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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 %
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$71K – – –
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$63.4K -$26.1K -239 -29%
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$63.3K – – –
ADL
154
Asset Dedication LLC
California
$51K – – –
MA
155
Montag & Associates
Georgia
$48.6K +$27.3K +250 +128%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.7K – – –
TRCT
157
Tower Research Capital (TRC)
New York
$42.5K +$42.5K +389 New
PAIM
158
Punch & Associates Investment Management
Minnesota
$37.9K +$37.9K +347 New
BCA
159
Bray Capital Advisors
Florida
$35.4K – – –
Kayne Anderson Rudnick Investment Management
160
Kayne Anderson Rudnick Investment Management
California
$26.6K – – –
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$24K -$75.8K -695 -76%
PCFFS
162
Pacific Center for Financial Services
California
$23.8K – – –
AF
163
Advisornet Financial
Minnesota
$23.4K – – –
MRCM
164
M&R Capital Management
New Jersey
$20.8K – – –
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$20.3K +$109 +1 +0.5%
BCWM
166
Bartlett & Co Wealth Management
Ohio
$20.2K – – –
BC
167
Bartlett & Co
Ohio
$20K – – –
TCOV
168
Trust Company of Vermont
Vermont
$18.4K – – –
MAM
169
Marquette Asset Management
Minnesota
$16.2K +$9.07K +83 +128%
CAS
170
Coppell Advisory Solutions
Texas
$12.4K +$12.4K +114 New
GRP
171
Global Retirement Partners
California
$12.3K -$1.1K -10 -8%
CFD
172
Creative Financial Designs
Indiana
$12.2K +$6.76K +62 +124%
MCM
173
McMillion Capital Management
North Carolina
$11.1K +$11.1K +102 New
IFAM
174
Institutional & Family Asset Management
Colorado
$10.8K – – –
CA
175
Clearstead Advisors
Ohio
$8.64K – – –
5 6
7
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