IWC icon

iShares Micro-Cap ETF
IWC

Overview Fund Activity

188 hedge funds and large institutions have $465M invested in iShares Micro-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
70
Closed
20
Calls
$418K
Puts
$295K
Net Calls
+$123K
Net Calls Change
+$10.6M

Top Buyers

1
S2L
Sparta 24 Ltd
Israel
$3.5M
2
OCM
One Capital Management
California
$28.1M
3
Citadel Advisors
Citadel Advisors
Florida
$1.74M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
5
BWP
Balboa Wealth Partners
Arizona
$830K

Top Sellers

1
AA
Aire Advisors
California
$3.54M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.64M
3
RHJA
Rice Hall James & Associates
California
$0
4
CGA
Crescent Grove Advisors
Illinois
$346K
5
Bank of America
Bank of America
North Carolina
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.7M +$736K +7,045 +1%
Corient Private Wealth
2
Corient Private Wealth
Florida
$28.5M +$21.2K +203 +0.1%
OCM
3
One Capital Management
California
$28.1M +$1.82M +17,402 +7%
Bank of America
4
Bank of America
North Carolina
$26.5M -$1.82M -17,390 -6%
HHGA
5
Halbert Hargrove Global Advisors
California
$20.8M -$170K -1,623 -0.8%
AA
6
Alesco Advisors
New York
$17.7M +$365K +3,496 +2%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$16.6M -$573K -5,485 -3%
AAS
8
Avantax Advisory Services
Texas
$16.1M -$71K -679 -0.4%
EWM
9
Empirical Wealth Management
Washington
$12.6M -$789K -7,546 -6%
AFG
10
Arkansas Financial Group
Arkansas
$11.6M +$126K +1,207 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.2M +$886K +8,476 +10%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$9.92M -$1.47M -14,085 -13%
Morgan Stanley
13
Morgan Stanley
New York
$9.83M +$2.82K +27 +0%
Wells Fargo
14
Wells Fargo
California
$9.7M -$67K -641 -0.7%
HighTower Advisors
15
HighTower Advisors
Illinois
$8.07M +$51.9K +497 +0.6%
Creative Planning
16
Creative Planning
Kansas
$7.99M -$155K -1,485 -2%
CPIG
17
Chicago Partners Investment Group
Illinois
$7.27M -$512K -4,938 -7%
UBS Group
18
UBS Group
Switzerland
$7M -$341K -3,264 -5%
Goldman Sachs
19
Goldman Sachs
New York
$6.67M – – –
SC
20
Schoolcraft Capital
Colorado
$6.5M +$9.51K +91 +0.1%
SI
21
Stephens Inc
Arkansas
$6.15M -$421K -4,028 -6%
EA
22
Efficient Advisors
Ohio
$5.69M -$361K -3,458 -6%
FRA
23
Frank Rimerman Advisors
California
$5.25M +$180K +1,727 +4%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$5.08M -$32.3K -309 -0.6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.64M -$4.25M -40,713 -48%
1
2 3 4 5