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iShares Micro-Cap ETF
IWC

Overview Fund Activity

197 hedge funds and large institutions have $494M invested in iShares Micro-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
58
Reduced
54
Closed
14
Calls
$431K
Puts
$10.9M
Net Calls
-$10.4M
Net Calls Change
-$9.91M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.88M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.18M
3
RHJA
3
Rice Hall James & Associates
California
$2.55M
4
CGA
4
Crescent Grove Advisors
Illinois
$2.53M
5
OCM
5
One Capital Management
California
$27.2M

Top Sellers

1
MAM
1
Marquette Asset Management
Minnesota
$45.3K
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$29.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$869K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$57.8M +$953K +8,835 +2%
Corient Private Wealth
2
Corient Private Wealth
Florida
$29.4M +$29.4M +272,243 New
Bank of America
3
Bank of America
North Carolina
$29.2M -$3.14M -29,084 -10%
OCM
4
One Capital Management
California
$27.2M +$1.97M +18,225 +8%
HHGA
5
Halbert Hargrove Global Advisors
California
$21.6M +$340K +3,151 +2%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$18.6M -$1.25M -11,008 -6%
AA
7
Alesco Advisors
New York
$17.8M +$1.54M +14,237 +9%
AAS
8
Avantax Advisory Services
Texas
$16.6M +$801K +7,432 +5%
EWM
9
Empirical Wealth Management
Washington
$13.8M -$708K -6,569 -5%
AFG
10
Arkansas Financial Group
Arkansas
$11.8M -$681K -6,315 -5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$11.8M +$1.87M +17,366 +19%
Morgan Stanley
12
Morgan Stanley
New York
$10.1M +$67.9K +630 +0.7%
Wells Fargo
13
Wells Fargo
California
$10.1M -$464K -4,304 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.6M +$340K +3,154 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.18M +$3.78M +35,086 +70%
CPIG
16
Chicago Partners Investment Group
Illinois
$9.07M +$608K +5,026 +7%
Creative Planning
17
Creative Planning
Kansas
$8.41M +$251K +2,328 +3%
HighTower Advisors
18
HighTower Advisors
Illinois
$8.27M +$15.1K +140 +0.2%
AA
19
Aire Advisors
California
$8.24M +$738K +6,834 +10%
UBS Group
20
UBS Group
Switzerland
$7.57M -$169K -1,567 -2%
Goldman Sachs
21
Goldman Sachs
New York
$6.88M +$5.39M +50,000 +362%
SI
22
Stephens Inc
Arkansas
$6.78M -$1.85M -17,125 -21%
SC
23
Schoolcraft Capital
Colorado
$6.69M +$68.1K +632 +1%
EA
24
Efficient Advisors
Ohio
$6.24M -$5.61K -52 -0.1%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$5.27M -$158K -1,463 -3%
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