iShares Micro-Cap ETF
IWC
210 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.
188% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 16
63% more call options, than puts
Call options by funds: $21.1M | Put options by funds: $12.9M
37% more capital invested
Capital invested by funds: $538M → $735M (+$197M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more funds holding
Funds holding: 180 → 210 (+30)
1.06% more ownership
Funds ownership: 54.02% → 55.08% (+1.1%)
38% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.2M |
| 2 |
Morgan Stanley
New York
|
+$20.6M |
| 3 |
PS
Portfolio Strategies
Monsey,
New York
|
+$15.1M |
| 4 |
Goldman Sachs
New York
|
+$14.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$15.8M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$10.2M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$5.71M |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$3.75M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$2.99M |
IWC Hedge Fund Activity: Q1 2021 in Review
210 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q1 2021, worth a combined $735M — up 37% from $538M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IWC positions and 16 closed out — a net gain of 30 holders — while 46 added to existing stakes and 74 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $22.2M. The largest seller was Stephens Inc, cutting an estimated $15.8M.
- 210 institutional investors held iShares Micro-Cap ETF (IWC) as of Q1 2021, up from 180 in Q4 2020.
- Funds reported $735M of iShares Micro-Cap ETF stock for Q1 2021, up 37% quarter-over-quarter.
- 46 funds opened new iShares Micro-Cap ETF positions in Q1 2021 and 16 closed out, a net change of +30 holders.
- The largest iShares Micro-Cap ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $22.2M added.
- The largest iShares Micro-Cap ETF seller in Q1 2021 was Stephens Inc, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2021.