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iShares Micro-Cap ETF
IWC

Overview Fund Activity

204 hedge funds and large institutions have $721M invested in iShares Micro-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-16
Holders Change %
-7.27%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
64
Reduced
60
Closed
26
Calls
$9.25M
Puts
$5.7M
Net Calls
+$3.55M
Net Calls Change
-$5.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.3M
3
MFM
3
MD Financial Management
Ontario, Canada
$68.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.47M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$5.87M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.18M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.8M
3
LI
3
LVZ Inc
Michigan
$0
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
SI
5
Stephens Inc
Arkansas
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
151
Naples Global Advisors
Florida
$205K – – –
CCM
152
Coldstream Capital Management
Washington
$205K +$205K +1,687 New
AF
153
Allworth Financial
California
$202K – – –
LG
154
Leuthold Group
Minnesota
$202K +$202K +1,397 New
ST
155
Smithfield Trust
Pennsylvania
$200K +$59.1K +410 +42%
SSC
156
Syverson Strege & Co
Iowa
$153K – – –
GWM
157
Geneos Wealth Management
Colorado
$153K – – –
SIC
158
Salem Investment Counselors
North Carolina
$149K – – –
AWA
159
Arkadios Wealth Advisors
Georgia
$148K -$19.4K -135 -12%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$144K – – –
ADL
161
Asset Dedication LLC
California
$142K – – –
EWM
162
Evermay Wealth Management
Virginia
$139K – – –
GWS
163
Glassman Wealth Services
Virginia
$131K – – –
MFA
164
McClarren Financial Advisors
Pennsylvania
$130K +$288 +2 +0.2%
APA
165
American Portfolios Advisors
New York
$126K +$30.6K +212 +32%
IA
166
IFP Advisors
Florida
$124K +$144 +1 +0.1%
Franklin Resources
167
Franklin Resources
California
$117K – – –
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$94K – – –
Fidelity Investments
169
Fidelity Investments
Massachusetts
$85K +$22.5K +156 +36%
AP
170
Arlington Partners
Alabama
$78K – – –
PAIM
171
Punch & Associates Investment Management
Minnesota
$73K – – –
HFA
172
HC Financial Advisors
California
$66K – – –
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.7K – – –
BCA
174
Bray Capital Advisors
Florida
$50K – – –
HWMA
175
Heritage Wealth Management (Arizona)
Arizona
$44K -$2.17K -15 -5%
5 6
7
8 9