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iShares Micro-Cap ETF
IWC

Overview Fund Activity

220 hedge funds and large institutions have $755M invested in iShares Micro-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
31
Increased
57
Reduced
73
Closed
19
Calls
$23.3M
Puts
$14.1M
Net Calls
+$9.15M
Net Calls Change
+$976K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49M
2
CI
2
CX Institutional
Indiana
$7.22M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$19.5M
5
EWM
5
Empirical Wealth Management
Washington
$15.8M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$548K
4
LPL Financial
4
LPL Financial
California
$6.22M
5
UBS Group
5
UBS Group
Switzerland
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Nations Financial Group
Iowa
$252K +$252K +1,652 New
SAM
152
Secure Asset Management
Michigan
$249K -$44.8K -294 -15%
GCA
153
Gradient Capital Advisors
California
$244K +$244K +1,597 New
PA
154
Procyon Advisors
Connecticut
$242K +$242K +1,583 New
IWM
155
IHT Wealth Management
Illinois
$238K +$24.4K +160 +11%
CWA
156
Clarus Wealth Advisors
Arizona
$237K +$28.6K +191 +14%
KWM
157
Kingsview Wealth Management
Oregon
$233K +$233K +1,515 New
AIP
158
Ahrens Investment Partners
Louisiana
$231K +$231K +1,515 New
TA
159
Trellis Advisors
Washington
$230K – – –
A
160
AdvicePeriod
California
$223K -$3.96K -26 -2%
TTWM
161
TCV Trust & Wealth Management
Virginia
$218K -$7.62K -50 -3%
NGA
162
Naples Global Advisors
Florida
$217K – – –
IWC
163
Integrated Wealth Concepts
Massachusetts
$217K +$217K +1,422 New
AF
164
Allworth Financial
California
$214K +$31.3K +205 +17%
B
165
Bailard
California
$201K +$201K +1,314 New
AWA
166
Arkadios Wealth Advisors
Georgia
$177K +$28.5K +187 +19%
SSC
167
Syverson Strege & Co
Iowa
$161K – – –
GWM
168
Geneos Wealth Management
Colorado
$158K -$5.75K -38 -4%
SIC
169
Salem Investment Counselors
North Carolina
$158K – – –
ADL
170
Asset Dedication LLC
California
$152K – – –
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$152K – – –
ST
172
Smithfield Trust
Pennsylvania
$149K – – –
EWM
173
Evermay Wealth Management
Virginia
$146K +$146K +960 New
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$140K – – –
GWS
175
Glassman Wealth Services
Virginia
$139K +$306 +2 +0.2%
5 6
7
8 9