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iShares Micro-Cap ETF
IWC

Overview Fund Activity

162 hedge funds and large institutions have $383M invested in iShares Micro-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
24
Increased
39
Reduced
59
Closed
24
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
-$24K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.3M
2
LI
LVZ Inc
Michigan
$2.19M
3
HHGA
Halbert Hargrove Global Advisors
California
$18.9M
4
SC
Schoolcraft Capital
Colorado
$5.45M
5
MAM
Marquette Asset Management
Minnesota
$1.64M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.42M
3
MFM
MD Financial Management
Ontario, Canada
$52.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$539K
5
Wells Fargo
Wells Fargo
California
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$52.5M -$3.48M -39,874 -6%
Bank of America
2
Bank of America
North Carolina
$23.4M -$1.77M -20,242 -7%
HHGA
3
Halbert Hargrove Global Advisors
California
$18.9M +$2.01M +23,041 +12%
OCM
4
One Capital Management
California
$15.9M -$512K -5,871 -3%
AAS
5
Avantax Advisory Services
Texas
$14.3M +$600K +6,869 +4%
AA
6
Alesco Advisors
New York
$13M +$21.3K +244 +0.2%
EA
7
Efficient Advisors
Ohio
$12.3M -$1.43M -16,361 -10%
Wells Fargo
8
Wells Fargo
California
$11.7M -$2.64M -30,282 -18%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$11.3M +$3.85M +45,879 +52%
DY
10
Dowling & Yahnke
California
$11.3M -$1.29M -14,753 -10%
RC
11
RegentAtlantic Capital
New Jersey
$10.3M -$289K -3,314 -3%
EWM
12
Empirical Wealth Management
Washington
$9.98M -$46.3K -531 -0.5%
Morgan Stanley
13
Morgan Stanley
New York
$9.72M +$15.3K +175 +0.2%
AFG
14
Arkansas Financial Group
Arkansas
$9.24M +$374K +4,280 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.98M -$1.4M -16,002 -17%
Citadel Advisors
16
Citadel Advisors
Florida
$6.92M +$481K +5,507 +7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$6.84M -$533K -6,103 -7%
Creative Planning
18
Creative Planning
Kansas
$6.79M -$128K -1,461 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$6.44M +$368K +4,239 +6%
CL
20
CPWM LLC
Washington
$6.42M +$1.11M +12,674 +21%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$6.02M -$367K -4,206 -6%
UBS Group
22
UBS Group
Switzerland
$5.54M -$162K -1,855 -3%
SC
23
Schoolcraft Capital
Colorado
$5.45M +$1.44M +16,450 +36%
CPIG
24
Chicago Partners Investment Group
Illinois
$4.53M -$205K -2,300 -4%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$4.38M -$676K -7,751 -13%
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