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iShares Micro-Cap ETF
IWC

Overview Fund Activity

190 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
42
Reduced
64
Closed
22
Calls
$460K
Puts
$111K
Net Calls
+$349K
Net Calls Change
-$4.47M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.21M
2
CA
2
Cumberland Advisors
Florida
$4.34M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$58.4M
4
MMRF
4
Michelson Medical Research Foundation
California
$3.54M
5
S2L
5
Sparta 24 Ltd
Israel
$13.9M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Barclays
2
Barclays
United Kingdom
$905K
3
Bank of America
3
Bank of America
North Carolina
$19.6M
4
LI
4
LVZ Inc
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$4.41M -$14.2K -142 -0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.37M -$145K -1,449 -3%
CA
28
Cumberland Advisors
Florida
$4.34M +$4.34M +43,340 New
SMC
29
Smith, Moore & Co
Missouri
$4.15M -$499 -5 -0%
DBIA
30
Dumont & Blake Investment Advisors
New Jersey
$4.12M +$72.7K +726 +2%
WP
31
WealthShield Partners
North Carolina
$3.54M -$51.1K -508 -1%
MMRF
32
Michelson Medical Research Foundation
California
$3.54M +$3.54M +35,385 New
PAS
33
Park Avenue Securities
New York
$3.36M +$322K +3,217 +11%
MOACM
34
Mutual of America Capital Management
New York
$3.24M -$193K -1,929 -6%
JIC
35
Johnson Investment Counsel
Ohio
$3.07M -$532K -5,319 -15%
SI
36
Stephens Inc
Arkansas
$2.97M -$409K -4,082 -12%
LPL Financial
37
LPL Financial
California
$2.97M +$218K +2,181 +8%
NFW
38
Noble Family Wealth
Florida
$2.89M -$192K -1,915 -6%
Citadel Advisors
39
Citadel Advisors
Florida
$2.6M +$1.09M +10,869 +72%
AA
40
Aire Advisors
California
$2.43M -$554K -5,532 -19%
RIA
41
Regal Investment Advisors
Michigan
$2.16M -$21.1K -211 -1%
KCM
42
Kendall Capital Management
Maryland
$2.15M +$129K +1,291 +6%
CA
43
Cetera Advisors
Colorado
$2.14M +$119K +1,188 +6%
CCM
44
Connective Capital Management
California
$2.01M – – –
ST
45
Sentinel Trust
Texas
$2M +$881K +8,797 +79%
RIM
46
Rockbridge Investment Management
New York
$1.78M -$13.7K -137 -0.8%
DAS
47
Dynamic Advisor Solutions
Arizona
$1.78M -$51.4K -513 -3%
TFF
48
The Family Firm
Maryland
$1.64M +$86.5K +864 +6%
TYCC
49
Texas Yale Capital Corp
Florida
$1.63M -$55.1K -550 -3%
ITIM
50
Indiana Trust & Investment Management
Indiana
$1.47M +$1.47M +14,730 New
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