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iShares Micro-Cap ETF
IWC

Overview Fund Activity

203 hedge funds and large institutions have $475M invested in iShares Micro-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-19
Holders Change %
-8.56%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
61
Reduced
58
Closed
40
Calls
$250K
Puts
$291K
Net Calls
-$41K
Net Calls Change
+$181K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$3.94M
2
TRCT
Tower Research Capital (TRC)
New York
$2.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.11M
4
EWM
Empirical Wealth Management
Washington
$13.1M
5
OMC
Old Mission Capital
Illinois
$1.86M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$9.51M
2
Jane Street
Jane Street
New York
$0
3
CL
CPWM LLC
Washington
$3.3M
4
Bank of America
Bank of America
North Carolina
$33M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
176
Trust Company of Vermont
Vermont
$17K +$17K +168 New
HWMA
177
Heritage Wealth Management (Arizona)
Arizona
$16.3K -$14.6K -140 -47%
William Blair & Company
178
William Blair & Company
Illinois
$16K – – –
CI
179
CX Institutional
Indiana
$16K +$16K +152 New
MCC
180
Money Concepts Capital
Florida
$15K +$3.4K +32 +29%
HI
181
Harbour Investments
Wisconsin
$15K +$15K +142 New
WOSD
182
WFA of San Diego
California
$12K +$12K +120 New
MCM
183
McMillion Capital Management
North Carolina
$11K +$11K +102 New
SPIA
184
Steward Partners Investment Advisory
New York
$11K +$11K +107 New
IFAM
185
Institutional & Family Asset Management
Colorado
$10K – – –
EW
186
Element Wealth
Mississippi
$10K – – –
CA
187
Clearstead Advisors
Ohio
$8K – – –
WTC
188
WhitTier Trust Company
Nevada
$7K – – –
HIA
189
Harbor Investment Advisory
Maryland
$7K – – –
GRP
190
Global Retirement Partners
California
$7K – – –
CFD
191
Creative Financial Designs
Indiana
$5K – – –
TFA
192
Toth Financial Advisory
Virginia
$5K – – –
CAAS
193
Capital Asset Advisory Services
Michigan
$4K – – –
ACK
194
Andrew C. Karlinski
$4K – – –
CIAS
195
Capital Investment Advisory Services
North Carolina
$3K – – –
AF
196
Arrow Financial
New York
$3K +$3K +33 New
AW
197
Avion Wealth
Texas
$2K – – –
AWM
198
Atticus Wealth Management
Florida
$2K – – –
CFFP
199
Center for Financial Planning
Michigan
$2K – – –
DI
200
Disciplined Investments
Oklahoma
$1K -$1K -5 -50%
6 7
8
9 10