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

Top Sellers

1
PS
Portfolio Strategies
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$12.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$548K
4
LPL Financial
LPL Financial
California
$6.22M
5
UBS Group
UBS Group
Switzerland
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
176
McClarren Financial Advisors
Pennsylvania
$137K -$17.7K -116 -11%
IA
177
IFP Advisors
Florida
$131K +$110K +722 +523%
Franklin Resources
178
Franklin Resources
California
$124K +$81.1K +530 +189%
APA
179
American Portfolios Advisors
New York
$101K – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$99K – – –
FHC
181
First Horizon Corporation
Tennessee
$93K -$9.1K -60 -9%
AP
182
Arlington Partners
Alabama
$82K – – –
PAIM
183
Punch & Associates Investment Management
Minnesota
$77K – – –
HFA
184
HC Financial Advisors
California
$70K – – –
Fidelity Investments
185
Fidelity Investments
Massachusetts
$66K +$7.15K +47 +12%
Citigroup
186
Citigroup
New York
$65K -$9.92K -65 -13%
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61K – – –
BCA
188
Bray Capital Advisors
Florida
$53K – – –
HWMA
189
Heritage Wealth Management (Arizona)
Arizona
$49K -$1.23K -8 -2%
NFSG
190
Newbridge Financial Services Group
Florida
$47K +$8.48K +55 +22%
TRCT
191
Tower Research Capital (TRC)
New York
$42K -$2.89M -19,158 -99%
SSW
192
Smith Shellnut Wilson
Mississippi
$31K – – –
MA
193
Montag & Associates
Georgia
$30K – – –
WWM
194
Wagner Wealth Management
South Carolina
$29K -$91.6K -600 -76%
TCOV
195
Trust Company of Vermont
Vermont
$26K +$26K +168 New
PMAS
196
PNC Managed Account Solutions
Texas
$21K +$21K +136 New
ASN
197
Advisory Services Network
Georgia
$20K +$20K +132 New
Deutsche Bank
198
Deutsche Bank
Germany
$15K – – –
IFAM
199
Institutional & Family Asset Management
Colorado
$15K – – –
PCFFS
200
Pacific Center for Financial Services
California
$12K – – –
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8
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