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iShares Micro-Cap ETF
IWC

Overview Fund Activity

194 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-9
Holders Change %
-4.43%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
58
Reduced
63
Closed
21
Calls
–
Puts
$538K
Net Calls
-$538K
Net Calls Change
-$497K

Top Buyers

1
CL
1
CPWM LLC
Washington
$7.93M
2
OCM
2
One Capital Management
California
$24.2M
3
AA
3
Alesco Advisors
New York
$15.6M
4
FTUS
4
Flow Traders U.S.
New York
$2.21M
5
AAS
5
Avantax Advisory Services
Texas
$15.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.43M
2
RC
2
RegentAtlantic Capital
New Jersey
$2.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.72M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$54.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
76
Naviter Wealth
Arkansas
$644K +$155K +1,497 +32%
AIM
77
Acropolis Investment Management
Missouri
$643K – – –
CAL
78
Capital Analysts LLC
Pennsylvania
$623K +$59.4K +575 +11%
KeyBank National Association
79
KeyBank National Association
Ohio
$621K -$517 -5 -0.1%
HNWAG
80
High Net Worth Advisory Group
Florida
$608K +$103K +1,001 +21%
BAMG
81
Brand Asset Management Group
Missouri
$602K -$42.5K -411 -7%
CIA
82
Capital Investment Advisors
Georgia
$570K -$40.8K -395 -7%
JGIA
83
Jackson Grant Investment Advisers
Connecticut
$553K +$2.38K +23 +0.4%
AR
84
Advisory Research
Illinois
$552K +$552K +5,346 New
SAM
85
Silvercrest Asset Management
New York
$543K – – –
VCP
86
Vista Capital Partners
Oregon
$521K – – –
SC
87
Sepio Capital
Utah
$508K +$2.28K +22 +0.4%
TIM
88
Tortoise Investment Management
New York
$500K +$38.8K +375 +8%
MWM
89
Modera Wealth Management
New Jersey
$442K – – –
FFS
90
Founders Financial Securities
Maryland
$434K +$434K +4,196 New
PFO
91
Pathstone Family Office
New Jersey
$430K +$215K +2,084 +100%
PGA
92
Portland Global Advisors
Maine
$424K – – –
NAM
93
NTV Asset Management
West Virginia
$415K – – –
EWA
94
Exencial Wealth Advisors
Oklahoma
$405K – – –
EWM
95
Endowment Wealth Management
Wisconsin
$402K +$31.4K +304 +8%
CGA
96
Crescent Grove Advisors
Illinois
$396K – – –
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$394K +$92.4K +895 +31%
BSW
98
Buckingham Strategic Wealth
Missouri
$365K +$8.27K +80 +2%
Jane Street
99
Jane Street
New York
$359K +$359K +3,470 New
IFWM
100
Institute for Wealth Management
Colorado
$355K -$2.38K -23 -0.7%
2 3
4
5 6