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iShares Micro-Cap ETF
IWC

Overview Fund Activity

193 hedge funds and large institutions have $487M invested in iShares Micro-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
56
Reduced
57
Closed
14
Calls
$5.04M
Puts
$219K
Net Calls
+$4.82M
Net Calls Change
+$4.7M

Top Buyers

1
S2L
1
Sparta 24 Ltd
Israel
$12.1M
2
Barclays
2
Barclays
United Kingdom
$6.64M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.04M
4
OCM
4
One Capital Management
California
$32.6M
5
LI
5
LVZ Inc
Michigan
$2.48M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$12.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$26.1M
3
Bank of America
3
Bank of America
North Carolina
$24.5M
4
AA
4
Ancora Advisors
Ohio
$515K
5
OCFG
5
O'Connor Financial Group
Illinois
$883K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.55M +$27.4K +251 +2%
FTUS
52
Flow Traders U.S.
New York
$1.48M +$1.48M +13,527 New
EAM
53
Evanson Asset Management
California
$1.47M +$984 +9 +0.1%
LFA
54
Level Financial Advisors
New York
$1.43M -$128K -1,168 -8%
PWA
55
Physician Wealth Advisors
Utah
$1.4M +$6.07K +55 +0.4%
GIA
56
GHP Investment Advisors
Colorado
$1.37M -$11.1K -100 -0.8%
Two Sigma Investments
57
Two Sigma Investments
New York
$1.27M +$10.9K +100 +0.9%
Mariner
58
Mariner
Kansas
$1.25M -$255K -2,337 -17%
ST
59
Sentinel Trust
Texas
$1.22M +$1.22M +11,160 New
MFT
60
Moisand Fitzgerald Tamayo
Florida
$1.14M -$14.3K -131 -1%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.09M -$328K -3,000 -23%
C
62
Certuity
Florida
$1.06M -$31K -284 -3%
CI Investments Inc
63
CI Investments Inc
Ontario, Canada
$1.05M – – –
Fidelity International
64
Fidelity International
Bermuda
$1.01M – – –
JC
65
Jentner Corp
Ohio
$933K +$7K +64 +0.8%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$884K -$44.4K -406 -5%
OCFG
67
O'Connor Financial Group
Illinois
$883K -$2.85M -26,105 -76%
CAL
68
Capital Analysts LLC
Pennsylvania
$875K +$269K +2,465 +44%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$864K +$226K +2,071 +35%
PAG
70
Private Advisory Group
Washington
$858K +$858K +7,848 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$852K +$1.53K +14 +0.2%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$774K +$15.7K +144 +2%
EIP
73
Ellis Investment Partners
Pennsylvania
$730K +$3.94K +36 +0.5%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$678K -$312K -2,858 -32%
KeyBank National Association
75
KeyBank National Association
Ohio
$656K – – –
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3
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