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iShares Micro-Cap ETF
IWC

Overview Fund Activity

209 hedge funds and large institutions have $735M invested in iShares Micro-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+30
Holders Change %
+16.76%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
46
Reduced
74
Closed
16
Calls
$21.1M
Puts
$12.9M
Net Calls
+$8.17M
Net Calls Change
+$9.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.8M
2
Morgan Stanley
Morgan Stanley
New York
+$21.2M
3
PS
Portfolio Strategies
New York
+$15.6M
4
Goldman Sachs
Goldman Sachs
New York
+$14.7M
5
Bank of America
Bank of America
North Carolina
+$14.3M

Top Sellers

1
SI
Stephens Inc
Arkansas
-$16.2M
2
MFM
MD Financial Management
Ontario, Canada
-$6.11M
3
Fidelity International
Fidelity International
Bermuda
-$5.88M
4
EWM
Empirical Wealth Management
Washington
-$3.86M
5
OCM
One Capital Management
California
-$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
201
Avion Wealth
Texas
$3K – – –
RFA
202
Reilly Financial Advisors
California
$3K – – –
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$2K -$20K -150 -91%
DI
204
Disciplined Investments
Oklahoma
$2K -$400 -3 -17%
CIAS
205
Capital Investment Advisory Services
North Carolina
$2K – – –
MAM
206
McCarthy Asset Management
California
$1K – – –
Toronto Dominion Bank
207
Toronto Dominion Bank
Ontario, Canada
$1K – – –
SL
208
Savior LLC
Massachusetts
$1K – – –
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +7 New
Truist Financial
210
Truist Financial
North Carolina
– -$389K -3,276 Closed
KAS
211
Kestra Advisory Services
Texas
– -$327K -2,747 Closed
Jane Street
212
Jane Street
New York
– -$301K -2,534 Closed
FWM
213
Frontier Wealth Management
Missouri
– -$281K -2,368 Closed
AIS
214
American Investment Services
Massachusetts
– -$269K -2,270 Closed
Baird Financial Group
215
Baird Financial Group
Wisconsin
– -$255K -2,153 Closed
AIP
216
Ahrens Investment Partners
Louisiana
– -$217K -1,825 Closed
EWA
217
EP Wealth Advisors
California
– -$151K -1,272 Closed
PWM
218
Perigon Wealth Management
California
– -$133K -1,118 Closed
RWA
219
Ropes Wealth Advisors
Massachusetts
– -$122K -1,025 Closed
PFO
220
Pathstone Family Office
New Jersey
– -$119K -1,000 Closed
US Bancorp
221
US Bancorp
Minnesota
– -$19K -162 Closed
MCM
222
McMillion Capital Management
North Carolina
– -$12K -102 Closed
ASN
223
Advisory Services Network
Georgia
– -$4K -38 Closed
SPIA
224
Steward Partners Investment Advisory
New York
– -$3K -25 Closed
HGWM
225
Harvest Group Wealth Management
Massachusetts
– -$1K -9 Closed
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