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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 %
GWM
151
Geneos Wealth Management
Colorado
$82.1K – – –
Franklin Resources
152
Franklin Resources
California
$79.3K – – –
EWM
153
Evermay Wealth Management
Virginia
$78.6K – – –
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$77.3K +$2.26K +21 +3%
ADL
155
Asset Dedication LLC
California
$74K – – –
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$70.1K – – –
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$67.6K – – –
MCM
158
Mill Capital Management
North Carolina
$65.2K +$65.2K +605 New
PIMG
159
Patriot Investment Management Group
Tennessee
$49.6K +$49.6K +424 New
MAM
160
Marquette Asset Management
Minnesota
$45.3K -$6.15M -57,043 -99%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.1K – – –
KOMWMG
162
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$36K +$36K +330 New
BCA
163
Bray Capital Advisors
Florida
$34.9K – – –
HWMA
164
Heritage Wealth Management (Arizona)
Arizona
$33K +$16.5K +153 +100%
Kayne Anderson Rudnick Investment Management
165
Kayne Anderson Rudnick Investment Management
California
$26.2K – – –
AF
166
Advisornet Financial
Minnesota
$23.1K – – –
BWM
167
Baystate Wealth Management
Massachusetts
$22K +$108 +1 +0.5%
RIA
168
Realta Investment Advisors
Delaware
$21.6K +$10.8K +100 +100%
MA
169
Montag & Associates
Georgia
$21K – – –
MRCM
170
M&R Capital Management
New Jersey
$20.5K +$20.5K +190 New
CSPIA
171
Cary Street Partners Investment Advisory
Virginia
$19.9K +$19.9K +185 New
TCOV
172
Trust Company of Vermont
Vermont
$18.1K – – –
GRP
173
Global Retirement Partners
California
$17.3K – – –
MCC
174
Money Concepts Capital
Florida
$10.8K -$11.5K -107 -52%
IFAM
175
Institutional & Family Asset Management
Colorado
$10.7K – – –
5 6
7
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