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iShares Micro-Cap ETF
IWC

Overview Fund Activity

197 hedge funds and large institutions have $494M invested in iShares Micro-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
58
Reduced
54
Closed
14
Calls
$431K
Puts
$10.9M
Net Calls
-$10.4M
Net Calls Change
-$9.91M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.88M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.18M
3
RHJA
3
Rice Hall James & Associates
California
$2.55M
4
CGA
4
Crescent Grove Advisors
Illinois
$2.53M
5
OCM
5
One Capital Management
California
$27.2M

Top Sellers

1
MAM
1
Marquette Asset Management
Minnesota
$45.3K
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$29.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$869K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
26
Frank Rimerman Advisors
California
$5.23M -$290K -2,692 -5%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$4.84M -$79.7K -739 -2%
SMC
28
Smith, Moore & Co
Missouri
$4.58M +$16K +148 +0.3%
LPL Financial
29
LPL Financial
California
$4.36M +$1.63M +15,084 +59%
DBIA
30
Dumont & Blake Investment Advisors
New Jersey
$4.3M -$18.9K -175 -0.4%
JIC
31
Johnson Investment Counsel
Ohio
$4.27M -$85K -788 -2%
MOACM
32
Mutual of America Capital Management
New York
$4.17M +$1.93M +17,915 +86%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.81M +$455K +4,216 +14%
AA
34
Ancora Advisors
Ohio
$3.47M -$11.9K -110 -0.3%
WP
35
WealthShield Partners
North Carolina
$3.4M +$144K +1,337 +4%
HW
36
Hancock Whitney
Mississippi
$3.28M -$304K -2,818 -8%
RHJA
37
Rice Hall James & Associates
California
$2.55M +$2.55M +23,651 New
CGA
38
Crescent Grove Advisors
Illinois
$2.53M +$2.12M +19,616 +512%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.5M +$1.5M +13,865 +149%
TYCC
40
Texas Yale Capital Corp
Florida
$2.41M – – –
PAS
41
Park Avenue Securities
New York
$2.33M +$492K +4,566 +27%
RIA
42
Regal Investment Advisors
Michigan
$2.21M +$38.9K +361 +2%
CCM
43
Connective Capital Management
California
$2.16M +$2.16M +20,066 New
WMG
44
WESCAP Management Group
California
$2.12M -$110K -1,020 -5%
CA
45
Cetera Advisors
Colorado
$2.09M -$29.5K -274 -1%
KCM
46
Kendall Capital Management
Maryland
$2M -$249K -2,313 -11%
RIM
47
Rockbridge Investment Management
New York
$1.89M -$1.32M -12,222 -41%
DAS
48
Dynamic Advisor Solutions
Arizona
$1.78M -$160K -1,486 -8%
NW
49
Naviter Wealth
Arkansas
$1.78M +$1.05M +9,051 +145%
CI
50
CX Institutional
Indiana
$1.67M +$1.67M +15,502 New
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