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iShares Micro-Cap ETF
IWC

Overview Fund Activity

209 hedge funds and large institutions have $735M invested in iShares Micro-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+30
Holders Change %
+16.76%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
46
Reduced
74
Closed
16
Calls
$21.1M
Puts
$12.9M
Net Calls
+$8.17M
Net Calls Change
+$9.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
2
Morgan Stanley
Morgan Stanley
New York
$37.4M
3
PS
Portfolio Strategies
New York
$15.6M
4
Goldman Sachs
Goldman Sachs
New York
$16.7M
5
Bank of America
Bank of America
North Carolina
$45.7M

Top Sellers

1
SI
Stephens Inc
Arkansas
$27.6M
2
MFM
MD Financial Management
Ontario, Canada
$38.7M
3
Fidelity International
Fidelity International
Bermuda
$1.36M
4
EWM
Empirical Wealth Management
Washington
$12.7M
5
OCM
One Capital Management
California
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$176K +$17.8K +121 +11%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$169K -$11.5K -78 -6%
GWM
153
Geneos Wealth Management
Colorado
$158K +$730 +5 +0.5%
SSC
154
Syverson Strege & Co
Iowa
$155K – – –
SIC
155
Salem Investment Counselors
North Carolina
$152K – – –
MFA
156
McClarren Financial Advisors
Pennsylvania
$149K +$147 +1 +0.1%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$146K +$141K +967 +2,930%
ADL
158
Asset Dedication LLC
California
$145K -$25.6K -176 -15%
ST
159
Smithfield Trust
Pennsylvania
$144K +$144K +977 New
AWA
160
Arkadios Wealth Advisors
Georgia
$143K +$109K +746 +324%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$140K – – –
GWS
162
Glassman Wealth Services
Virginia
$133K – – –
WWM
163
Wagner Wealth Management
South Carolina
$116K +$116K +790 New
FFW
164
Fusion Family Wealth
New York
$103K – – –
FHC
165
First Horizon Corporation
Tennessee
$98K -$29.6K -203 -23%
APA
166
American Portfolios Advisors
New York
$97K +$1.47K +10 +2%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$96K – – –
AP
168
Arlington Partners
Alabama
$79K +$79K +540 New
PAIM
169
Punch & Associates Investment Management
Minnesota
$74K – – –
Citigroup
170
Citigroup
New York
$72K +$56.3K +384 +359%
NIC
171
Northwest Investment Counselors
Oregon
$70K +$70K +475 New
HFA
172
HC Financial Advisors
California
$67K -$21.9K -150 -25%
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.8K – – –
Fidelity Investments
174
Fidelity Investments
Massachusetts
$57K -$2.65K -18 -4%
Kayne Anderson Rudnick Investment Management
175
Kayne Anderson Rudnick Investment Management
California
$54K +$147 +1 +0.3%
5 6
7
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