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iShares Micro-Cap ETF
IWC

Overview Fund Activity

190 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
42
Reduced
64
Closed
22
Calls
$460K
Puts
$111K
Net Calls
+$349K
Net Calls Change
-$4.47M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.21M
2
CA
2
Cumberland Advisors
Florida
$4.34M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$58.4M
4
MMRF
4
Michelson Medical Research Foundation
California
$3.54M
5
S2L
5
Sparta 24 Ltd
Israel
$13.9M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Barclays
2
Barclays
United Kingdom
$905K
3
Bank of America
3
Bank of America
North Carolina
$19.6M
4
LI
4
LVZ Inc
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
76
TAP Consulting
Missouri
$587K – – –
EWM
77
Endowment Wealth Management
Wisconsin
$543K +$55.4K +553 +11%
KAS
78
Kestra Advisory Services
Texas
$533K +$115K +1,149 +27%
CIA
79
Capital Investment Advisors
Georgia
$532K -$1K -10 -0.2%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$528K +$528K +5,271 New
BFO
81
Biltmore Family Office
North Carolina
$526K +$35.7K +355 +7%
Legacy Financial Group (Iowa)
82
Legacy Financial Group (Iowa)
Iowa
$512K +$512K +5,116 New
Lido Advisors
83
Lido Advisors
California
$509K +$213K +2,125 +72%
VCP
84
Vista Capital Partners
Oregon
$504K – – –
BAMG
85
Brand Asset Management Group
Missouri
$499K -$7.81K -78 -2%
IFWM
86
Institute for Wealth Management
Colorado
$488K +$188K +1,877 +63%
SC
87
Sepio Capital
Utah
$479K – – –
JGIA
88
Jackson Grant Investment Advisers
Connecticut
$464K +$35.9K +359 +8%
CIA
89
Compass Ion Advisors
Pennsylvania
$448K +$448K +4,476 New
Jane Street
90
Jane Street
New York
$432K +$154K +1,539 +56%
MWM
91
Modera Wealth Management
New Jersey
$428K – – –
AA
92
Ancora Advisors
Ohio
$425K -$47K -470 -10%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$420K +$420K +4,200 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$418K +$418K +4,174 New
NAM
95
NTV Asset Management
West Virginia
$411K – – –
TIM
96
Tortoise Investment Management
New York
$411K -$27.7K -277 -6%
SAM
97
Silvercrest Asset Management
New York
$406K -$60.1K -600 -13%
PBK
98
Peoples Bank (Kansas)
Kansas
$400K +$400K +4,000 New
PGA
99
Portland Global Advisors
Maine
$400K – – –
BSW
100
Buckingham Strategic Wealth
Missouri
$399K – – –
2 3
4
5 6