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iShares Micro-Cap ETF
IWC

Overview Fund Activity

228 hedge funds and large institutions have $752M invested in iShares Micro-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+24
Holders Change %
+11.76%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
51
Increased
66
Reduced
56
Closed
22
Calls
$3.91M
Puts
$1.52M
Net Calls
+$2.39M
Net Calls Change
-$1.16M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$11.2M
2
MFM
MD Financial Management
Ontario, Canada
+$5.28M
3
Bank of America
Bank of America
North Carolina
+$3.94M
4
AA
Ancora Advisors
Ohio
+$3.67M
5
LI
LVZ Inc
Michigan
+$3.61M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$5.87M
2
FTUS
Flow Traders U.S.
New York
-$4.87M
3
Wells Fargo
Wells Fargo
California
-$3.49M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$2.58M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
151
Retirement Planning Company of New England
Rhode Island
$224K +$224K +1,610 New
GCA
152
Gradient Capital Advisors
California
$223K – – –
IWM
153
IHT Wealth Management
Illinois
$222K +$6.84K +49 +3%
NFG
154
Nations Financial Group
Iowa
$220K -$838 -6 -0.4%
SWP
155
Summit Wealth Partners
Florida
$215K -$24.6K -176 -10%
TA
156
Trellis Advisors
Washington
$210K – – –
KWM
157
Kingsview Wealth Management
Oregon
$209K -$2.8K -20 -1%
SPC
158
Sigma Planning Corp
Michigan
$205K +$2.24K +16 +1%
TTWM
159
TCV Trust & Wealth Management
Virginia
$204K – – –
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$203K +$203K +1,453 New
PA
161
Parallel Advisors
California
$202K -$66.5K -477 -25%
LG
162
Leuthold Group
Minnesota
$202K +$6.98K +50 +4%
AF
163
Allworth Financial
California
$196K – – –
ST
164
Smithfield Trust
Pennsylvania
$194K – – –
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$174K +$34.9K +251 +25%
WPWM
166
Western Pacific Wealth Management
Illinois
$167K +$167K +1,200 New
AIA
167
Angeles Investment Advisors
California
$165K +$165K +1,179 New
APA
168
American Portfolios Advisors
New York
$160K +$38.3K +274 +31%
SSC
169
Syverson Strege & Co
Iowa
$148K – – –
SIC
170
Salem Investment Counselors
North Carolina
$145K – – –
GWM
171
Geneos Wealth Management
Colorado
$145K – – –
ADL
172
Asset Dedication LLC
California
$138K – – –
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$135K -$104K -744 -44%
GWS
174
Glassman Wealth Services
Virginia
$128K +$700 +5 +0.6%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$128K +$128K +915 New
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7
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