iShares Micro-Cap ETF
204 hedge funds and large institutions have $721M invested in iShares Micro-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 26 closing their positions.
62% more call options, than puts
Call options by funds: $9.25M | Put options by funds: $5.7M
7% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 60
0.12% more ownership
Funds ownership: 57.53% → 57.65% (+0.12%)
4% less capital invested
Capital invested by funds: $755M → $721M (-$33.1M)
7% less funds holding
Funds holding: 220 → 204 (-16)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
42% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.65M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.59M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$2.78M |
| 4 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$2.74M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$7.31M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.76M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$3.7M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$2.42M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$2.2M |
IWC Hedge Fund Activity: Q3 2021 in Review
204 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q3 2021, worth a combined $721M — down 4.4% from $755M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of IWC and 15 opened new positions — a net loss of 11 holders — while 60 trimmed existing stakes and 64 added.
The largest buyer was Morgan Stanley, adding an estimated $7.65M. The largest seller was Mercer Global Advisors, cutting an estimated $7.31M.
- 204 institutional investors held iShares Micro-Cap ETF (IWC) as of Q3 2021, down from 220 in Q2 2021.
- Funds reported $721M of iShares Micro-Cap ETF stock for Q3 2021, down 4.4% quarter-over-quarter.
- 15 funds opened new iShares Micro-Cap ETF positions in Q3 2021 and 26 closed out, a net change of -11 holders.
- The largest iShares Micro-Cap ETF buyer in Q3 2021 was Morgan Stanley, an estimated $7.65M added.
- The largest iShares Micro-Cap ETF seller in Q3 2021 was Mercer Global Advisors, an estimated $7.31M sold.
Based on aggregated 13F filings for Q3 2021.