IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

179 hedge funds and large institutions have $538M invested in iShares Micro-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+22
Holders Change %
+14.01%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
41
Reduced
59
Closed
10
Calls
$783K
Puts
$1.96M
Net Calls
-$1.17M
Net Calls Change
-$1.58M

Top Buyers

1
SI
Stephens Inc
Arkansas
+$35.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.81M
3
UBS Group
UBS Group
Switzerland
+$4.09M
4
LI
LVZ Inc
Michigan
+$3.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.99M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$9.05M
2
Bank of America
Bank of America
North Carolina
-$6.43M
3
DY
Dowling & Yahnke
California
-$4.83M
4
AAS
Avantax Advisory Services
Texas
-$3.29M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
151
Institutional & Family Asset Management
Colorado
$30K – – –
AWA
152
Arkadios Wealth Advisors
Georgia
$27K +$21.1K +180 +360%
GRP
153
Global Retirement Partners
California
$25K – – –
MFIM
154
Mesirow Financial Investment Management
Illinois
$24.6K +$24.6K +207 New
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$20K +$20K +165 New
US Bancorp
156
US Bancorp
Minnesota
$19K – – –
MA
157
MUFG Americas
New York
$18K -$6K -50 -25%
IA
158
IFP Advisors
Florida
$16K +$16K +138 New
Citigroup
159
Citigroup
New York
$13K +$10.1K +83 +346%
MCM
160
McMillion Capital Management
North Carolina
$12K +$12K +102 New
CA
161
Clearstead Advisors
Ohio
$9K – – –
PCFFS
162
Pacific Center for Financial Services
California
$9K – – –
TFS
163
TrustCore Financial Services
Tennessee
$9K – – –
WTC
164
WhitTier Trust Company
Nevada
$8K – – –
BWP
165
Baldwin Wealth Partners
Massachusetts
$8K – – –
HIA
166
Harbor Investment Advisory
Maryland
$8K – – –
CAAS
167
Capital Asset Advisory Services
Michigan
$5K – – –
ASN
168
Advisory Services Network
Georgia
$4K – – –
GI
169
Gradient Investments
Minnesota
$3K – – –
SPIA
170
Steward Partners Investment Advisory
New York
$3K +$600 +5 +25%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$3K +$3K +33 New
AW
172
Avion Wealth
Texas
$2K – – –
RFA
173
Reilly Financial Advisors
California
$2K – – –
DI
174
Disciplined Investments
Oklahoma
$2K – – –
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$1K – – –
4 5 6
7
8