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iShares Micro-Cap ETF
IWC

Overview Fund Activity

197 hedge funds and large institutions have $494M invested in iShares Micro-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
58
Reduced
54
Closed
14
Calls
$431K
Puts
$10.9M
Net Calls
-$10.4M
Net Calls Change
-$9.91M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$6.88M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.18M
3
RHJA
Rice Hall James & Associates
California
$2.55M
4
CGA
Crescent Grove Advisors
Illinois
$2.53M
5
OCM
One Capital Management
California
$27.2M

Top Sellers

1
MAM
Marquette Asset Management
Minnesota
$45.3K
2
TRCT
Tower Research Capital (TRC)
New York
$0
3
Bank of America
Bank of America
North Carolina
$29.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$869K
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$9.58K +$9.58K +89 New
CA
177
Clearstead Advisors
Ohio
$8.52K – – –
CG
178
Cutler Group
California
$8K -$39.9K -399 -83%
HIA
179
Harbor Investment Advisory
Maryland
$7.55K – – –
RWPA
180
Richard W. Paul & Associates
Michigan
$7.55K +$7.55K +70 New
NA
181
NewEdge Advisors
Louisiana
$7.33K +$7.33K +68 New
WTC
182
WhitTier Trust Company
Nevada
$7.01K – – –
William Blair & Company
183
William Blair & Company
Illinois
$5.39K -$10.8K -100 -67%
TFA
184
Toth Financial Advisory
Virginia
$5.39K – – –
CFD
185
Creative Financial Designs
Indiana
$5.39K – – –
CFGS
186
Concourse Financial Group Securities
Alabama
$4.64K – – –
HI
187
Harbour Investments
Wisconsin
$3.77K -$11.5K -107 -75%
AW
188
Avion Wealth
Texas
$2K – – –
AWM
189
Atticus Wealth Management
Florida
$1.94K – – –
FA
190
Fiduciary Alliance
South Carolina
$1.54K +$1.54K +14 New
FFA
191
Farther Finance Advisors
California
$1.51K +$1.51K +14 New
BWM
192
BerganKDV Wealth Management
Minnesota
$1.19K +$1.19K +11 New
AAG
193
Armstrong Advisory Group
Massachusetts
$755 +$755 +7 New
DI
194
Disciplined Investments
Oklahoma
$539 – – –
AWM
195
Aspire Wealth Management
Massachusetts
$446 – – –
BWL
196
Bogart Wealth LLC
Virginia
$218 – – –
TWC
197
TD Waterhouse Canada
Ontario, Canada
$107 -$20.1K -188 -99%
TRCT
198
Tower Research Capital (TRC)
New York
– -$3.79M -36,609 Closed
FTUS
199
Flow Traders U.S.
New York
– -$2.21M -21,344 Closed
AR
200
Advisory Research
Illinois
– -$552K -5,346 Closed
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