IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-16
Holders Change %
-7.27%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
64
Reduced
60
Closed
26
Calls
$9.25M
Puts
$5.7M
Net Calls
+$3.55M
Net Calls Change
-$5.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.3M
3
MFM
3
MD Financial Management
Ontario, Canada
$68.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.47M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$5.87M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.18M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.8M
3
LI
3
LVZ Inc
Michigan
$0
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
SI
5
Stephens Inc
Arkansas
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$68.3M +$2.73M +18,884 +4%
Morgan Stanley
2
Morgan Stanley
New York
$53.9M +$7.6M +52,666 +16%
Bank of America
3
Bank of America
North Carolina
$45.9M -$648K -4,488 -1%
HHGA
4
Halbert Hargrove Global Advisors
California
$28.6M -$878K -6,084 -3%
OCM
5
One Capital Management
California
$25.7M +$337K +2,338 +1%
SI
6
Stephens Inc
Arkansas
$22.7M -$2.19M -15,179 -9%
AAS
7
Avantax Advisory Services
Texas
$21.2M +$108K +749 +0.5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.8M -$3.73M -25,870 -15%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$20.1M +$1.42M +9,482 +8%
Wells Fargo
10
Wells Fargo
California
$19.4M +$1.51M +10,442 +8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$18.2M +$175K +1,210 +1%
Goldman Sachs
12
Goldman Sachs
New York
$16.4M – – –
AA
13
Alesco Advisors
New York
$15.9M +$68.6K +475 +0.4%
EWM
14
Empirical Wealth Management
Washington
$14.5M -$438K -3,033 -3%
RC
15
RegentAtlantic Capital
New Jersey
$14.2M -$119K -824 -0.8%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$13.9M -$78.4K -543 -0.6%
AFG
17
Arkansas Financial Group
Arkansas
$13.7M +$1.19M +8,220 +9%
EA
18
Efficient Advisors
Ohio
$13.1M -$1.27M -8,810 -9%
Citadel Advisors
19
Citadel Advisors
Florida
$12.6M +$451K +3,126 +4%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$11.8M +$254K +1,762 +2%
CL
21
CPWM LLC
Washington
$11.5M +$282K +1,952 +3%
Creative Planning
22
Creative Planning
Kansas
$10.5M +$1.31M +9,076 +14%
UBS Group
23
UBS Group
Switzerland
$10.4M +$222K +1,535 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$9.98M -$956K -6,625 -9%
HighTower Advisors
25
HighTower Advisors
Illinois
$9.83M -$257K -1,785 -3%
1
2 3 4 5