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iShares Micro-Cap ETF
IWC

Overview Fund Activity

194 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-9
Holders Change %
-4.43%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
58
Reduced
63
Closed
21
Calls
–
Puts
$538K
Net Calls
-$538K
Net Calls Change
-$497K

Top Buyers

1
CL
CPWM LLC
Washington
$7.93M
2
OCM
One Capital Management
California
$24.2M
3
AA
Alesco Advisors
New York
$15.6M
4
FTUS
Flow Traders U.S.
New York
$2.21M
5
AAS
Avantax Advisory Services
Texas
$15.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.43M
2
RC
RegentAtlantic Capital
New Jersey
$2.28M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.72M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$54.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
126
Cetera Advisor Networks
California
$214K +$11.5K +111 +6%
KWM
127
Keebeck Wealth Management
Illinois
$209K – – –
NFC
128
Northeast Financial Consultants
Connecticut
$207K – – –
JPLA
129
Joseph P. Lucia & Associates
New York
$207K +$14K +135 +7%
HKAM
130
Horizon Kinetics Asset Management
New York
$204K -$5.68K -55 -3%
TF
131
TIAA FSB
Florida
$204K – – –
EGA
132
Eagle Global Advisors
Texas
$202K -$109K -1,050 -35%
CA
133
Claro Advisors
Massachusetts
$202K – – –
FHA
134
First Horizon Advisors
Tennessee
$185K -$103 -1 -0.1%
EBA
135
Eagle Bay Advisors
New York
$146K +$4.66K +45 +3%
AF
136
Allworth Financial
California
$145K – – –
BAM
137
Belpointe Asset Management
Nevada
$131K -$6.64K -64 -5%
AWM
138
Angeles Wealth Management
California
$122K – – –
SSC
139
Syverson Strege & Co
Iowa
$109K – – –
SIC
140
Salem Investment Counselors
North Carolina
$107K – – –
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$103K – – –
ST
142
Smithfield Trust
Pennsylvania
$101K -$42.2K -408 -29%
PA
143
Parallel Advisors
California
$101K – – –
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$96K -$414 -4 -0.4%
MFA
145
McClarren Financial Advisors
Pennsylvania
$93K +$93K +906 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$92K -$3.92K -38 -4%
GWM
147
Geneos Wealth Management
Colorado
$78K -$85.4K -833 -52%
Franklin Resources
148
Franklin Resources
California
$76K – – –
EWM
149
Evermay Wealth Management
Virginia
$75K – – –
APA
150
American Portfolios Advisors
New York
$74.8K -$3.21K -31 -4%
4 5
6
7 8