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iShares Micro-Cap ETF
IWC

Overview Fund Activity

190 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
42
Reduced
64
Closed
22
Calls
$460K
Puts
$111K
Net Calls
+$349K
Net Calls Change
-$4.47M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.21M
2
CA
2
Cumberland Advisors
Florida
$4.34M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$58.4M
4
MMRF
4
Michelson Medical Research Foundation
California
$3.54M
5
S2L
5
Sparta 24 Ltd
Israel
$13.9M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Barclays
2
Barclays
United Kingdom
$905K
3
Bank of America
3
Bank of America
North Carolina
$19.6M
4
LI
4
LVZ Inc
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
126
Berkeley Inc
Idaho
$219K -$2.5K -25 -1%
JPLA
127
Joseph P. Lucia & Associates
New York
$214K – – –
TFG
128
Tilson Financial Group
New Jersey
$211K +$211K +2,110 New
MA
129
Mutual Advisors
Nebraska
$209K -$1.1K -11 -0.5%
DFS
130
Dixon Fnancial Services
California
$208K – – –
TIAA Trust, National Association
131
TIAA Trust, National Association
North Carolina
$205K +$205K +2,048 New
KWM
132
Kingsview Wealth Management
Oregon
$205K +$205K +2,046 New
WB
133
WesBanco Bank
West Virginia
$204K – – –
KWM
134
Keebeck Wealth Management
Illinois
$203K – – –
BDWCC
135
B&D White Capital Company
Texas
$201K – – –
NFC
136
Northeast Financial Consultants
Connecticut
$200K – – –
FHA
137
First Horizon Advisors
Tennessee
$171K -$2.7K -27 -2%
AF
138
Allworth Financial
California
$138K – – –
AWM
139
Angeles Wealth Management
California
$118K – – –
IA
140
IFP Advisors
Florida
$110K – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$101K +$14.6K +146 +17%
Comerica Bank
142
Comerica Bank
Texas
$98.5K +$98.5K +984 New
ST
143
Smithfield Trust
Pennsylvania
$98K – – –
PA
144
Parallel Advisors
California
$97.6K – – –
EBA
145
Eagle Bay Advisors
New York
$90.7K +$16K +160 +21%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$89.2K – – –
MFA
147
McClarren Financial Advisors
Pennsylvania
$87K -$3.57K -36 -4%
GWM
148
Geneos Wealth Management
Colorado
$77.2K – – –
Franklin Resources
149
Franklin Resources
California
$73.6K – – –
MA
150
Montag & Associates
Georgia
$67.4K +$22.6K +225 +51%
4 5
6
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