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iShares Micro-Cap ETF
IWC

Overview Fund Activity

203 hedge funds and large institutions have $475M invested in iShares Micro-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-19
Holders Change %
-8.56%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
61
Reduced
58
Closed
40
Calls
$250K
Puts
$291K
Net Calls
-$41K
Net Calls Change
+$181K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$3.94M
2
TRCT
Tower Research Capital (TRC)
New York
$2.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.11M
4
EWM
Empirical Wealth Management
Washington
$13.1M
5
OMC
Old Mission Capital
Illinois
$1.86M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$9.51M
2
Jane Street
Jane Street
New York
$0
3
CL
CPWM LLC
Washington
$3.3M
4
Bank of America
Bank of America
North Carolina
$33M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSWA
126
Bromfield Sneider Wealth Advisors
Massachusetts
$232K +$53.1K +510 +30%
BI
127
Berkeley Inc
Idaho
$230K -$6.86K -66 -3%
PFO
128
Pathstone Family Office
New Jersey
$217K +$217K +2,084 New
DFS
129
Dixon Fnancial Services
California
$216K – – –
HKAM
130
Horizon Kinetics Asset Management
New York
$211K – – –
KWM
131
Keebeck Wealth Management
Illinois
$210K – – –
NFC
132
Northeast Financial Consultants
Connecticut
$208K – – –
TF
133
TIAA FSB
Florida
$205K +$205K +1,970 New
CAN
134
Cetera Advisor Networks
California
$203K -$9.85K -95 -5%
CA
135
Claro Advisors
Massachusetts
$202K +$202K +1,946 New
LMKC
136
L.M. Kohn & Company
Ohio
$201K – – –
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$200K -$2.91K -28 -1%
JPLA
138
Joseph P. Lucia & Associates
New York
$194K – – –
FHA
139
First Horizon Advisors
Tennessee
$186K +$104 +1 +0.1%
GWM
140
Geneos Wealth Management
Colorado
$168K +$58K +550 +53%
ST
141
Smithfield Trust
Pennsylvania
$146K – – –
AF
142
Allworth Financial
California
$146K – – –
EBA
143
Eagle Bay Advisors
New York
$142K +$109K +1,053 +338%
BAM
144
Belpointe Asset Management
Nevada
$138K +$4.99K +48 +4%
FFA
145
Founders Financial Alliance
North Carolina
$136K +$136K +1,309 New
AWM
146
Angeles Wealth Management
California
$123K – – –
SSC
147
Syverson Strege & Co
Iowa
$110K – – –
SIC
148
Salem Investment Counselors
North Carolina
$108K – – –
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$103K -$25.9K -251 -20%
PA
150
Parallel Advisors
California
$101K – – –
4 5
6
7 8