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iShares Micro-Cap ETF
IWC

Overview Fund Activity

222 hedge funds and large institutions have $635M invested in iShares Micro-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
63
Reduced
69
Closed
31
Calls
$400K
Puts
$622K
Net Calls
-$222K
Net Calls Change
-$2.62M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$69.1M
2
BDF
Balasa Dinverno & Foltz
$12.9M
3
Jane Street
Jane Street
New York
$5.61M
4
WP
WealthShield Partners
North Carolina
$3.42M
5
CCMG
Clark Capital Management Group
Pennsylvania
$3.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$24.7M
2
Citadel Advisors
Citadel Advisors
Florida
$1.2M
3
NW
Naviter Wealth
Arkansas
$1.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.7M
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
126
Berkeley Inc
Idaho
$293K -$8.63K -67 -3%
Northern Trust
127
Northern Trust
Illinois
$289K – – –
GWM
128
Gray Wealth Management
Maine
$289K +$129 +1 +0%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$281K -$89.3K -694 -24%
FMC
130
First Merchants Corp
Indiana
$281K -$10.3K -80 -4%
CWA
131
Clarus Wealth Advisors
Arizona
$272K +$48K +387 +21%
DFS
132
Dixon Fnancial Services
California
$267K – – –
CAN
133
Cetera Advisor Networks
California
$265K -$23K -178 -8%
HKAM
134
Horizon Kinetics Asset Management
New York
$261K -$2.19K -17 -0.8%
KWM
135
Keebeck Wealth Management
Illinois
$260K – – –
NFC
136
Northeast Financial Consultants
Connecticut
$258K – – –
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$252K -$23.3K -181 -8%
LMKC
138
L.M. Kohn & Company
Ohio
$249K +$249K +1,925 New
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$243K +$55.4K +429 +30%
JPLA
140
Joseph P. Lucia & Associates
New York
$240K – – –
WB
141
WesBanco Bank
West Virginia
$237K +$237K +1,835 New
FHA
142
First Horizon Advisors
Tennessee
$231K -$49.8K -386 -18%
BSWA
143
Bromfield Sneider Wealth Advisors
Massachusetts
$221K +$129 +1 +0.1%
TTWM
144
TCV Trust & Wealth Management
Virginia
$220K +$32.2K +250 +17%
LSA
145
L & S Advisors
California
$219K -$1.93K -15 -0.9%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$214K – – –
KBFS
147
Kohmann Bosshard Financial Services
Ohio
$214K – – –
IWM
148
IHT Wealth Management
Illinois
$212K +$6.46K +50 +3%
MSAM
149
Moloney Securities Asset Management
Missouri
$209K -$1.16K -9 -0.6%
RPCONE
150
Retirement Planning Company of New England
Rhode Island
$207K – – –
4 5
6
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