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

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.43M
2
RC
2
RegentAtlantic Capital
New Jersey
$2.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.72M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$54.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$72K -$164K -1,589 -70%
ADL
152
Asset Dedication LLC
California
$71K +$71K +685 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$67K – – –
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$65K – – –
Fidelity Investments
155
Fidelity Investments
Massachusetts
$61K -$2.06K -20 -3%
CG
156
Cutler Group
California
$49K +$30.7K +300 +168%
SPIA
157
Steward Partners Investment Advisory
New York
$45K +$33.9K +327 +306%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.4K – – –
SC
159
Siena Capital
Ohio
$41K – – –
BCA
160
Bray Capital Advisors
Florida
$33K – – –
AIP
161
Almanack Investment Partners
Pennsylvania
$31K +$31K +300 New
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$25K – – –
PCFFS
163
Pacific Center for Financial Services
California
$23K – – –
OPW
164
Oxler Private Wealth
New York
$22.6K +$22.6K +200 New
AF
165
Advisornet Financial
Minnesota
$22K – – –
Simplex Trading
166
Simplex Trading
Illinois
$22K +$22K +218 New
FA
167
Flagstar Advisors
New York
$21.7K +$21.7K +209 New
BWM
168
Baystate Wealth Management
Massachusetts
$21K +$104 +1 +0.5%
MCC
169
Money Concepts Capital
Florida
$21K +$6.7K +66 +47%
MA
170
Montag & Associates
Georgia
$20K – – –
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$20K +$1.46K +12,790 +8%
TWC
172
TD Waterhouse Canada
Ontario, Canada
$19.8K – – –
GRP
173
Global Retirement Partners
California
$18K +$10.1K +90 +129%
TCOV
174
Trust Company of Vermont
Vermont
$17K – – –
HWMA
175
Heritage Wealth Management (Arizona)
Arizona
$16K -$418 -4 -3%
5 6
7
8 9