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iShares Micro-Cap ETF
IWC

Overview Fund Activity

220 hedge funds and large institutions have $755M invested in iShares Micro-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
31
Increased
57
Reduced
73
Closed
19
Calls
$23.3M
Puts
$14.1M
Net Calls
+$9.15M
Net Calls Change
+$976K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49M
2
CI
2
CX Institutional
Indiana
$7.22M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$19.5M
5
EWM
5
Empirical Wealth Management
Washington
$15.8M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$548K
4
LPL Financial
4
LPL Financial
California
$6.22M
5
UBS Group
5
UBS Group
Switzerland
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$49.2M +$1.73M +11,359 +4%
Morgan Stanley
2
Morgan Stanley
New York
$49M +$10.1M +66,167 +26%
MFM
3
MD Financial Management
Ontario, Canada
$42.6M +$200K +2,135 +0.5%
HHGA
4
Halbert Hargrove Global Advisors
California
$31.2M -$393K -2,575 -1%
OCM
5
One Capital Management
California
$26.8M +$1.79M +11,750 +7%
SI
6
Stephens Inc
Arkansas
$26.4M -$2.31M -15,135 -8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$25.9M +$1.25M +8,202 +5%
AAS
8
Avantax Advisory Services
Texas
$22.3M -$1.62M -10,613 -7%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$19.5M +$2.83M +18,085 +17%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$19M +$4.27M +27,972 +29%
Wells Fargo
11
Wells Fargo
California
$19M -$1.56M -10,234 -8%
Goldman Sachs
12
Goldman Sachs
New York
$17.4M – – –
AA
13
Alesco Advisors
New York
$16.8M -$880K -5,769 -5%
EWM
14
Empirical Wealth Management
Washington
$15.8M +$2.6M +17,041 +20%
EA
15
Efficient Advisors
Ohio
$15.2M -$1.02M -6,659 -6%
RC
16
RegentAtlantic Capital
New Jersey
$15.2M -$68.5K -449 -0.4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$14.7M -$39.5K -259 -0.3%
AFG
18
Arkansas Financial Group
Arkansas
$13.2M +$358K +2,349 +3%
Citadel Advisors
19
Citadel Advisors
Florida
$12.9M -$5.65M -37,054 -30%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$12.2M +$264K +1,733 +2%
CL
21
CPWM LLC
Washington
$11.9M +$56.2K +368 +0.5%
Osaic Holdings
22
Osaic Holdings
Arizona
$11.6M -$643K -4,212 -5%
UBS Group
23
UBS Group
Switzerland
$10.7M -$3.42M -22,425 -24%
HighTower Advisors
24
HighTower Advisors
Illinois
$10.7M -$2.02M -13,225 -16%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$9.98M -$232K -1,519 -2%
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