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iShares Micro-Cap ETF
IWC

Overview Fund Activity

194 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-9
Holders Change %
-4.43%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
58
Reduced
63
Closed
21
Calls
–
Puts
$538K
Net Calls
-$538K
Net Calls Change
-$497K

Top Buyers

1
CL
1
CPWM LLC
Washington
$7.93M
2
OCM
2
One Capital Management
California
$24.2M
3
AA
3
Alesco Advisors
New York
$15.6M
4
FTUS
4
Flow Traders U.S.
New York
$2.21M
5
AAS
5
Avantax Advisory Services
Texas
$15.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.43M
2
RC
2
RegentAtlantic Capital
New Jersey
$2.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.72M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$54.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$1.77M +$345K +3,336 +24%
LFA
52
Level Financial Advisors
New York
$1.52M -$105K -1,014 -6%
Mariner
53
Mariner
Kansas
$1.52M +$138K +1,331 +10%
PWA
54
Physician Wealth Advisors
Utah
$1.48M -$56.5K -523 -4%
Stifel Financial
55
Stifel Financial
Missouri
$1.44M -$28.7K -278 -2%
Goldman Sachs
56
Goldman Sachs
New York
$1.43M -$10.3M -100,041 -88%
EAM
57
Evanson Asset Management
California
$1.39M +$1.55K +15 +0.1%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$1.35M -$1.24K -12 -0.1%
GIA
59
GHP Investment Advisors
Colorado
$1.33M -$25.3K -245 -2%
TFF
60
The Family Firm
Maryland
$1.31M -$172K -1,662 -12%
MFT
61
Moisand Fitzgerald Tamayo
Florida
$1.28M -$4.45K -43 -0.3%
CI Investments Inc
62
CI Investments Inc
Ontario, Canada
$1.03M -$35.4K -342 -3%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$1.01M -$143K -1,379 -12%
C
64
Certuity
Florida
$995K +$4.65K +45 +0.5%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$968K -$58K -561 -6%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$962K -$736K -7,121 -43%
Fidelity International
67
Fidelity International
Bermuda
$955K – – –
JC
68
Jentner Corp
Ohio
$813K -$81.5K -788 -9%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$812K -$40.8K -395 -5%
JWS
70
Juncture Wealth Strategies
Arizona
$806K +$75.2K +727 +10%
IA
71
IFP Advisors
Florida
$715K +$244K +2,295 +52%
BFO
72
Biltmore Family Office
North Carolina
$698K +$105K +1,011 +18%
EIP
73
Ellis Investment Partners
Pennsylvania
$683K +$4.03K +39 +0.6%
TC
74
TAP Consulting
Missouri
$681K -$103K -998 -13%
UCFA
75
United Capital Financial Advisors
Texas
$680K -$5.07K -49 -0.7%
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3
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