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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $465M invested in iShares Micro-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
70
Closed
20
Calls
$418K
Puts
$295K
Net Calls
+$123K
Net Calls Change
+$10.6M

Top Buyers

1
S2L
Sparta 24 Ltd
Israel
$3.5M
2
OCM
One Capital Management
California
$28.1M
3
Citadel Advisors
Citadel Advisors
Florida
$1.74M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
5
BWP
Balboa Wealth Partners
Arizona
$830K

Top Sellers

1
AA
Aire Advisors
California
$3.54M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.64M
3
RHJA
Rice Hall James & Associates
California
$0
4
CGA
Crescent Grove Advisors
Illinois
$346K
5
Bank of America
Bank of America
North Carolina
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$4.58M -$111K -1,061 -2%
SMC
27
Smith, Moore & Co
Missouri
$4.39M -$44.6K -427 -1%
DBIA
28
Dumont & Blake Investment Advisors
New Jersey
$4.19M +$22.7K +217 +0.5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$4.06M +$373K +3,572 +10%
JIC
30
Johnson Investment Counsel
Ohio
$3.96M -$177K -1,692 -4%
MOACM
31
Mutual of America Capital Management
New York
$3.86M -$178K -1,702 -4%
LPL Financial
32
LPL Financial
California
$3.86M -$368K -3,519 -9%
OCFG
33
O'Connor Financial Group
Illinois
$3.57M +$3.57M +34,184 New
AA
34
Aire Advisors
California
$3.54M -$4.41M -42,286 -55%
S2L
35
Sparta 24 Ltd
Israel
$3.5M +$3.5M +33,482 New
NFW
36
Noble Family Wealth
Florida
$3.45M +$3.45M +32,988 New
AA
37
Ancora Advisors
Ohio
$3.36M -$3.24K -31 -0.1%
WP
38
WealthShield Partners
North Carolina
$3.3M +$7.53K +72 +0.2%
PAS
39
Park Avenue Securities
New York
$2.5M +$240K +2,297 +11%
TYCC
40
Texas Yale Capital Corp
Florida
$2.12M -$214K -2,050 -9%
RIA
41
Regal Investment Advisors
Michigan
$2.12M -$16.3K -156 -0.8%
CCM
42
Connective Capital Management
California
$2.1M – – –
KCM
43
Kendall Capital Management
Maryland
$2.07M +$131K +1,249 +7%
HW
44
Hancock Whitney
Mississippi
$2.06M -$1.12M -10,699 -35%
CA
45
Cetera Advisors
Colorado
$2.02M -$941 -9 -0%
DAS
46
Dynamic Advisor Solutions
Arizona
$1.86M +$140K +1,339 +8%
RIM
47
Rockbridge Investment Management
New York
$1.83M +$2.3K +22 +0.1%
WMG
48
WESCAP Management Group
California
$1.74M -$315K -3,018 -15%
Citadel Advisors
49
Citadel Advisors
Florida
$1.74M +$987K +9,447 +132%
CI
50
CX Institutional
Indiana
$1.62M -$1.15K -11 -0.1%
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