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iShares Micro-Cap ETF
IWC

Overview Fund Activity

193 hedge funds and large institutions have $487M invested in iShares Micro-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
56
Reduced
57
Closed
14
Calls
$5.04M
Puts
$219K
Net Calls
+$4.82M
Net Calls Change
+$4.7M

Top Buyers

1
S2L
1
Sparta 24 Ltd
Israel
$12.1M
2
Barclays
2
Barclays
United Kingdom
$6.64M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.04M
4
OCM
4
One Capital Management
California
$32.6M
5
LI
5
LVZ Inc
Michigan
$2.48M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$12.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$26.1M
3
Bank of America
3
Bank of America
North Carolina
$24.5M
4
AA
4
Ancora Advisors
Ohio
$515K
5
OCFG
5
O'Connor Financial Group
Illinois
$883K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
176
Harbor Investment Advisory
Maryland
$7.65K – – –
RWPA
177
Richard W. Paul & Associates
Michigan
$7.65K – – –
WTC
178
WhitTier Trust Company
Nevada
$7.1K – – –
TFA
179
Toth Financial Advisory
Virginia
$5.47K – – –
William Blair & Company
180
William Blair & Company
Illinois
$5.47K – – –
CFGS
181
Concourse Financial Group Securities
Alabama
$4.7K – – –
SIC
182
Salem Investment Counselors
North Carolina
$3.83K -$109K -1,000 -97%
HI
183
Harbour Investments
Wisconsin
$3.83K – – –
RI
184
Ridgewood Investments
New Jersey
$2.84K – – –
AW
185
Avion Wealth
Texas
$2K – – –
AWM
186
Atticus Wealth Management
Florida
$1.97K – – –
FA
187
Fiduciary Alliance
South Carolina
$1.57K +$1.57K +14 New
AAG
188
Armstrong Advisory Group
Massachusetts
$766 – – –
AWM
189
Aspire Wealth Management
Massachusetts
$454 – – –
DI
190
Disciplined Investments
Oklahoma
$328 – – –
First Manhattan
191
First Manhattan
New York
$327 – – –
TWC
192
TD Waterhouse Canada
Ontario, Canada
$110 – – –
FFA
193
Farther Finance Advisors
California
$109 -$327 -3 -75%
HW
194
Hancock Whitney
Mississippi
– -$2.06M -19,704 Closed
CI
195
CX Institutional
Indiana
– -$1.62M -15,491 Closed
BWP
196
Balboa Wealth Partners
Arizona
– -$830K -7,941 Closed
Two Sigma Advisers
197
Two Sigma Advisers
New York
– -$418K -4,000 Closed
CG
198
Caprock Group
Idaho
– -$346K -3,314 Closed
TDC
199
Thompson Davis & Co
Virginia
– -$282K -2,702 Closed
TFG
200
Tilson Financial Group
New Jersey
– -$221K -2,110 Closed
5 6 7
8
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