iShares Micro-Cap ETF
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.
230% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 10
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
38% more capital invested
Capital invested by funds: $389M → $538M (+$149M)
14% more funds holding
Funds holding: 157 → 179 (+22)
0.81% more ownership
Funds ownership: 53.21% → 54.02% (+0.81%)
31% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 59
60% less call options, than puts
Call options by funds: $783K | Put options by funds: $1.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$31.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.07M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.65M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
+$2.77M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$8.06M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.73M |
| 3 |
DY
Dowling & Yahnke
San Diego,
California
|
-$4.31M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.93M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.48M |
IWC Hedge Fund Activity: Q4 2020 in Review
179 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q4 2020, worth a combined $538M — up 38% from $389M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IWC positions and 10 closed out — a net gain of 23 holders — while 41 added to existing stakes and 59 trimmed.
The largest buyer was Stephens Inc, opening a new position worth an estimated $31.5M. The largest seller was MD Financial Management, cutting an estimated $8.06M.
- 179 institutional investors held iShares Micro-Cap ETF (IWC) as of Q4 2020, up from 157 in Q3 2020.
- Funds reported $538M of iShares Micro-Cap ETF stock for Q4 2020, up 38% quarter-over-quarter.
- 33 funds opened new iShares Micro-Cap ETF positions in Q4 2020 and 10 closed out, a net change of +23 holders.
- The largest iShares Micro-Cap ETF buyer in Q4 2020 was Stephens Inc, an estimated $31.5M added.
- The largest iShares Micro-Cap ETF seller in Q4 2020 was MD Financial Management, an estimated $8.06M sold.
Based on aggregated 13F filings for Q4 2020.