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iShares Micro-Cap ETF
IWC

Overview Fund Activity

222 hedge funds and large institutions have $635M invested in iShares Micro-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
63
Reduced
69
Closed
31
Calls
$400K
Puts
$622K
Net Calls
-$222K
Net Calls Change
-$2.62M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$69.1M
2
BDF
Balasa Dinverno & Foltz
$12.9M
3
Jane Street
Jane Street
New York
$5.61M
4
WP
WealthShield Partners
North Carolina
$3.42M
5
CCMG
Clark Capital Management Group
Pennsylvania
$3.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$24.7M
2
Citadel Advisors
Citadel Advisors
Florida
$1.2M
3
NW
Naviter Wealth
Arkansas
$1.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.7M
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
76
Moisand Fitzgerald Tamayo
Florida
$920K -$680K -5,279 -43%
SWM
77
Spire Wealth Management
Virginia
$912K -$14.1K -109 -2%
UCFA
78
United Capital Financial Advisors
Texas
$858K -$61K -474 -7%
AIM
79
Acropolis Investment Management
Missouri
$834K -$81.2K -630 -9%
EIP
80
Ellis Investment Partners
Pennsylvania
$833K +$129 +1 +0%
CIA
81
Capital Investment Advisors
Georgia
$804K -$3.87K -30 -0.5%
BAMG
82
Brand Asset Management Group
Missouri
$803K -$113K -879 -12%
KeyBank National Association
83
KeyBank National Association
Ohio
$775K – – –
JC
84
Jentner Corp
Ohio
$763K +$61.4K +476 +9%
SAM
85
Silvercrest Asset Management
New York
$731K -$32.2K -250 -4%
Renaissance Technologies
86
Renaissance Technologies
New York
$722K +$722K +5,600 New
JGIA
87
Jackson Grant Investment Advisers
Connecticut
$685K +$2.58K +20 +0.4%
WP
88
WealthSource Partners
California
$677K +$371K +2,882 +122%
GC
89
GFG Capital
Florida
$663K -$73.5K -570 -10%
VCP
90
Vista Capital Partners
Oregon
$649K – – –
TDC
91
Thompson Davis & Co
Virginia
$642K +$67.4K +523 +12%
SC
92
Sepio Capital
Utah
$628K -$15.7K -122 -2%
CAL
93
Capital Analysts LLC
Pennsylvania
$620K -$68.5K -532 -10%
TIM
94
Tortoise Investment Management
New York
$588K +$902 +7 +0.2%
MWM
95
Modera Wealth Management
New Jersey
$549K -$2.19K -17 -0.4%
PGA
96
Portland Global Advisors
Maine
$541K – – –
RJA
97
Raymond James & Associates
Florida
$537K -$1.71M -13,272 -76%
NAM
98
NTV Asset Management
West Virginia
$517K – – –
CGA
99
Crescent Grove Advisors
Illinois
$517K +$24.2K +188 +5%
EWA
100
Exencial Wealth Advisors
Oklahoma
$505K – – –
2 3
4
5 6