IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $465M invested in iShares Micro-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
70
Closed
20
Calls
$418K
Puts
$295K
Net Calls
+$123K
Net Calls Change
+$10.6M

Top Buyers

1
S2L
Sparta 24 Ltd
Israel
$3.5M
2
OCM
One Capital Management
California
$28.1M
3
Citadel Advisors
Citadel Advisors
Florida
$1.74M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
5
BWP
Balboa Wealth Partners
Arizona
$830K

Top Sellers

1
AA
Aire Advisors
California
$3.54M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.64M
3
RHJA
Rice Hall James & Associates
California
$0
4
CGA
Crescent Grove Advisors
Illinois
$346K
5
Bank of America
Bank of America
North Carolina
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$5.23K – – –
CFGS
177
Concourse Financial Group Securities
Alabama
$4.49K – – –
HI
178
Harbour Investments
Wisconsin
$3.66K – – –
RI
179
Ridgewood Investments
New Jersey
$2.72K +$2.72K +26 New
AW
180
Avion Wealth
Texas
$2K – – –
AWM
181
Atticus Wealth Management
Florida
$1.88K – – –
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$813 -$8 -80 -1%
AAG
183
Armstrong Advisory Group
Massachusetts
$732 – – –
AWM
184
Aspire Wealth Management
Massachusetts
$433 – – –
FFA
185
Farther Finance Advisors
California
$418 -$1.05K -10 -71%
DI
186
Disciplined Investments
Oklahoma
$314 -$209 -2 -40%
First Manhattan
187
First Manhattan
New York
$313 +$313 +3 New
TWC
188
TD Waterhouse Canada
Ontario, Canada
$104 – – –
RHJA
189
Rice Hall James & Associates
California
– -$2.55M -23,651 Closed
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
– -$869K -8,058 Closed
PFO
191
Pathstone Family Office
New Jersey
– -$449K -4,168 Closed
EWA
192
Exencial Wealth Advisors
Oklahoma
– -$423K -3,921 Closed
JWS
193
Juncture Wealth Strategies
Arizona
– -$417K -3,866 Closed
CWM
194
C2C Wealth Management
Arizona
– -$317K -2,792 Closed
Renaissance Technologies
195
Renaissance Technologies
New York
– -$291K -2,700 Closed
JF
196
JSF Financial
California
– -$259K -2,403 Closed
EGA
197
Eagle Global Advisors
Texas
– -$210K -1,950 Closed
LMKC
198
L.M. Kohn & Company
Ohio
– -$205K -1,900 Closed
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
– -$107K -1,000 Closed
MCM
200
Mill Capital Management
North Carolina
– -$65.2K -605 Closed
5 6 7
8
9