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iShares Micro-Cap ETF

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
Holders
228
Holders Change
+24
Holders Change %
+11.76%
% of All Funds
3.52%
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
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$25K
TCOV
202
Trust Company of Vermont
Vermont
$23K +$23K +168 New
MAM
203
Mystic Asset Management
Rhode Island
$20K +$20K +150 New
HI
204
Harbour Investments
Wisconsin
$19K +$19K +139 New
EBA
205
Eagle Bay Advisors
New York
$15K +$15K +106 New
US Bancorp
206
US Bancorp
Minnesota
$15K +$15K +110 New
IFAM
207
Institutional & Family Asset Management
Colorado
$14K -$7.92K -56 -36%
EW
208
Element Wealth
Mississippi
$14K
SPA
209
Shore Point Advisors
New Jersey
$14K +$14K +100 New
RK
210
Rather & Kittrell
Tennessee
$12K +$12K +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 +$7K +48 New
TFA
215
Toth Financial Advisory
Virginia
$7K +$7K +50 New
BWP
216
Baldwin Wealth Partners
Massachusetts
$6K
CAAS
217
Capital Asset Advisory Services
Michigan
$5K
ACK
218
Andrew C. Karlinski
$5K +$5K +36 New
M
219
MOTCO
Texas
$5K +$5K +39 New
WWM
220
Wagner Wealth Management
South Carolina
$4K
RFA
221
Reilly Financial Advisors
California
$3K
AW
222
Avion Wealth
Texas
$3K
CFFP
223
Center for Financial Planning
Michigan
$3K
Citigroup
224
Citigroup
New York
$3K +$3K +21 New
DI
225
Disciplined Investments
Oklahoma
$2K