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iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $465M invested in iShares Micro-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
70
Closed
20
Calls
$418K
Puts
$295K
Net Calls
+$123K
Net Calls Change
+$10.6M

Top Buyers

1
S2L
Sparta 24 Ltd
Israel
$3.5M
2
OCM
One Capital Management
California
$28.1M
3
Citadel Advisors
Citadel Advisors
Florida
$1.74M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
5
BWP
Balboa Wealth Partners
Arizona
$830K

Top Sellers

1
AA
Aire Advisors
California
$3.54M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.64M
3
RHJA
Rice Hall James & Associates
California
$0
4
CGA
Crescent Grove Advisors
Illinois
$346K
5
Bank of America
Bank of America
North Carolina
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Keebeck Wealth Management
Illinois
$211K – – –
NFC
127
Northeast Financial Consultants
Connecticut
$209K – – –
JPLA
128
Joseph P. Lucia & Associates
New York
$209K – – –
NW
129
Naviter Wealth
Arkansas
$204K -$1.39M -13,332 -87%
TF
130
TIAA FSB
Florida
$203K -$2.61K -25 -1%
FHA
131
First Horizon Advisors
Tennessee
$185K -$1.46K -14 -0.8%
AF
132
Allworth Financial
California
$144K -$2.51K -24 -2%
AWM
133
Angeles Wealth Management
California
$123K – – –
SIC
134
Salem Investment Counselors
North Carolina
$108K – – –
ST
135
Smithfield Trust
Pennsylvania
$102K – – –
PA
136
Parallel Advisors
California
$102K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$96K – – –
MFA
138
McClarren Financial Advisors
Pennsylvania
$95K +$209 +2 +0.2%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$93.1K – – –
GWM
140
Geneos Wealth Management
Colorado
$92.8K +$13.3K +127 +17%
SSC
141
Syverson Strege & Co
Iowa
$92.4K – – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$89.6K +$2.4K +23 +3%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$85.6K +$10.7K +102 +14%
EBA
144
Eagle Bay Advisors
New York
$85.3K -$102K -975 -54%
Franklin Resources
145
Franklin Resources
California
$76.8K – – –
EWM
146
Evermay Wealth Management
Virginia
$76.2K – – –
BAM
147
Belpointe Asset Management
Nevada
$75.5K -$10.1K -97 -12%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$67.9K – – –
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$60.5K -$5.21K -50 -8%
ADL
150
Asset Dedication LLC
California
$49K -$21.7K -210 -31%
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