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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 %
EVM
176
Eaton Vance Management
Massachusetts
$41K – – –
PCFFS
177
Pacific Center for Financial Services
California
$31K +$19.8K +139 +176%
AF
178
Advisornet Financial
Minnesota
$31K +$31K +214 New
FA
179
Flagstar Advisors
New York
$30K +$30K +207 New
Kayne Anderson Rudnick Investment Management
180
Kayne Anderson Rudnick Investment Management
California
$30K +$30K +209 New
SSW
181
Smith Shellnut Wilson
Mississippi
$29K – – –
MA
182
Montag & Associates
Georgia
$28K – – –
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$26K +$26K +180 New
IFAM
184
Institutional & Family Asset Management
Colorado
$22K +$7.95K +56 +57%
Deutsche Bank
185
Deutsche Bank
Germany
$14K – – –
SMG
186
Spectrum Management Group
Indiana
$14K +$14K +96 New
EW
187
Element Wealth
Mississippi
$14K +$14K +98 New
CA
188
Clearstead Advisors
Ohio
$11K – – –
TFS
189
TrustCore Financial Services
Tennessee
$11K – – –
GRP
190
Global Retirement Partners
California
$11K +$868 +6 +9%
HIA
191
Harbor Investment Advisory
Maryland
$10K – – –
WTC
192
WhitTier Trust Company
Nevada
$9K – – –
HPC
193
HM Payson & Co
Maine
$7K – – –
JCM
194
Jacobi Capital Management
Pennsylvania
$7K – – –
BWP
195
Baldwin Wealth Partners
Massachusetts
$6K -$1.5K -10 -20%
CAAS
196
Capital Asset Advisory Services
Michigan
$5K – – –
WWM
197
Wagner Wealth Management
South Carolina
$4K -$21.3K -160 -84%
RFA
198
Reilly Financial Advisors
California
$3K – – –
AW
199
Avion Wealth
Texas
$3K – – –
CFFP
200
Center for Financial Planning
Michigan
$3K – – –
6 7
8
9 10