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iShares Micro-Cap ETF
IWC

Overview Fund Activity

222 hedge funds and large institutions have $635M invested in iShares Micro-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
63
Reduced
69
Closed
31
Calls
$400K
Puts
$622K
Net Calls
-$222K
Net Calls Change
-$2.62M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$69.1M
2
BDF
Balasa Dinverno & Foltz
$12.9M
3
Jane Street
Jane Street
New York
$5.61M
4
WP
WealthShield Partners
North Carolina
$3.42M
5
CCMG
Clark Capital Management Group
Pennsylvania
$3.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$24.7M
2
Citadel Advisors
Citadel Advisors
Florida
$1.2M
3
NW
Naviter Wealth
Arkansas
$1.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.7M
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Schoolcraft Capital
Colorado
$7.95M +$1.27M +9,865 +19%
CPIG
27
Chicago Partners Investment Group
Illinois
$7.15M +$597K +5,437 +9%
AA
28
Aire Advisors
California
$6.81M +$457K +3,543 +7%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$6.55M +$571K +4,433 +10%
DY
30
Dowling & Yahnke
California
$6.36M -$706K -5,480 -10%
MAM
31
Marquette Asset Management
Minnesota
$6.06M +$108K +840 +2%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$5.97M -$2.53M -19,610 -30%
SMC
33
Smith, Moore & Co
Missouri
$5.73M +$13.5K +105 +0.2%
Jane Street
34
Jane Street
New York
$5.61M +$5.61M +43,495 New
JIC
35
Johnson Investment Counsel
Ohio
$5.34M -$129 -1 -0%
DBIA
36
Dumont & Blake Investment Advisors
New Jersey
$5.09M +$63K +489 +1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$4.7M -$14.4M -112,024 -75%
HW
38
Hancock Whitney
Mississippi
$4.57M +$414K +3,212 +10%
AA
39
Ancora Advisors
Ohio
$4.25M -$37K -287 -0.9%
LPL Financial
40
LPL Financial
California
$4.25M +$278K +2,157 +7%
WP
41
WealthShield Partners
North Carolina
$3.42M +$3.42M +26,534 New
CCMG
42
Clark Capital Management Group
Pennsylvania
$3.36M +$3.36M +26,051 New
LI
43
LVZ Inc
Michigan
$3.25M -$82.1K -637 -2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$3.11M +$170K +1,319 +6%
RIM
45
Rockbridge Investment Management
New York
$3.05M +$58.3K +446 +2%
TYCC
46
Texas Yale Capital Corp
Florida
$2.95M – – –
MOACM
47
Mutual of America Capital Management
New York
$2.93M -$127K -989 -4%
WMG
48
WESCAP Management Group
California
$2.81M +$88.6K +688 +3%
EAM
49
Evanson Asset Management
California
$2.52M +$387 +3 +0%
CA
50
Cetera Advisors
Colorado
$2.45M +$422K +3,273 +21%
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