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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 %
CA
201
Clearstead Advisors
Ohio
$12K – – –
GRP
202
Global Retirement Partners
California
$11K -$22.5K -143 -67%
TFS
203
TrustCore Financial Services
Tennessee
$11K – – –
HIA
204
Harbor Investment Advisory
Maryland
$11K – – –
WTC
205
WhitTier Trust Company
Nevada
$10K – – –
HPC
206
HM Payson & Co
Maine
$8K – – –
BWP
207
Baldwin Wealth Partners
Massachusetts
$8K – – –
JCM
208
Jacobi Capital Management
Pennsylvania
$8K +$8K +50 New
CAAS
209
Capital Asset Advisory Services
Michigan
$6K – – –
JIR
210
James Investment Research
Ohio
$4K -$12K -75 -75%
CFFP
211
Center for Financial Planning
Michigan
$4K – – –
PAM
212
Panagora Asset Management
Massachusetts
$4K +$4K +25 New
RFA
213
Reilly Financial Advisors
California
$3K – – –
AW
214
Avion Wealth
Texas
$3K – – –
DI
215
Disciplined Investments
Oklahoma
$2K – – –
CIAS
216
Capital Investment Advisory Services
North Carolina
$2K – – –
Toronto Dominion Bank
217
Toronto Dominion Bank
Ontario, Canada
$1K – – –
MAM
218
McCarthy Asset Management
California
$1K – – –
SL
219
Savior LLC
Massachusetts
$1K – – –
SPIA
220
Steward Partners Investment Advisory
New York
$1K +$1K +7 New
PS
221
Portfolio Strategies
New York
– -$15.6M -105,980 Closed
OMC
222
Old Mission Capital
Illinois
– -$2.9M -19,727 Closed
HF
223
HRT Financial
New York
– -$2.05M -13,951 Closed
CCMG
224
Clark Capital Management Group
Pennsylvania
– -$790K -5,375 Closed
PCM
225
Penserra Capital Management
California
– -$747K -5,088 Closed
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