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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $465M invested in iShares Micro-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
70
Closed
20
Calls
$418K
Puts
$295K
Net Calls
+$123K
Net Calls Change
+$10.6M

Top Buyers

1
S2L
Sparta 24 Ltd
Israel
$3.5M
2
OCM
One Capital Management
California
$28.1M
3
Citadel Advisors
Citadel Advisors
Florida
$1.74M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
5
BWP
Balboa Wealth Partners
Arizona
$830K

Top Sellers

1
AA
Aire Advisors
California
$3.54M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.64M
3
RHJA
Rice Hall James & Associates
California
$0
4
CGA
Crescent Grove Advisors
Illinois
$346K
5
Bank of America
Bank of America
North Carolina
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
76
Capital Investment Advisors
Georgia
$576K – – –
AIM
77
Acropolis Investment Management
Missouri
$553K – – –
BAMG
78
Brand Asset Management Group
Missouri
$544K -$64.8K -620 -11%
SAM
79
Silvercrest Asset Management
New York
$534K -$15.7K -150 -3%
VCP
80
Vista Capital Partners
Oregon
$527K – – –
SC
81
Sepio Capital
Utah
$517K +$1.36K +13 +0.3%
EWM
82
Endowment Wealth Management
Wisconsin
$491K +$44.5K +426 +10%
UCFA
83
United Capital Financial Advisors
Texas
$487K -$196K -1,871 -29%
BFO
84
Biltmore Family Office
North Carolina
$471K -$15.8K -151 -3%
TIM
85
Tortoise Investment Management
New York
$458K -$9.82K -94 -2%
JGIA
86
Jackson Grant Investment Advisers
Connecticut
$449K -$64K -612 -12%
SWM
87
Spire Wealth Management
Virginia
$447K +$121K +1,158 +37%
MWM
88
Modera Wealth Management
New Jersey
$447K – – –
FFS
89
Founders Financial Securities
Maryland
$442K +$3.14K +30 +0.7%
NAM
90
NTV Asset Management
West Virginia
$430K +$10.5K +100 +2%
Two Sigma Advisers
91
Two Sigma Advisers
New York
$418K +$418K +4,000 New
PGA
92
Portland Global Advisors
Maine
$418K -$10.5K -100 -2%
NECFA
93
New England Capital Financial Advisors
Connecticut
$406K +$7.84K +75 +2%
RJA
94
Raymond James & Associates
Florida
$396K -$51.1K -489 -11%
HNWAG
95
High Net Worth Advisory Group
Florida
$395K -$10.5K -100 -3%
BSW
96
Buckingham Strategic Wealth
Missouri
$381K – – –
FWTB
97
First Western Trust Bank
Colorado
$358K – – –
CG
98
Caprock Group
Idaho
$346K – – –
CGA
99
Crescent Grove Advisors
Illinois
$346K -$2.1M -20,137 -86%
IFWM
100
Institute for Wealth Management
Colorado
$329K -$31.6K -302 -9%
2 3
4
5 6