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iShares Micro-Cap ETF
IWC

Overview Fund Activity

222 hedge funds and large institutions have $635M invested in iShares Micro-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
63
Reduced
69
Closed
31
Calls
$400K
Puts
$622K
Net Calls
-$222K
Net Calls Change
-$2.62M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$69.1M
2
BDF
Balasa Dinverno & Foltz
+$12.9M
3
Jane Street
Jane Street
New York
+$5.61M
4
WP
WealthShield Partners
North Carolina
+$3.42M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$3.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$21.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$20.4M
3
NW
Naviter Wealth
Arkansas
-$15.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.4M
5
CI
CX Institutional
Indiana
-$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
201
Element Wealth
Mississippi
$13K – – –
HPC
202
HM Payson & Co
Maine
$13K +$13K +100 New
CA
203
Clearstead Advisors
Ohio
$10K – – –
HIA
204
Harbor Investment Advisory
Maryland
$9K – – –
WTC
205
WhitTier Trust Company
Nevada
$8K – – –
GRP
206
Global Retirement Partners
California
$8K +$8K +70 New
TRCT
207
Tower Research Capital (TRC)
New York
$7K -$1.89M -13,777 -100%
CFD
208
Creative Financial Designs
Indiana
$6K -$468K -3,896 -99%
TFA
209
Toth Financial Advisory
Virginia
$6K – – –
ACK
210
Andrew C. Karlinski
$5K – – –
CAAS
211
Capital Asset Advisory Services
Michigan
$5K – – –
CIAS
212
Capital Investment Advisory Services
North Carolina
$4K -$30.8K -231 -89%
CFFP
213
Center for Financial Planning
Michigan
$3K – – –
AW
214
Avion Wealth
Texas
$3K – – –
LAS
215
Lloyd Advisory Services
Georgia
$3K +$3K +22 New
AWM
216
Atticus Wealth Management
Florida
$2K +$2K +18 New
DI
217
Disciplined Investments
Oklahoma
$1K -$500 -5 -33%
SL
218
Savior LLC
Massachusetts
$1K – – –
AWM
219
Aspire Wealth Management
Massachusetts
$1K – – –
MAM
220
McCarthy Asset Management
California
$1K – – –
TFS
221
TrustCore Financial Services
Tennessee
$1K +$1K +7 New
Toronto Dominion Bank
222
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +8 New
CI
223
CX Institutional
Indiana
– -$5.64M -40,334 Closed
TMWM
224
Taylor & Morgan Wealth Management
Michigan
– -$4.31M -30,842 Closed
MFW
225
Meristem Family Wealth
Minnesota
– -$650K -4,654 Closed
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