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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $465M invested in iShares Micro-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
70
Closed
20
Calls
$418K
Puts
$295K
Net Calls
+$123K
Net Calls Change
+$10.6M

Top Buyers

1
S2L
Sparta 24 Ltd
Israel
$3.5M
2
OCM
One Capital Management
California
$28.1M
3
Citadel Advisors
Citadel Advisors
Florida
$1.74M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
5
BWP
Balboa Wealth Partners
Arizona
$830K

Top Sellers

1
AA
Aire Advisors
California
$3.54M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.64M
3
RHJA
Rice Hall James & Associates
California
$0
4
CGA
Crescent Grove Advisors
Illinois
$346K
5
Bank of America
Bank of America
North Carolina
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
51
Level Financial Advisors
New York
$1.49M -$5.02K -48 -0.3%
Stifel Financial
52
Stifel Financial
Missouri
$1.46M -$37.7K -361 -3%
Mariner
53
Mariner
Kansas
$1.44M +$85.7K +820 +6%
EAM
54
Evanson Asset Management
California
$1.41M +$1.05K +10 +0.1%
TFF
55
The Family Firm
Maryland
$1.39M +$39.9K +382 +3%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.35M -$22.4K -214 -2%
PWA
57
Physician Wealth Advisors
Utah
$1.33M -$13.7K -131 -1%
GIA
58
GHP Investment Advisors
Colorado
$1.3M -$105 -1 -0%
Two Sigma Investments
59
Two Sigma Investments
New York
$1.2M +$408K +3,900 +51%
MFT
60
Moisand Fitzgerald Tamayo
Florida
$1.11M -$168K -1,603 -13%
C
61
Certuity
Florida
$1.05M +$36.1K +345 +4%
CI Investments Inc
62
CI Investments Inc
Ontario, Canada
$1M -$35.7K -342 -3%
Fidelity International
63
Fidelity International
Bermuda
$964K -$1.25K -12 -0.1%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$947K -$31.4K -300 -3%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$920K +$103K +988 +13%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$887K -$6.69K -64 -0.7%
JC
67
Jentner Corp
Ohio
$885K +$46.2K +442 +6%
BWP
68
Balboa Wealth Partners
Arizona
$830K +$830K +7,941 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$725K -$1.7M -16,240 -70%
EIP
70
Ellis Investment Partners
Pennsylvania
$694K +$4.18K +40 +0.6%
MML Investors Services
71
MML Investors Services
Massachusetts
$683K +$363K +3,470 +113%
KeyBank National Association
72
KeyBank National Association
Ohio
$628K – – –
TC
73
TAP Consulting
Missouri
$621K -$65.7K -629 -10%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$610K +$181K +1,733 +42%
CAL
75
Capital Analysts LLC
Pennsylvania
$579K -$86.2K -825 -13%
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