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iShares Micro-Cap ETF
IWC

Overview Fund Activity

179 hedge funds and large institutions have $538M invested in iShares Micro-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+22
Holders Change %
+14.01%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
41
Reduced
59
Closed
10
Calls
$783K
Puts
$1.96M
Net Calls
-$1.17M
Net Calls Change
-$1.58M

Top Buyers

1
SI
Stephens Inc
Arkansas
$35.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.3M
3
UBS Group
UBS Group
Switzerland
$11.5M
4
LI
LVZ Inc
Michigan
$3.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.55M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
$62.1M
2
Bank of America
Bank of America
North Carolina
$25.3M
3
DY
Dowling & Yahnke
California
$10.3M
4
AAS
Avantax Advisory Services
Texas
$19.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$62.1M -$9.05M -76,300 -13%
SI
2
Stephens Inc
Arkansas
$35.4M +$35.4M +298,362 New
Bank of America
3
Bank of America
North Carolina
$25.3M -$6.43M -54,204 -20%
HHGA
4
Halbert Hargrove Global Advisors
California
$25.3M +$81.6K +688 +0.3%
OCM
5
One Capital Management
California
$22M -$281K -2,368 -1%
AAS
6
Avantax Advisory Services
Texas
$19.3M -$3.29M -27,709 -15%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$15.3M -$851K -6,724 -5%
Wells Fargo
8
Wells Fargo
California
$14.8M +$345K +2,907 +2%
AA
9
Alesco Advisors
New York
$14.6M -$2.13M -17,911 -13%
EA
10
Efficient Advisors
Ohio
$13.8M -$2M -16,854 -13%
RC
11
RegentAtlantic Capital
New Jersey
$13.4M -$315K -2,658 -2%
EWM
12
Empirical Wealth Management
Washington
$13.3M -$425K -3,581 -3%
Morgan Stanley
13
Morgan Stanley
New York
$13.1M +$285K +2,401 +2%
AFG
14
Arkansas Financial Group
Arkansas
$12.1M -$387K -3,259 -3%
UBS Group
15
UBS Group
Switzerland
$11.5M +$4.09M +34,495 +55%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$11.3M +$6.81M +57,413 +150%
DY
17
Dowling & Yahnke
California
$10.3M -$4.83M -40,747 -32%
HighTower Advisors
18
HighTower Advisors
Illinois
$9.66M +$1.35M +11,409 +16%
CL
19
CPWM LLC
Washington
$9.57M +$371K +3,130 +4%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$8.86M -$193K -1,628 -2%
Creative Planning
21
Creative Planning
Kansas
$8.53M -$227K -1,916 -3%
SC
22
Schoolcraft Capital
Colorado
$7.29M -$205K -1,725 -3%
Citadel Advisors
23
Citadel Advisors
Florida
$7.22M -$1.21M -10,168 -14%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$6.63M -$1.07M -8,985 -14%
CPIG
25
Chicago Partners Investment Group
Illinois
$6.29M -$875K -6,463 -12%
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