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iShares Micro-Cap ETF
IWC

Overview Fund Activity

197 hedge funds and large institutions have $494M invested in iShares Micro-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
58
Reduced
54
Closed
14
Calls
$431K
Puts
$10.9M
Net Calls
-$10.4M
Net Calls Change
-$9.91M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.88M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.18M
3
RHJA
3
Rice Hall James & Associates
California
$2.55M
4
CGA
4
Crescent Grove Advisors
Illinois
$2.53M
5
OCM
5
One Capital Management
California
$27.2M

Top Sellers

1
MAM
1
Marquette Asset Management
Minnesota
$45.3K
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$29.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$869K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.54M +$40.5K +375 +3%
LFA
52
Level Financial Advisors
New York
$1.54M -$43.6K -404 -3%
PWA
53
Physician Wealth Advisors
Utah
$1.49M -$105K -899 -7%
EAM
54
Evanson Asset Management
California
$1.45M +$1.51K +14 +0.1%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$1.42M +$9.38K +87 +0.7%
Mariner
56
Mariner
Kansas
$1.39M -$186K -1,726 -12%
TFF
57
The Family Firm
Maryland
$1.39M +$26K +241 +2%
GIA
58
GHP Investment Advisors
Colorado
$1.34M -$40.4K -375 -3%
MFT
59
Moisand Fitzgerald Tamayo
Florida
$1.31M -$17.8K -165 -1%
CI Investments Inc
60
CI Investments Inc
Ontario, Canada
$1.07M – – –
C
61
Certuity
Florida
$1.04M +$3.67K +34 +0.4%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$1.01M -$539 -5 -0.1%
Fidelity International
63
Fidelity International
Bermuda
$996K – – –
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$922K -$132K -1,224 -13%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$869K -$2.42M -22,445 -74%
JC
66
Jentner Corp
Ohio
$865K +$17.4K +161 +2%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$847K -$108 -1 -0%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$843K -$1.75M -16,259 -68%
Two Sigma Investments
69
Two Sigma Investments
New York
$820K +$820K +7,600 New
Citadel Advisors
70
Citadel Advisors
Florida
$773K -$1.71M -15,887 -69%
EIP
71
Ellis Investment Partners
Pennsylvania
$712K -$755 -7 -0.1%
TC
72
TAP Consulting
Missouri
$708K -$2.05K -19 -0.3%
UCFA
73
United Capital Financial Advisors
Texas
$704K -$5.61K -52 -0.8%
IA
74
IFP Advisors
Florida
$693K -$20.2K -190 -3%
CAL
75
Capital Analysts LLC
Pennsylvania
$687K +$36.5K +338 +6%
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