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iShares Micro-Cap ETF
IWC

Overview Fund Activity

203 hedge funds and large institutions have $475M invested in iShares Micro-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-19
Holders Change %
-8.56%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
61
Reduced
58
Closed
40
Calls
$250K
Puts
$291K
Net Calls
-$41K
Net Calls Change
+$181K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.94M
2
TRCT
2
Tower Research Capital (TRC)
New York
$2.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.11M
4
EWM
4
Empirical Wealth Management
Washington
$13.1M
5
OMC
5
Old Mission Capital
Illinois
$1.86M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.51M
2
Jane Street
2
Jane Street
New York
$0
3
CL
3
CPWM LLC
Washington
$3.3M
4
Bank of America
4
Bank of America
North Carolina
$33M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMG
76
Brand Asset Management Group
Missouri
$648K – – –
AIM
77
Acropolis Investment Management
Missouri
$647K -$25.9K -249 -4%
KeyBank National Association
78
KeyBank National Association
Ohio
$625K – – –
CIA
79
Capital Investment Advisors
Georgia
$614K -$34.2K -329 -5%
BFO
80
Biltmore Family Office
North Carolina
$597K +$451K +4,341 +310%
CAL
81
Capital Analysts LLC
Pennsylvania
$567K +$66.5K +640 +13%
JGIA
82
Jackson Grant Investment Advisers
Connecticut
$553K +$1.04K +10 +0.2%
SAM
83
Silvercrest Asset Management
New York
$546K -$43.6K -420 -7%
VCP
84
Vista Capital Partners
Oregon
$524K – – –
SC
85
Sepio Capital
Utah
$508K +$1.45K +14 +0.3%
HNWAG
86
High Net Worth Advisory Group
Florida
$507K +$114K +1,099 +29%
NW
87
Naviter Wealth
Arkansas
$492K -$407K -3,913 -45%
SWM
88
Spire Wealth Management
Virginia
$475K -$260K -2,502 -35%
IA
89
IFP Advisors
Florida
$473K – – –
TIM
90
Tortoise Investment Management
New York
$464K -$10.4K -100 -2%
MWM
91
Modera Wealth Management
New Jersey
$445K +$1.67K +16 +0.4%
FPAS
92
Focus Partners Advisor Solutions
Missouri
$430K +$183K +1,761 +74%
PGA
93
Portland Global Advisors
Maine
$426K -$9.87K -95 -2%
NAM
94
NTV Asset Management
West Virginia
$417K – – –
EWA
95
Exencial Wealth Advisors
Oklahoma
$408K – – –
CGA
96
Crescent Grove Advisors
Illinois
$398K -$18.7K -180 -4%
PWS
97
Precision Wealth Strategies
Missouri
$389K -$527K -4,905 -58%
EWM
98
Endowment Wealth Management
Wisconsin
$373K +$31.4K +302 +9%
BSW
99
Buckingham Strategic Wealth
Missouri
$359K +$7.28K +70 +2%
IFWM
100
Institute for Wealth Management
Colorado
$359K +$47.1K +453 +15%
2 3
4
5 6