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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 %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$349K -$613K -5,609 -64%
NCM
102
Next Capital Management
New York
$341K – – –
FPAS
103
Focus Partners Advisor Solutions
Missouri
$328K +$3.5K +32 +1%
IFWM
104
Institute for Wealth Management
Colorado
$327K -$16.9K -155 -5%
Lido Advisors
105
Lido Advisors
California
$324K +$324K +2,960 New
AGC
106
Aspen Grove Capital
Colorado
$323K +$323K +2,958 New
BSWA
107
Bromfield Sneider Wealth Advisors
Massachusetts
$318K +$328 +3 +0.1%
Jane Street
108
Jane Street
New York
$303K +$303K +2,772 New
SFG
109
Summit Financial Group
West Virginia
$301K – – –
RJA
110
Raymond James & Associates
Florida
$293K -$121K -1,110 -29%
CA
111
Claro Advisors
Massachusetts
$290K +$37.6K +344 +15%
NL
112
NWAM LLC
Washington
$289K – – –
WP
113
WealthSource Partners
California
$286K +$109 +1 +0%
GPA
114
Garrison Point Advisors
California
$283K – – –
FFM
115
Forum Financial Management
Illinois
$277K +$277K +2,534 New
AIM
116
Acropolis Investment Management
Missouri
$276K -$303K -2,775 -52%
CPA
117
Cardiff Park Advisors
California
$275K – – –
MML Investors Services
118
MML Investors Services
Massachusetts
$273K -$442K -4,039 -62%
PO
119
Private Ocean
California
$271K +$109 +1 +0%
BHWM
120
Beaird Harris Wealth Management
Texas
$269K – – –
BFO
121
Boston Family Office
Massachusetts
$264K – – –
TWP
122
Tempus Wealth Planning
California
$257K +$257K +2,347 New
WBCM
123
Wilson & Boucher Capital Management
California
$254K – – –
FMC
124
First Merchants Corp
Indiana
$251K -$15.8K -145 -6%
BI
125
Berkeley Inc
Idaho
$242K +$109 +1 +0%
3 4
5
6 7