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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 %
CG
101
Caprock Group
Idaho
$343K – – –
KAS
102
Kestra Advisory Services
Texas
$325K +$325K +3,144 New
NCM
103
Next Capital Management
New York
$323K – – –
TDC
104
Thompson Davis & Co
Virginia
$315K -$30.7K -297 -9%
RJA
105
Raymond James & Associates
Florida
$310K -$14.1K -136 -4%
NL
106
NWAM LLC
Washington
$306K – – –
CWM
107
C2C Wealth Management
Arizona
$304K – – –
BSWA
108
Bromfield Sneider Wealth Advisors
Massachusetts
$290K +$59.5K +575 +26%
SWM
109
Spire Wealth Management
Virginia
$286K -$186K -1,802 -39%
SFG
110
Summit Financial Group
West Virginia
$284K – – –
WP
111
WealthSource Partners
California
$270K – – –
Renaissance Technologies
112
Renaissance Technologies
New York
$269K -$51.7K -500 -16%
FWTB
113
First Western Trust Bank
Colorado
$268K – – –
GPA
114
Garrison Point Advisors
California
$268K – – –
MML Investors Services
115
MML Investors Services
Massachusetts
$264K +$23.4K +227 +10%
CPA
116
Cardiff Park Advisors
California
$261K – – –
PO
117
Private Ocean
California
$255K – – –
BHWM
118
Beaird Harris Wealth Management
Texas
$254K -$5.17K -50 -2%
BFO
119
Boston Family Office
Massachusetts
$250K – – –
CWA
120
Clarus Wealth Advisors
Arizona
$249K +$207 +2 +0.1%
FPAS
121
Focus Partners Advisor Solutions
Missouri
$245K -$182K -1,759 -43%
WBCM
122
Wilson & Boucher Capital Management
California
$240K – – –
GWM
123
Gray Wealth Management
Maine
$232K – – –
BI
124
Berkeley Inc
Idaho
$229K +$207 +2 +0.1%
DFS
125
Dixon Fnancial Services
California
$214K – – –
3 4
5
6 7