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iShares Micro-Cap ETF
IWC

Overview Fund Activity

193 hedge funds and large institutions have $487M invested in iShares Micro-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
56
Reduced
57
Closed
14
Calls
$5.04M
Puts
$219K
Net Calls
+$4.82M
Net Calls Change
+$4.7M

Top Buyers

1
S2L
1
Sparta 24 Ltd
Israel
$12.1M
2
Barclays
2
Barclays
United Kingdom
$6.64M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.04M
4
OCM
4
One Capital Management
California
$32.6M
5
LI
5
LVZ Inc
Michigan
$2.48M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$12.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$26.1M
3
Bank of America
3
Bank of America
North Carolina
$24.5M
4
AA
4
Ancora Advisors
Ohio
$515K
5
OCFG
5
O'Connor Financial Group
Illinois
$883K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
126
Joseph P. Lucia & Associates
New York
$234K +$15.1K +138 +7%
HH
127
Hilltop Holdings
Texas
$233K +$233K +2,135 New
MA
128
Mutual Advisors
Nebraska
$230K +$4.04K +37 +2%
DFS
129
Dixon Fnancial Services
California
$227K – – –
WB
130
WesBanco Bank
West Virginia
$223K – – –
KWM
131
Keebeck Wealth Management
Illinois
$221K – – –
BDWCC
132
B&D White Capital Company
Texas
$220K +$220K +2,012 New
NFC
133
Northeast Financial Consultants
Connecticut
$219K – – –
NW
134
Naviter Wealth
Arkansas
$213K -$109 -1 -0.1%
TF
135
TIAA FSB
Florida
$213K – – –
GWM
136
Gray Wealth Management
Maine
$212K -$17.5K -160 -8%
LMKC
137
L.M. Kohn & Company
Ohio
$208K +$208K +1,900 New
FHA
138
First Horizon Advisors
Tennessee
$189K -$4.37K -40 -2%
AF
139
Allworth Financial
California
$151K – – –
AWM
140
Angeles Wealth Management
California
$129K – – –
IA
141
IFP Advisors
Florida
$120K -$141K -1,286 -54%
ST
142
Smithfield Trust
Pennsylvania
$107K – – –
PA
143
Parallel Advisors
California
$107K – – –
MFA
144
McClarren Financial Advisors
Pennsylvania
$99K +$325 +3 +0.3%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$97.4K – – –
Fidelity Investments
146
Fidelity Investments
Massachusetts
$94K +$328 +3 +0.4%
GWM
147
Geneos Wealth Management
Colorado
$84.3K -$12.8K -117 -13%
EBA
148
Eagle Bay Advisors
New York
$81.5K -$7.65K -70 -9%
Franklin Resources
149
Franklin Resources
California
$80.3K – – –
EWM
150
Evermay Wealth Management
Virginia
$79.7K – – –
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6
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