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iShares Micro-Cap ETF
IWC

Overview Fund Activity

190 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
42
Reduced
64
Closed
22
Calls
$460K
Puts
$111K
Net Calls
+$349K
Net Calls Change
-$4.47M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$5.21M
2
CA
Cumberland Advisors
Florida
$4.34M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$58.4M
4
MMRF
Michelson Medical Research Foundation
California
$3.54M
5
S2L
Sparta 24 Ltd
Israel
$13.9M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
2
Barclays
Barclays
United Kingdom
$905K
3
Bank of America
Bank of America
North Carolina
$19.6M
4
LI
LVZ Inc
Michigan
$0
5
Morgan Stanley
Morgan Stanley
New York
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
176
WhitTier Trust Company
Nevada
$6.51K – – –
CFD
177
Creative Financial Designs
Indiana
$5.01K -$6.21K -62 -55%
TFA
178
Toth Financial Advisory
Virginia
$5.01K – – –
William Blair & Company
179
William Blair & Company
Illinois
$5.01K – – –
CFGS
180
Concourse Financial Group Securities
Alabama
$4.32K – – –
SIC
181
Salem Investment Counselors
North Carolina
$3.52K – – –
HI
182
Harbour Investments
Wisconsin
$3.5K – – –
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$2.2K +$2.2K +22 New
AW
184
Avion Wealth
Texas
$2K – – –
AWM
185
Atticus Wealth Management
Florida
$1.8K – – –
NS
186
NBC Securities
Alabama
$1K +$1K +17 New
AWM
187
Aspire Wealth Management
Massachusetts
$416 – – –
First Manhattan
188
First Manhattan
New York
$300 – – –
SPIA
189
Steward Partners Investment Advisory
New York
$300 +$300 +3 New
TWC
190
TD Waterhouse Canada
Ontario, Canada
$98 – – –
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
– -$10.4M -95,087 Closed
TAIM
192
TD Ameritrade Investment Management
Nebraska
– -$5.33M -48,748 Closed
LI
193
LVZ Inc
Michigan
– -$2.48M -22,726 Closed
NECFA
194
New England Capital Financial Advisors
Connecticut
– -$466K -4,263 Closed
UCFA
195
United Capital Financial Advisors
Texas
– -$438K -4,008 Closed
Cerity Partners
196
Cerity Partners
New York
– -$365K -3,343 Closed
FPAS
197
Focus Partners Advisor Solutions
Missouri
– -$328K -3,003 Closed
CA
198
Claro Advisors
Massachusetts
– -$290K -2,657 Closed
TWP
199
Tempus Wealth Planning
California
– -$257K -2,347 Closed
FMC
200
First Merchants Corp
Indiana
– -$251K -2,295 Closed
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