iShares Micro-Cap ETF
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.
65% more call options, than puts
Call options by funds: $23.3M | Put options by funds: $14.1M
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
5% more funds holding
Funds holding: 209 → 220 (+11)
2.45% more ownership
Funds ownership: 55.08% → 57.53% (+2.5%)
3% more capital invested
Capital invested by funds: $735M → $755M (+$19.1M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
22% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.8M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$5.66M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.14M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.68M |
| 5 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
-$15.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.49M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$5.08M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.32M |
IWC Hedge Fund Activity: Q2 2021 in Review
220 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q2 2021, worth a combined $755M — up 2.6% from $735M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IWC positions and 19 closed out — a net gain of 12 holders — while 57 added to existing stakes and 73 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.8M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $15.6M sold.
- 220 institutional investors held iShares Micro-Cap ETF (IWC) as of Q2 2021, up from 209 in Q1 2021.
- Funds reported $755M of iShares Micro-Cap ETF stock for Q2 2021, up 2.6% quarter-over-quarter.
- 31 funds opened new iShares Micro-Cap ETF positions in Q2 2021 and 19 closed out, a net change of +12 holders.
- The largest iShares Micro-Cap ETF buyer in Q2 2021 was Morgan Stanley, an estimated $9.8M added.
- The largest iShares Micro-Cap ETF seller in Q2 2021 was Portfolio Strategies, an estimated $15.6M sold.
Based on aggregated 13F filings for Q2 2021.