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iShares Micro-Cap ETF
IWC

Overview Fund Activity

190 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
42
Reduced
64
Closed
22
Calls
$460K
Puts
$111K
Net Calls
+$349K
Net Calls Change
-$4.47M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.21M
2
CA
2
Cumberland Advisors
Florida
$4.34M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$58.4M
4
MMRF
4
Michelson Medical Research Foundation
California
$3.54M
5
S2L
5
Sparta 24 Ltd
Israel
$13.9M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Barclays
2
Barclays
United Kingdom
$905K
3
Bank of America
3
Bank of America
North Carolina
$19.6M
4
LI
4
LVZ Inc
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.44M +$22K +220 +2%
WMG
52
WESCAP Management Group
California
$1.43M -$21.8K -218 -2%
EAM
53
Evanson Asset Management
California
$1.35M -$100 -1 -0%
LFA
54
Level Financial Advisors
New York
$1.27M -$38.7K -387 -3%
PWA
55
Physician Wealth Advisors
Utah
$1.23M -$18K -183 -1%
GIA
56
GHP Investment Advisors
Colorado
$1.17M -$11K -115 -0.9%
MFT
57
Moisand Fitzgerald Tamayo
Florida
$1.05M -$1.8K -18 -0.2%
Mariner
58
Mariner
Kansas
$1.03M -$112K -1,123 -10%
C
59
Certuity
Florida
$973K – – –
FTUS
60
Flow Traders U.S.
New York
$965K -$389K -3,884 -29%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$949K -$45.3K -453 -5%
CI Investments Inc
62
CI Investments Inc
Ontario, Canada
$926K -$34.3K -342 -4%
Fidelity International
63
Fidelity International
Bermuda
$923K – – –
Barclays
64
Barclays
United Kingdom
$905K -$5.18M -51,710 -85%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$889K +$109K +1,092 +14%
CAL
66
Capital Analysts LLC
Pennsylvania
$883K +$81.1K +810 +10%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$872K +$63K +630 +8%
Two Sigma Investments
68
Two Sigma Investments
New York
$871K -$290K -2,900 -25%
JC
69
Jentner Corp
Ohio
$857K +$2.8K +28 +0.3%
PAG
70
Private Advisory Group
Washington
$799K +$13.9K +139 +2%
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$791K – – –
OCFG
72
O'Connor Financial Group
Illinois
$732K -$76.9K -768 -10%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$708K -$200 -2 -0%
EIP
74
Ellis Investment Partners
Pennsylvania
$683K +$14.6K +146 +2%
KeyBank National Association
75
KeyBank National Association
Ohio
$601K – – –
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3
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