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iShares Micro-Cap ETF
IWC

228 hedge funds and large institutions have $752M invested in iShares Micro-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $1.52M

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

18% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 56

12% more funds holding

Funds holding: 204 → 228 (+24)

2.49% more ownership

Funds ownership: 57.65% → 60.13% (+2.5%)

4% more capital invested

Capital invested by funds: $721M → $752M (+$30.4M)

Holders
228
Holders Change
+24
Holders Change %
+11.76%
% of All Funds
3.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
51
Increased
66
Reduced
56
Closed
22
Calls
$3.91M
Puts
$1.52M
Net Calls
+$2.39M
Net Calls Change
-$1.16M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$11.6M
2
MFM
MD Financial Management
Ontario, Canada
+$5.48M
3
Bank of America
Bank of America
North Carolina
+$4.09M
4
AA
Ancora Advisors
Ohio
+$3.81M
5
LI
LVZ Inc
Michigan
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.09M
2
FTUS
Flow Traders U.S.
New York
-$4.87M
3
Wells Fargo
Wells Fargo
California
-$3.63M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$2.68M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$25K – – –
TCOV
202
Trust Company of Vermont
Vermont
$23K +$24.4K +168 New
MAM
203
Mystic Asset Management
Rhode Island
$20K +$21.8K +150 New
HI
204
Harbour Investments
Wisconsin
$19K +$20.2K +139 New
EBA
205
Eagle Bay Advisors
New York
$15K +$15.4K +106 New
US Bancorp
206
US Bancorp
Minnesota
$15K +$16K +110 New
IFAM
207
Institutional & Family Asset Management
Colorado
$14K -$8.13K -56 -36%
EW
208
Element Wealth
Mississippi
$14K – – –
SPA
209
Shore Point Advisors
New Jersey
$14K +$14.5K +100 New
RK
210
Rather & Kittrell
Tennessee
$12K +$13.3K +92 New
CA
211
Clearstead Advisors
Ohio
$11K – – –
HIA
212
Harbor Investment Advisory
Maryland
$10K – – –
WTC
213
WhitTier Trust Company
Nevada
$9K – – –
MCC
214
Money Concepts Capital
Florida
$7K +$6.96K +48 New
TFA
215
Toth Financial Advisory
Virginia
$7K +$7.25K +50 New
BWP
216
Baldwin Wealth Partners
Massachusetts
$6K – – –
CAAS
217
Capital Asset Advisory Services
Michigan
$5K – – –
ACK
218
Andrew C. Karlinski
$5K +$5.22K +36 New
M
219
MOTCO
Texas
$5K +$5.66K +39 New
WWMSC
220
Wagner Wealth Management (South Carolina)
South Carolina
$4K – – –
AW
221
Avion Wealth
Texas
$3K – – –
CFFP
222
Center for Financial Planning
Michigan
$3K – – –
RFA
223
Reilly Financial Advisors
California
$3K – – –
Citigroup
224
Citigroup
New York
$3K +$3.05K +21 New
DI
225
Disciplined Investments
Oklahoma
$2K – – –
6 7 8
9
10

IWC Hedge Fund Activity: Q4 2021 in Review

228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q4 2021, worth a combined $752M — up 4.2% from $721M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IWC positions and 22 closed out — a net gain of 29 holders — while 66 added to existing stakes and 56 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $11.6M. The largest seller was Janney Montgomery Scott, cutting an estimated $6.09M.

  • 228 institutional investors held iShares Micro-Cap ETF (IWC) as of Q4 2021, up from 204 in Q3 2021.
  • Funds reported $752M of iShares Micro-Cap ETF stock for Q4 2021, up 4.2% quarter-over-quarter.
  • 51 funds opened new iShares Micro-Cap ETF positions in Q4 2021 and 22 closed out, a net change of +29 holders.
  • The largest iShares Micro-Cap ETF buyer in Q4 2021 was Citadel Advisors, an estimated $11.6M added.
  • The largest iShares Micro-Cap ETF seller in Q4 2021 was Janney Montgomery Scott, an estimated $6.09M sold.

Based on aggregated 13F filings for Q4 2021.