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iShares Micro-Cap ETF
IWC

Overview Fund Activity

222 hedge funds and large institutions have $635M invested in iShares Micro-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
63
Reduced
69
Closed
31
Calls
$400K
Puts
$622K
Net Calls
-$222K
Net Calls Change
-$2.62M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$69.1M
2
BDF
Balasa Dinverno & Foltz
$12.9M
3
Jane Street
Jane Street
New York
$5.61M
4
WP
WealthShield Partners
North Carolina
$3.42M
5
CCMG
Clark Capital Management Group
Pennsylvania
$3.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$24.7M
2
Citadel Advisors
Citadel Advisors
Florida
$1.2M
3
NW
Naviter Wealth
Arkansas
$1.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.7M
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$2.39M +$76.8K +596 +3%
MIAN
52
Mariner Independent Advisor Network
Kansas
$2.33M +$2.33M +17,905 New
LFA
53
Level Financial Advisors
New York
$2.29M -$82.9K -643 -3%
DAS
54
Dynamic Advisor Solutions
Arizona
$2.17M +$137K +1,061 +7%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.09M +$370K +2,870 +21%
PWA
56
Physician Wealth Advisors
Utah
$1.95M -$2.52K -21 -0.1%
C
57
CEDRUS
Colorado
$1.84M +$759K +5,890 +70%
TFF
58
The Family Firm
Maryland
$1.83M +$112K +873 +7%
Stifel Financial
59
Stifel Financial
Missouri
$1.8M +$38.7K +300 +2%
PAS
60
Park Avenue Securities
New York
$1.73M +$208K +1,616 +14%
Mariner
61
Mariner
Kansas
$1.73M +$144K +1,121 +9%
GIA
62
GHP Investment Advisors
Colorado
$1.69M -$58.4K -453 -3%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$1.66M +$13K +101 +0.8%
KCM
64
Kendall Capital Management
Maryland
$1.56M -$646K -5,011 -29%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$1.52M -$143K -1,113 -9%
CI Investments Inc
66
CI Investments Inc
Ontario, Canada
$1.28M +$44.1K +342 +4%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$1.28M +$184K +1,431 +17%
C
68
Certuity
Florida
$1.23M +$1.16K +9 +0.1%
Citadel Advisors
69
Citadel Advisors
Florida
$1.2M -$20.4M -158,370 -94%
Fidelity International
70
Fidelity International
Bermuda
$1.19M – – –
TC
71
TAP Consulting
Missouri
$1.16M -$7.21K -56 -0.6%
NW
72
Naviter Wealth
Arkansas
$1.12M -$15.2M -118,112 -93%
PWS
73
Precision Wealth Strategies
Missouri
$1.1M +$376K +2,921 +52%
KPWS
74
Kestra Private Wealth Services
Texas
$1.03M – – –
JWS
75
Juncture Wealth Strategies
Arizona
$1.01M -$4K -31 -0.4%
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