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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 %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.8K – – –
BA
152
Bristlecone Advisors
Washington
$39.2K +$39.2K +375 New
CG
153
Cutler Group
California
$39K +$30.8K +299 +374%
BCA
154
Bray Capital Advisors
Florida
$33.9K – – –
Kayne Anderson Rudnick Investment Management
155
Kayne Anderson Rudnick Investment Management
California
$25.4K – – –
PCFFS
156
Pacific Center for Financial Services
California
$22.8K +$22.8K +218 New
AF
157
Advisornet Financial
Minnesota
$22.4K – – –
BWM
158
Baystate Wealth Management
Massachusetts
$21.3K – – –
MA
159
Montag & Associates
Georgia
$20.4K – – –
MRCM
160
M&R Capital Management
New Jersey
$19.9K – – –
CSPIA
161
Cary Street Partners Investment Advisory
Virginia
$19.4K – – –
BCWM
162
Bartlett & Co Wealth Management
Ohio
$19.3K +$19.3K +185 New
BC
163
Bartlett & Co
Ohio
$19K +$19K +185 New
TCOV
164
Trust Company of Vermont
Vermont
$17.6K – – –
AAS
165
Ameritas Advisory Services
Nebraska
$16.5K +$16.5K +158 New
GRP
166
Global Retirement Partners
California
$12.3K -$3.84K -38 -24%
IFAM
167
Institutional & Family Asset Management
Colorado
$10.3K – – –
ASN
168
Advisory Services Network
Georgia
$9.29K – – –
CA
169
Clearstead Advisors
Ohio
$8.26K – – –
RWPA
170
Richard W. Paul & Associates
Michigan
$7.32K – – –
HIA
171
Harbor Investment Advisory
Maryland
$7.32K – – –
MAM
172
Marquette Asset Management
Minnesota
$6.79K -$37.1K -355 -85%
WTC
173
WhitTier Trust Company
Nevada
$6.79K – – –
CFD
174
Creative Financial Designs
Indiana
$5.23K – – –
TFA
175
Toth Financial Advisory
Virginia
$5.23K – – –
5 6
7
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