IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

194 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-9
Holders Change %
-4.43%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
58
Reduced
63
Closed
21
Calls
–
Puts
$538K
Net Calls
-$538K
Net Calls Change
-$497K

Top Buyers

1
CL
1
CPWM LLC
Washington
$7.93M
2
OCM
2
One Capital Management
California
$24.2M
3
AA
3
Alesco Advisors
New York
$15.6M
4
FTUS
4
Flow Traders U.S.
New York
$2.21M
5
AAS
5
Avantax Advisory Services
Texas
$15.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.43M
2
RC
2
RegentAtlantic Capital
New Jersey
$2.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.72M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$54.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$54.5M -$3.46M -33,433 -6%
Bank of America
2
Bank of America
North Carolina
$31M -$1.82M -17,607 -6%
OCM
3
One Capital Management
California
$24.2M +$2.74M +26,508 +13%
HHGA
4
Halbert Hargrove Global Advisors
California
$20.4M -$507K -4,907 -2%
AA
5
Alesco Advisors
New York
$15.6M +$2.39M +23,139 +18%
AAS
6
Avantax Advisory Services
Texas
$15.2M +$951K +9,199 +7%
EWM
7
Empirical Wealth Management
Washington
$13.9M +$912K +8,820 +7%
AFG
8
Arkansas Financial Group
Arkansas
$12M +$210K +2,031 +2%
BDF
9
Balasa Dinverno & Foltz
$10.5M -$532K -5,148 -5%
Wells Fargo
10
Wells Fargo
California
$10.1M -$432K -4,178 -4%
Morgan Stanley
11
Morgan Stanley
New York
$9.65M +$196K +1,900 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$9.48M +$264K +2,555 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.88M +$320K +3,098 +4%
SI
14
Stephens Inc
Arkansas
$8.27M -$2.15M -20,798 -21%
CL
15
CPWM LLC
Washington
$7.93M +$4.65M +44,977 +142%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.92M +$318K +3,072 +4%
Creative Planning
17
Creative Planning
Kansas
$7.82M -$79.4K -768 -1%
CPIG
18
Chicago Partners Investment Group
Illinois
$7.79M +$518K +4,657 +7%
UBS Group
19
UBS Group
Switzerland
$7.42M +$57.6K +557 +0.8%
AA
20
Aire Advisors
California
$7.18M +$790K +7,644 +12%
SC
21
Schoolcraft Capital
Colorado
$6.35M -$21.9K -212 -0.3%
EA
22
Efficient Advisors
Ohio
$5.99M -$959K -9,278 -14%
MAM
23
Marquette Asset Management
Minnesota
$5.94M +$809K +7,824 +16%
FRA
24
Frank Rimerman Advisors
California
$5.3M -$201K -1,940 -4%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$5.21M -$223K -2,161 -4%
1
2 3 4 5