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iShares Micro-Cap ETF
IWC

Overview Fund Activity

194 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-9
Holders Change %
-4.43%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
58
Reduced
63
Closed
21
Calls
–
Puts
$538K
Net Calls
-$538K
Net Calls Change
-$497K

Top Buyers

1
CL
1
CPWM LLC
Washington
$7.93M
2
OCM
2
One Capital Management
California
$24.2M
3
AA
3
Alesco Advisors
New York
$15.6M
4
FTUS
4
Flow Traders U.S.
New York
$2.21M
5
AAS
5
Avantax Advisory Services
Texas
$15.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.43M
2
RC
2
RegentAtlantic Capital
New Jersey
$2.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.72M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$54.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.18M -$2.55M -24,706 -33%
DY
27
Dowling & Yahnke
California
$4.76M -$148K -1,433 -3%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$4.72M -$5.14M -49,701 -52%
SMC
29
Smith, Moore & Co
Missouri
$4.38M -$83.9K -812 -2%
JIC
30
Johnson Investment Counsel
Ohio
$4.17M -$51.7K -500 -1%
DBIA
31
Dumont & Blake Investment Advisors
New Jersey
$4.14M +$32.1K +310 +0.8%
TRCT
32
Tower Research Capital (TRC)
New York
$3.79M +$899K +8,699 +31%
HW
33
Hancock Whitney
Mississippi
$3.44M -$189K -1,825 -5%
AA
34
Ancora Advisors
Ohio
$3.33M -$44.4K -429 -1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.21M +$335K +3,236 +12%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$3.15M +$65.4K +633 +2%
WP
37
WealthShield Partners
North Carolina
$3.12M +$14.1K +136 +0.5%
RIM
38
Rockbridge Investment Management
New York
$3.07M +$4.24K +41 +0.1%
LPL Financial
39
LPL Financial
California
$2.62M -$810K -7,833 -24%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$2.49M -$145K -1,406 -6%
Citadel Advisors
41
Citadel Advisors
Florida
$2.38M -$1.53M -14,794 -39%
TYCC
42
Texas Yale Capital Corp
Florida
$2.31M -$54.8K -530 -2%
RC
43
RegentAtlantic Capital
New Jersey
$2.28M -$7.34M -71,014 -76%
FTUS
44
Flow Traders U.S.
New York
$2.21M +$988K +9,551 +81%
KCM
45
Kendall Capital Management
Maryland
$2.15M +$55.6K +538 +3%
MOACM
46
Mutual of America Capital Management
New York
$2.14M -$195K -1,889 -8%
WMG
47
WESCAP Management Group
California
$2.14M +$17.2K +166 +0.8%
RIA
48
Regal Investment Advisors
Michigan
$2.08M +$112K +1,086 +6%
CA
49
Cetera Advisors
Colorado
$2.03M +$1.65K +16 +0.1%
DAS
50
Dynamic Advisor Solutions
Arizona
$1.86M +$34.9K +338 +2%
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