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iShares Micro-Cap ETF
IWC

Overview Fund Activity

209 hedge funds and large institutions have $735M invested in iShares Micro-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+30
Holders Change %
+16.76%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
46
Reduced
74
Closed
16
Calls
$21.1M
Puts
$12.9M
Net Calls
+$8.17M
Net Calls Change
+$9.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
2
Morgan Stanley
Morgan Stanley
New York
$37.4M
3
PS
Portfolio Strategies
New York
$15.6M
4
Goldman Sachs
Goldman Sachs
New York
$16.7M
5
Bank of America
Bank of America
North Carolina
$45.7M

Top Sellers

1
SI
Stephens Inc
Arkansas
$27.6M
2
MFM
MD Financial Management
Ontario, Canada
$38.7M
3
Fidelity International
Fidelity International
Bermuda
$1.36M
4
EWM
Empirical Wealth Management
Washington
$12.7M
5
OCM
One Capital Management
California
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$45.7M +$14.3M +97,607 +46%
MFM
2
MD Financial Management
Ontario, Canada
$38.7M -$6.11M -71,410 -14%
Morgan Stanley
3
Morgan Stanley
New York
$37.4M +$21.2M +144,447 +131%
HHGA
4
Halbert Hargrove Global Advisors
California
$30.4M -$878K -5,976 -3%
SI
5
Stephens Inc
Arkansas
$27.6M -$16.2M -110,548 -37%
OCM
6
One Capital Management
California
$24.1M -$3.08M -20,955 -11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$23.8M +$22.8M +155,097 +2,364%
AAS
8
Avantax Advisory Services
Texas
$23M -$905K -6,160 -4%
Wells Fargo
9
Wells Fargo
California
$19.8M +$1.41M +9,621 +8%
Citadel Advisors
10
Citadel Advisors
Florida
$17.9M +$8.93M +60,738 +100%
AA
11
Alesco Advisors
New York
$17M -$1.12M -7,621 -6%
Goldman Sachs
12
Goldman Sachs
New York
$16.7M +$14.7M +100,000 +723%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$15.7M -$2.09M -14,139 -12%
EA
14
Efficient Advisors
Ohio
$15.6M -$1.41M -9,582 -8%
PS
15
Portfolio Strategies
New York
$15.6M +$15.6M +105,980 New
RC
16
RegentAtlantic Capital
New Jersey
$14.7M -$1.88M -12,792 -11%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$14.2M +$7.18M +48,860 +102%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$14.2M +$189K +1,289 +1%
UBS Group
19
UBS Group
Switzerland
$13.6M -$631K -4,292 -4%
EWM
20
Empirical Wealth Management
Washington
$12.7M -$3.86M -26,241 -23%
AFG
21
Arkansas Financial Group
Arkansas
$12.4M -$2.54M -17,286 -17%
HighTower Advisors
22
HighTower Advisors
Illinois
$12.2M +$242K +1,648 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$11.8M +$5.77M +39,246 +96%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$11.5M +$8.38M +57,058 +268%
CL
25
CPWM LLC
Washington
$11.4M -$472K -3,215 -4%
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