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iShares Micro-Cap ETF
IWC

Overview Fund Activity

203 hedge funds and large institutions have $475M invested in iShares Micro-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-19
Holders Change %
-8.56%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
61
Reduced
58
Closed
40
Calls
$250K
Puts
$291K
Net Calls
-$41K
Net Calls Change
+$181K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.94M
2
TRCT
2
Tower Research Capital (TRC)
New York
$2.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.11M
4
EWM
4
Empirical Wealth Management
Washington
$13.1M
5
OMC
5
Old Mission Capital
Illinois
$1.86M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.51M
2
Jane Street
2
Jane Street
New York
$0
3
CL
3
CPWM LLC
Washington
$3.3M
4
Bank of America
4
Bank of America
North Carolina
$33M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$58.3M +$1.7M +16,308 +3%
Bank of America
2
Bank of America
North Carolina
$33M -$4.26M -40,983 -11%
OCM
3
One Capital Management
California
$21.5M +$1.78M +17,158 +9%
HHGA
4
Halbert Hargrove Global Advisors
California
$21M +$451K +4,339 +2%
AAS
5
Avantax Advisory Services
Texas
$14.3M -$554K -5,326 -4%
AA
6
Alesco Advisors
New York
$13.3M +$883K +8,489 +7%
EWM
7
Empirical Wealth Management
Washington
$13.1M +$2.68M +25,790 +26%
AFG
8
Arkansas Financial Group
Arkansas
$11.9M +$683K +6,572 +6%
Goldman Sachs
9
Goldman Sachs
New York
$11.8M – – –
BDF
10
Balasa Dinverno & Foltz
$11M +$666K +6,408 +6%
Wells Fargo
11
Wells Fargo
California
$10.6M -$698K -6,710 -6%
SI
12
Stephens Inc
Arkansas
$10.5M -$2.45M -23,560 -19%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$9.91M -$105K -1,010 -1%
RC
14
RegentAtlantic Capital
New Jersey
$9.67M -$134K -1,288 -1%
Morgan Stanley
15
Morgan Stanley
New York
$9.51M -$10.4M -100,240 -52%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$9.45M +$313K +2,954 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.61M +$648K +6,237 +8%
Creative Planning
18
Creative Planning
Kansas
$7.94M +$107K +1,026 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.77M -$328K -3,157 -4%
HighTower Advisors
20
HighTower Advisors
Illinois
$7.64M -$79.8K -768 -1%
CPIG
21
Chicago Partners Investment Group
Illinois
$7.47M +$24.7K +216 +0.3%
UBS Group
22
UBS Group
Switzerland
$7.41M +$72.7K +699 +1%
EA
23
Efficient Advisors
Ohio
$6.99M -$1.73M -16,605 -20%
AA
24
Aire Advisors
California
$6.41M +$935K +9,006 +17%
SC
25
Schoolcraft Capital
Colorado
$6.41M -$3.33K -32 -0.1%
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