schwab
California
– -$3.83M -57,075 Closed
MFG
162
Merit Financial Group
Georgia
– -$831K -12,402 Closed
BGIM
163
Brandywine Global Investment Management
Pennsylvania
– -$456K -6,800 Closed
KCM
164
Kennedy Capital Management
Missouri
– -$453K -6,758 Closed
BC
165
Brinker Capital
Pennsylvania
– -$278K -4,146 Closed
NNP
166
Nachman Norwood & Parrott
South Carolina
– -$275K -4,097 Closed
EH
167
Equitable Holdings
New York
– -$265K -3,960 Closed
FAIM
168
Financial Advocates Investment Management
Washington
– -$230K -3,432 Closed
Northern Trust
169
Northern Trust
Illinois
– -$223K -3,320 Closed
EWA
170
EP Wealth Advisors
California
– -$219K -3,271 Closed
A
171
AdvicePeriod
California
– -$217K -3,243 Closed
ASN
172
Advisory Services Network
Georgia
– -$103K -1,537 Closed
LSA
173
Lion Street Advisors
Texas
– -$68K -1,011 Closed
AIC
174
Ameritas Investment Company
Nebraska
– -$62K -921 Closed
BAM
175
Bellevue Asset Management
Washington
– -$26K -344 Closed
4 5 6
7
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