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iShares Micro-Cap ETF
IWC

Overview Fund Activity

194 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-9
Holders Change %
-4.43%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
58
Reduced
63
Closed
21
Calls
–
Puts
$538K
Net Calls
-$538K
Net Calls Change
-$497K

Top Buyers

1
CL
CPWM LLC
Washington
$7.93M
2
OCM
One Capital Management
California
$24.2M
3
AA
Alesco Advisors
New York
$15.6M
4
FTUS
Flow Traders U.S.
New York
$2.21M
5
AAS
Avantax Advisory Services
Texas
$15.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.43M
2
RC
RegentAtlantic Capital
New Jersey
$2.28M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.72M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$54.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$16K – – –
HI
177
Harbour Investments
Wisconsin
$15K – – –
MCM
178
McMillion Capital Management
North Carolina
$11K – – –
IFAM
179
Institutional & Family Asset Management
Colorado
$10K – – –
EW
180
Element Wealth
Mississippi
$10K – – –
RIA
181
Realta Investment Advisors
Delaware
$10K +$10K +100 New
WFA
182
Wipfli Financial Advisors
Wisconsin
$9K +$9K +88 New
CA
183
Clearstead Advisors
Ohio
$8K – – –
WTC
184
WhitTier Trust Company
Nevada
$7K – – –
HIA
185
Harbor Investment Advisory
Maryland
$7K – – –
CFD
186
Creative Financial Designs
Indiana
$5K – – –
TFA
187
Toth Financial Advisory
Virginia
$5K – – –
CFGS
188
Concourse Financial Group Securities
Alabama
$4K +$3.91K +42 +4,200%
CAAS
189
Capital Asset Advisory Services
Michigan
$2K -$3.07K -23 -61%
AWM
190
Atticus Wealth Management
Florida
$2K – – –
AW
191
Avion Wealth
Texas
$2K – – –
DI
192
Disciplined Investments
Oklahoma
$1K – – –
OMC
193
Old Mission Capital
Illinois
– -$1.86M -17,921 Closed
BRC
194
Bell Rock Capital
Delaware
– -$1.39M -13,401 Closed
PWS
195
Precision Wealth Strategies
Missouri
– -$389K -3,619 Closed
Cerity Partners
196
Cerity Partners
New York
– -$291K -2,798 Closed
NL
197
NVWM LLC
Pennsylvania
– -$266K -2,560 Closed
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
– -$248K -2,385 Closed
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
– -$200K -1,928 Closed
LMKC
200
L.M. Kohn & Company
Ohio
– -$201K -1,925 Closed
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