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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 %
CIAS
201
Capital Investment Advisory Services
North Carolina
$2K – – –
DI
202
Disciplined Investments
Oklahoma
$2K – – –
SL
203
Savior LLC
Massachusetts
$1K – – –
MAM
204
McCarthy Asset Management
California
$1K – – –
LI
205
LVZ Inc
Michigan
– -$3.7M -24,255 Closed
FEM
206
Fulcrum Equity Management
Texas
– -$2.42M -15,838 Closed
Legacy Financial Group (Iowa)
207
Legacy Financial Group (Iowa)
Iowa
– -$1.54M -10,094 Closed
Capstone Investment Advisors
208
Capstone Investment Advisors
New York
– -$1.5M -9,800 Closed
US Bancorp
209
US Bancorp
Minnesota
– -$1.48M -9,717 Closed
VA
210
Valmark Advisers
Ohio
– -$1.11M -7,277 Closed
HI
211
Harbour Investments
Wisconsin
– -$610K -3,999 Closed
EWA
212
Exencial Wealth Advisors
Oklahoma
– -$598K -3,921 Closed
AL
213
Aspiriant LLC
California
– -$417K -2,733 Closed
TPWA
214
TRUE Private Wealth Advisors
Oregon
– -$386K -2,530 Closed
AIP
215
Almanack Investment Partners
Pennsylvania
– -$380K -2,488 Closed
GIA
216
Gladstone Institutional Advisory
Florida
– -$325K -2,127 Closed
ARC
217
Advisor Resource Council
Texas
– -$279K -1,829 Closed
Jane Street
218
Jane Street
New York
– -$275K -1,801 Closed
AIP
219
Ahrens Investment Partners
Louisiana
– -$231K -1,515 Closed
IWC
220
Integrated Wealth Concepts
Massachusetts
– -$217K -1,422 Closed
B
221
Bailard
California
– -$201K -1,314 Closed
Citigroup
222
Citigroup
New York
– -$65K -426 Closed
NFSG
223
Newbridge Financial Services Group
Florida
– -$47K -305 Closed
TRCT
224
Tower Research Capital (TRC)
New York
– -$42K -278 Closed
TCOV
225
Trust Company of Vermont
Vermont
– -$26K -168 Closed
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