IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

197 hedge funds and large institutions have $494M invested in iShares Micro-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
58
Reduced
54
Closed
14
Calls
$431K
Puts
$10.9M
Net Calls
-$10.4M
Net Calls Change
-$9.91M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.88M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.18M
3
RHJA
3
Rice Hall James & Associates
California
$2.55M
4
CGA
4
Crescent Grove Advisors
Illinois
$2.53M
5
OCM
5
One Capital Management
California
$27.2M

Top Sellers

1
MAM
1
Marquette Asset Management
Minnesota
$45.3K
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$29.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$869K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
76
KeyBank National Association
Ohio
$648K – – –
BAMG
77
Brand Asset Management Group
Missouri
$628K – – –
CIA
78
Capital Investment Advisors
Georgia
$595K +$108 +1 +0%
AIM
79
Acropolis Investment Management
Missouri
$571K -$99.7K -925 -15%
SAM
80
Silvercrest Asset Management
New York
$567K – – –
VCP
81
Vista Capital Partners
Oregon
$543K – – –
SC
82
Sepio Capital
Utah
$532K +$1.94K +18 +0.4%
JGIA
83
Jackson Grant Investment Advisers
Connecticut
$529K -$47.7K -442 -8%
BFO
84
Biltmore Family Office
North Carolina
$503K -$225K -2,091 -31%
TIM
85
Tortoise Investment Management
New York
$483K -$38.8K -360 -7%
RJA
86
Raymond James & Associates
Florida
$462K +$138K +1,283 +43%
MWM
87
Modera Wealth Management
New Jersey
$461K +$108 +1 +0%
EWM
88
Endowment Wealth Management
Wisconsin
$461K +$41.5K +385 +10%
FFS
89
Founders Financial Securities
Maryland
$453K +$216 +2 +0%
PFO
90
Pathstone Family Office
New Jersey
$449K – – –
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$442K +$30.9K +287 +8%
PGA
92
Portland Global Advisors
Maine
$442K – – –
NECFA
93
New England Capital Financial Advisors
Connecticut
$440K +$440K +3,810 New
NAM
94
NTV Asset Management
West Virginia
$432K – – –
EWA
95
Exencial Wealth Advisors
Oklahoma
$423K – – –
HNWAG
96
High Net Worth Advisory Group
Florida
$419K -$216K -1,999 -34%
JWS
97
Juncture Wealth Strategies
Arizona
$417K -$424K -3,929 -50%
BSW
98
Buckingham Strategic Wealth
Missouri
$381K – – –
IFWM
99
Institute for Wealth Management
Colorado
$372K +$2.48K +23 +0.7%
FWTB
100
First Western Trust Bank
Colorado
$369K +$89.9K +834 +32%
2 3
4
5 6