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iShares Micro-Cap ETF
IWC

Overview Fund Activity

193 hedge funds and large institutions have $487M invested in iShares Micro-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
56
Reduced
57
Closed
14
Calls
$5.04M
Puts
$219K
Net Calls
+$4.82M
Net Calls Change
+$4.7M

Top Buyers

1
S2L
1
Sparta 24 Ltd
Israel
$12.1M
2
Barclays
2
Barclays
United Kingdom
$6.64M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.04M
4
OCM
4
One Capital Management
California
$32.6M
5
LI
5
LVZ Inc
Michigan
$2.48M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$12.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$26.1M
3
Bank of America
3
Bank of America
North Carolina
$24.5M
4
AA
4
Ancora Advisors
Ohio
$515K
5
OCFG
5
O'Connor Financial Group
Illinois
$883K
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
26
TD Ameritrade Investment Management
Nebraska
$5.33M +$16.5K +151 +0.3%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$5.04M +$5.04M +46,122 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.93M +$678K +6,201 +16%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$4.83M +$37.2K +340 +0.8%
SMC
30
Smith, Moore & Co
Missouri
$4.53M -$54.7K -502 -1%
DBIA
31
Dumont & Blake Investment Advisors
New Jersey
$4.42M +$36.2K +331 +0.8%
JIC
32
Johnson Investment Counsel
Ohio
$3.94M -$202K -1,852 -5%
WP
33
WealthShield Partners
North Carolina
$3.91M +$460K +4,207 +13%
MOACM
34
Mutual of America Capital Management
New York
$3.75M -$286K -2,621 -7%
SI
35
Stephens Inc
Arkansas
$3.69M -$2.74M -25,051 -43%
NFW
36
Noble Family Wealth
Florida
$3.36M -$243K -2,223 -7%
PAS
37
Park Avenue Securities
New York
$3.32M +$704K +6,436 +27%
AA
38
Aire Advisors
California
$3.23M -$450K -4,156 -12%
LPL Financial
39
LPL Financial
California
$3.01M -$1.03M -9,406 -25%
LI
40
LVZ Inc
Michigan
$2.48M +$2.48M +22,726 New
RIA
41
Regal Investment Advisors
Michigan
$2.38M +$156K +1,430 +7%
CA
42
Cetera Advisors
Colorado
$2.21M +$94.1K +861 +4%
KCM
43
Kendall Capital Management
Maryland
$2.21M +$44.9K +411 +2%
CCM
44
Connective Capital Management
California
$2.19M – – –
DAS
45
Dynamic Advisor Solutions
Arizona
$1.99M +$45.5K +416 +2%
RIM
46
Rockbridge Investment Management
New York
$1.96M +$45.1K +413 +2%
TYCC
47
Texas Yale Capital Corp
Florida
$1.84M -$376K -3,443 -17%
TFF
48
The Family Firm
Maryland
$1.7M +$243K +2,221 +17%
Citadel Advisors
49
Citadel Advisors
Florida
$1.65M -$167K -1,529 -9%
WMG
50
WESCAP Management Group
California
$1.59M -$230K -2,104 -13%
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