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iShares Micro-Cap ETF
IWC

Overview Fund Activity

157 hedge funds and large institutions have $389M invested in iShares Micro-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
33
Reduced
71
Closed
23
Calls
$697K
Puts
$290K
Net Calls
+$407K
Net Calls Change
+$163K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$2.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.72M
3
MAM
Marquette Asset Management
Minnesota
+$1.62M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$1.36M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.24M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.59M
2
LI
LVZ Inc
Michigan
-$2.19M
3
CG
Cutler Group
California
-$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.64M
5
SWP
Summit Wealth Partners
Florida
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
151
Avion Wealth
Texas
$2K – – –
DI
152
Disciplined Investments
Oklahoma
$2K +$111 +1 +6%
SPIA
153
Steward Partners Investment Advisory
New York
$2K +$2K +20 New
Toronto Dominion Bank
154
Toronto Dominion Bank
Ontario, Canada
$1K – – –
CIAS
155
Capital Investment Advisory Services
North Carolina
$1K – – –
HGWM
156
Harvest Group Wealth Management
Massachusetts
$1K – – –
LI
157
LVZ Inc
Michigan
– -$2.19M -25,125 Closed
SWP
158
Summit Wealth Partners
Florida
– -$1.4M -16,016 Closed
BCM
159
Bridgeway Capital Management
Texas
– -$569K -6,525 Closed
NL
160
NWAM LLC
Washington
– -$489K -5,608 Closed
FAAM
161
First Ascent Asset Management
Colorado
– -$292K -3,345 Closed
RHJA
162
Rice Hall James & Associates
California
– -$289K -3,310 Closed
SAM
163
Secure Asset Management
Michigan
– -$256K -2,939 Closed
KBFS
164
Kohmann Bosshard Financial Services
Ohio
– -$217K -2,484 Closed
MSAM
165
Moloney Securities Asset Management
Missouri
– -$201K -2,303 Closed
JC
166
Jentner Corp
Ohio
– -$201K -2,300 Closed
JPLA
167
Joseph P. Lucia & Associates
New York
– -$178K -2,040 Closed
CAN
168
Cetera Advisor Networks
California
– -$170K -1,945 Closed
PAG
169
Private Advisor Group
New Jersey
– -$68K -777 Closed
PIMG
170
Patriot Investment Management Group
Tennessee
– -$37K -424 Closed
GWMIA
171
Global Wealth Management Investment Advisory
Florida
– -$15K -170 Closed
SFA
172
Semmax Financial Advisors
North Carolina
– -$10K -116 Closed
THWM
173
Taylor Hoffman Wealth Management
Virginia
– -$7K -80 Closed
FANJ
174
Financial Architects (New Jersey)
New Jersey
– -$7K -75 Closed
CFA
175
Carroll Financial Associates
North Carolina
– -$6K -69 Closed
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