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iShares Micro-Cap ETF
IWC

Overview Fund Activity

193 hedge funds and large institutions have $487M invested in iShares Micro-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
56
Reduced
57
Closed
14
Calls
$5.04M
Puts
$219K
Net Calls
+$4.82M
Net Calls Change
+$4.7M

Top Buyers

1
S2L
1
Sparta 24 Ltd
Israel
$12.1M
2
Barclays
2
Barclays
United Kingdom
$6.64M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.04M
4
OCM
4
One Capital Management
California
$32.6M
5
LI
5
LVZ Inc
Michigan
$2.48M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$12.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$26.1M
3
Bank of America
3
Bank of America
North Carolina
$24.5M
4
AA
4
Ancora Advisors
Ohio
$515K
5
OCFG
5
O'Connor Financial Group
Illinois
$883K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
76
TAP Consulting
Missouri
$640K -$8.85K -81 -1%
CIA
77
Capital Investment Advisors
Georgia
$583K -$20.2K -185 -3%
BAMG
78
Brand Asset Management Group
Missouri
$554K -$14.9K -136 -3%
VCP
79
Vista Capital Partners
Oregon
$551K – – –
BFO
80
Biltmore Family Office
North Carolina
$533K +$39.8K +364 +8%
EWM
81
Endowment Wealth Management
Wisconsin
$533K +$18.7K +171 +4%
SC
82
Sepio Capital
Utah
$523K -$17.2K -157 -3%
AA
83
Ancora Advisors
Ohio
$515K -$2.99M -27,393 -85%
SAM
84
Silvercrest Asset Management
New York
$509K -$49.2K -450 -9%
TIM
85
Tortoise Investment Management
New York
$479K – – –
JGIA
86
Jackson Grant Investment Advisers
Connecticut
$468K -$1.42K -13 -0.3%
MWM
87
Modera Wealth Management
New Jersey
$468K – – –
NECFA
88
New England Capital Financial Advisors
Connecticut
$466K +$41.3K +378 +10%
FFS
89
Founders Financial Securities
Maryland
$462K +$109 +1 +0%
KAS
90
Kestra Advisory Services
Texas
$457K +$197K +1,806 +76%
NAM
91
NTV Asset Management
West Virginia
$449K – – –
UCFA
92
United Capital Financial Advisors
Texas
$438K -$70.8K -648 -14%
PGA
93
Portland Global Advisors
Maine
$437K – – –
BSW
94
Buckingham Strategic Wealth
Missouri
$436K +$50.2K +459 +13%
SWM
95
Spire Wealth Management
Virginia
$389K -$79.1K -724 -17%
FWTB
96
First Western Trust Bank
Colorado
$374K – – –
Cerity Partners
97
Cerity Partners
New York
$365K +$45.4K +415 +14%
CGA
98
Crescent Grove Advisors
Illinois
$362K – – –
HNWAG
99
High Net Worth Advisory Group
Florida
$355K -$58.5K -535 -14%
CWA
100
Clarus Wealth Advisors
Arizona
$350K +$9.56K +88 +3%
2 3
4
5 6