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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 %
NCM
101
Next Capital Management
New York
$326K – – –
CWA
102
Clarus Wealth Advisors
Arizona
$318K +$23.2K +228 +8%
FPAS
103
Focus Partners Advisor Solutions
Missouri
$311K +$51.4K +492 +20%
Cerity Partners
104
Cerity Partners
New York
$306K +$38.9K +372 +15%
BSWA
105
Bromfield Sneider Wealth Advisors
Massachusetts
$303K +$9.3K +89 +3%
SFG
106
Summit Financial Group
West Virginia
$287K – – –
TDC
107
Thompson Davis & Co
Virginia
$282K -$1.25K -12 -0.4%
NL
108
NWAM LLC
Washington
$277K -$27.5K -263 -9%
WP
109
WealthSource Partners
California
$273K +$105 +1 +0%
GPA
110
Garrison Point Advisors
California
$271K – – –
CPA
111
Cardiff Park Advisors
California
$263K – – –
PO
112
Private Ocean
California
$259K +$209 +2 +0.1%
BHWM
113
Beaird Harris Wealth Management
Texas
$257K – – –
FMC
114
First Merchants Corp
Indiana
$255K -$31.1K -298 -11%
BFO
115
Boston Family Office
Massachusetts
$254K – – –
IA
116
IFP Advisors
Florida
$251K -$436K -4,145 -64%
KAS
117
Kestra Advisory Services
Texas
$248K -$5.96K -57 -2%
WBCM
118
Wilson & Boucher Capital Management
California
$243K – – –
CA
119
Claro Advisors
Massachusetts
$242K +$3.03K +29 +1%
BI
120
Berkeley Inc
Idaho
$232K +$105 +1 +0%
TFG
121
Tilson Financial Group
New Jersey
$221K – – –
GWM
122
Gray Wealth Management
Maine
$219K -$15.4K -147 -7%
DFS
123
Dixon Fnancial Services
California
$217K – – –
MA
124
Mutual Advisors
Nebraska
$216K +$8.15K +78 +4%
WB
125
WesBanco Bank
West Virginia
$212K +$212K +2,035 New
3 4
5
6 7