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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.2M
3
NW
3
Naviter Wealth
Arkansas
$1.12M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.7M
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$69.1M +$69.1M +544,092 New
Bank of America
2
Bank of America
North Carolina
$46.2M +$1.59M +12,371 +4%
HHGA
3
Halbert Hargrove Global Advisors
California
$25.5M -$333K -2,587 -1%
Morgan Stanley
4
Morgan Stanley
New York
$24.7M -$21.7M -168,160 -47%
OCM
5
One Capital Management
California
$24.5M +$1.2M +9,290 +5%
AAS
6
Avantax Advisory Services
Texas
$18.4M -$762K -5,913 -4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$17.8M +$293K +2,213 +2%
SI
8
Stephens Inc
Arkansas
$16M -$3.26M -25,292 -17%
AA
9
Alesco Advisors
New York
$15.4M +$1.43M +11,118 +10%
Goldman Sachs
10
Goldman Sachs
New York
$14.7M – – –
Wells Fargo
11
Wells Fargo
California
$14M -$130K -1,010 -0.9%
AFG
12
Arkansas Financial Group
Arkansas
$13.8M +$698K +5,419 +5%
BDF
13
Balasa Dinverno & Foltz
$12.9M +$12.9M +99,853 New
EWM
14
Empirical Wealth Management
Washington
$12.9M -$1.25M -9,704 -9%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$12.4M -$108K -839 -0.9%
RC
16
RegentAtlantic Capital
New Jersey
$12.2M -$527K -4,091 -4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$11.1M +$275K +2,134 +3%
EA
18
Efficient Advisors
Ohio
$10.8M -$537K -4,167 -5%
CL
19
CPWM LLC
Washington
$10.6M +$287K +2,231 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10M +$816K +6,336 +9%
Osaic Holdings
21
Osaic Holdings
Arizona
$9.8M +$43.4K +339 +0.4%
Creative Planning
22
Creative Planning
Kansas
$9.71M +$202K +1,564 +2%
FRA
23
Frank Rimerman Advisors
California
$9.62M +$754K +5,849 +9%
HighTower Advisors
24
HighTower Advisors
Illinois
$9.57M +$263K +2,038 +3%
UBS Group
25
UBS Group
Switzerland
$9.09M -$118K -918 -1%
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