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iShares Micro-Cap ETF
IWC

Overview Fund Activity

228 hedge funds and large institutions have $752M invested in iShares Micro-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+24
Holders Change %
+11.76%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
51
Increased
66
Reduced
56
Closed
22
Calls
$3.91M
Puts
$1.52M
Net Calls
+$2.39M
Net Calls Change
-$1.16M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$23.4M
2
MFM
2
MD Financial Management
Ontario, Canada
$71.4M
3
Bank of America
3
Bank of America
North Carolina
$48.4M
4
AA
4
Ancora Advisors
Ohio
$4.65M
5
LI
5
LVZ Inc
Michigan
$3.61M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$11.7M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$15.3M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$6.48M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$71.4M +$5.28M +37,788 +8%
Morgan Stanley
2
Morgan Stanley
New York
$50.3M -$1.9M -13,589 -4%
Bank of America
3
Bank of America
North Carolina
$48.4M +$3.94M +28,202 +9%
HHGA
4
Halbert Hargrove Global Advisors
California
$28M +$274K +1,962 +1%
OCM
5
One Capital Management
California
$25.2M +$350K +2,502 +1%
Citadel Advisors
6
Citadel Advisors
Florida
$23.4M +$11.2M +80,070 +91%
SI
7
Stephens Inc
Arkansas
$20.9M -$1.1M -7,851 -5%
AAS
8
Avantax Advisory Services
Texas
$20.8M +$306K +2,191 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$20.8M +$632K +4,521 +3%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$18.6M -$314K -2,226 -2%
NW
11
Naviter Wealth
Arkansas
$17.7M +$17.7M +126,760 New
Goldman Sachs
12
Goldman Sachs
New York
$15.9M – – –
Wells Fargo
13
Wells Fargo
California
$15.3M -$3.49M -25,011 -19%
EWM
14
Empirical Wealth Management
Washington
$15.3M +$1.29M +9,267 +9%
AA
15
Alesco Advisors
New York
$15.2M -$279K -1,999 -2%
AFG
16
Arkansas Financial Group
Arkansas
$14.3M +$983K +7,036 +7%
RC
17
RegentAtlantic Capital
New Jersey
$13.8M -$40.8K -292 -0.3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$13.6M +$156K +1,116 +1%
EA
19
Efficient Advisors
Ohio
$12.3M -$415K -2,972 -3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$11.7M -$5.87M -41,998 -33%
CL
21
CPWM LLC
Washington
$11.5M – – –
Osaic Holdings
22
Osaic Holdings
Arizona
$10.7M +$991K +7,092 +10%
Creative Planning
23
Creative Planning
Kansas
$10.3M +$137K +983 +1%
HighTower Advisors
24
HighTower Advisors
Illinois
$10.1M +$564K +4,031 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$10M +$1M +7,163 +11%
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