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iShares Micro-Cap ETF
IWC

Overview Fund Activity

197 hedge funds and large institutions have $494M invested in iShares Micro-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
58
Reduced
54
Closed
14
Calls
$431K
Puts
$10.9M
Net Calls
-$10.4M
Net Calls Change
-$9.91M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.88M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.18M
3
RHJA
3
Rice Hall James & Associates
California
$2.55M
4
CGA
4
Crescent Grove Advisors
Illinois
$2.53M
5
OCM
5
One Capital Management
California
$27.2M

Top Sellers

1
MAM
1
Marquette Asset Management
Minnesota
$45.3K
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$29.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$869K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
126
Berkeley Inc
Idaho
$239K +$216 +2 +0.1%
TFG
127
Tilson Financial Group
New Jersey
$228K +$228K +2,110 New
DFS
128
Dixon Fnancial Services
California
$224K – – –
KWM
129
Keebeck Wealth Management
Illinois
$218K – – –
NFC
130
Northeast Financial Consultants
Connecticut
$216K – – –
JPLA
131
Joseph P. Lucia & Associates
New York
$216K – – –
MA
132
Mutual Advisors
Nebraska
$214K +$214K +1,985 New
TF
133
TIAA FSB
Florida
$212K – – –
EGA
134
Eagle Global Advisors
Texas
$210K – – –
LMKC
135
L.M. Kohn & Company
Ohio
$205K +$205K +1,900 New
EBA
136
Eagle Bay Advisors
New York
$193K +$41.1K +381 +27%
FHA
137
First Horizon Advisors
Tennessee
$193K -$431 -4 -0.2%
AF
138
Allworth Financial
California
$151K – – –
AWM
139
Angeles Wealth Management
California
$127K – – –
SIC
140
Salem Investment Counselors
North Carolina
$112K – – –
CA
141
CoreCap Advisors
Michigan
$110K +$110K +1,017 New
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$107K – – –
PA
143
Parallel Advisors
California
$105K – – –
ST
144
Smithfield Trust
Pennsylvania
$105K – – –
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$99K -$1.41K -13 -1%
MFA
146
McClarren Financial Advisors
Pennsylvania
$98K +$323 +3 +0.3%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$96.1K – – –
SSC
148
Syverson Strege & Co
Iowa
$95.3K -$18.8K -174 -16%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$89.9K +$26.2K +243 +41%
BAM
150
Belpointe Asset Management
Nevada
$88.3K -$47.9K -444 -35%
4 5
6
7 8