IWC icon

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

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
2
Barclays
Barclays
United Kingdom
$905K
3
Bank of America
Bank of America
North Carolina
$19.6M
4
LI
LVZ Inc
Michigan
$0
5
Morgan Stanley
Morgan Stanley
New York
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$65.1K – – –
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$58.1K – – –
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$56.5K – – –
PWMG
154
Provence Wealth Management Group
California
$55.1K +$55.1K +550 New
EWM
155
Evermay Wealth Management
Virginia
$48.3K -$24.9K -248 -34%
ADL
156
Asset Dedication LLC
California
$48K – – –
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40K – – –
PAIM
158
Punch & Associates Investment Management
Minnesota
$35.4K +$701 +7 +2%
BC
159
Bartlett & Co
Ohio
$35K +$16.2K +160 +86%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$34.7K +$16.1K +160 +86%
BCA
161
Bray Capital Advisors
Florida
$32.4K – – –
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
PCFFS
163
Pacific Center for Financial Services
California
$21.8K – – –
AF
164
Advisornet Financial
Minnesota
$21.4K – – –
CG
165
Cutler Group
California
$20K +$20K +200 New
MRCM
166
M&R Capital Management
New Jersey
$19K – – –
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
$18.6K – – –
YAL
168
Your Advocates Ltd
Texas
$17.9K +$17.9K +179 New
TCOV
169
Trust Company of Vermont
Vermont
$16.8K – – –
CA
170
Clearstead Advisors
Ohio
$15.8K +$7.91K +79 +100%
MAM
171
Marquette Asset Management
Minnesota
$14.8K – – –
IFAM
172
Institutional & Family Asset Management
Colorado
$9.91K – – –
DFA
173
DHJJ Financial Advisors
Illinois
$8.91K +$8.91K +89 New
RWPA
174
Richard W. Paul & Associates
Michigan
$7.01K – – –
HIA
175
Harbor Investment Advisory
Maryland
$7.01K – – –
5 6
7
8 9