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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 %
CG
101
Caprock Group
Idaho
$357K – – –
NCM
102
Next Capital Management
New York
$337K – – –
SWM
103
Spire Wealth Management
Virginia
$337K +$38.2K +354 +13%
MML Investors Services
104
MML Investors Services
Massachusetts
$330K +$54.5K +506 +20%
CWA
105
Clarus Wealth Advisors
Arizona
$325K +$55.8K +499 +21%
CWM
106
C2C Wealth Management
Arizona
$317K – – –
NL
107
NWAM LLC
Washington
$314K -$5.39K -50 -2%
BSWA
108
Bromfield Sneider Wealth Advisors
Massachusetts
$303K +$1.19K +11 +0.4%
SFG
109
Summit Financial Group
West Virginia
$297K – – –
FMC
110
First Merchants Corp
Indiana
$295K +$295K +2,738 New
TDC
111
Thompson Davis & Co
Virginia
$293K -$35.5K -329 -11%
Renaissance Technologies
112
Renaissance Technologies
New York
$291K +$10.8K +100 +4%
WP
113
WealthSource Partners
California
$282K +$539 +5 +0.2%
GPA
114
Garrison Point Advisors
California
$279K – – –
Cerity Partners
115
Cerity Partners
New York
$276K +$276K +2,556 New
CPA
116
Cardiff Park Advisors
California
$272K – – –
FPAS
117
Focus Partners Advisor Solutions
Missouri
$267K +$11.4K +106 +4%
PO
118
Private Ocean
California
$267K – – –
BHWM
119
Beaird Harris Wealth Management
Texas
$265K – – –
KAS
120
Kestra Advisory Services
Texas
$262K -$76.9K -713 -23%
BFO
121
Boston Family Office
Massachusetts
$261K – – –
JF
122
JSF Financial
California
$259K +$259K +2,403 New
WBCM
123
Wilson & Boucher Capital Management
California
$251K – – –
CA
124
Claro Advisors
Massachusetts
$246K +$36.4K +338 +17%
GWM
125
Gray Wealth Management
Maine
$242K +$108 +1 +0%
3 4
5
6 7