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iShares Micro-Cap ETF
IWC

Overview Fund Activity

193 hedge funds and large institutions have $487M invested in iShares Micro-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
56
Reduced
57
Closed
14
Calls
$5.04M
Puts
$219K
Net Calls
+$4.82M
Net Calls Change
+$4.7M

Top Buyers

1
S2L
1
Sparta 24 Ltd
Israel
$12.1M
2
Barclays
2
Barclays
United Kingdom
$6.64M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.04M
4
OCM
4
One Capital Management
California
$32.6M
5
LI
5
LVZ Inc
Michigan
$2.48M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$12.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$26.1M
3
Bank of America
3
Bank of America
North Carolina
$24.5M
4
AA
4
Ancora Advisors
Ohio
$515K
5
OCFG
5
O'Connor Financial Group
Illinois
$883K
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$59.6M +$307K +2,807 +0.5%
OCM
2
One Capital Management
California
$32.6M +$3.14M +28,768 +11%
Corient Private Wealth
3
Corient Private Wealth
Florida
$26.1M -$3.68M -33,657 -12%
Bank of America
4
Bank of America
North Carolina
$24.5M -$3.23M -29,576 -12%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$20M +$2.2M +19,632 +12%
AA
6
Alesco Advisors
New York
$19.3M +$839K +7,675 +5%
AAS
7
Avantax Advisory Services
Texas
$16.6M -$201K -1,836 -1%
EWM
8
Empirical Wealth Management
Washington
$12.8M -$344K -3,147 -3%
AFG
9
Arkansas Financial Group
Arkansas
$12.3M +$134K +1,229 +1%
HHGA
10
Halbert Hargrove Global Advisors
California
$12.2M -$9.47M -86,638 -44%
S2L
11
Sparta 24 Ltd
Israel
$12.1M +$8.45M +77,284 +231%
Morgan Stanley
12
Morgan Stanley
New York
$11.5M +$1.19M +10,870 +12%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$10.4M +$13.8K +126 +0.1%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.41M -$1.25M -11,475 -12%
Wells Fargo
15
Wells Fargo
California
$8.8M -$1.34M -12,292 -13%
HighTower Advisors
16
HighTower Advisors
Illinois
$8.59M +$144K +1,313 +2%
Creative Planning
17
Creative Planning
Kansas
$8.43M +$72.7K +665 +0.9%
CPIG
18
Chicago Partners Investment Group
Illinois
$7.36M -$564K -4,987 -7%
UBS Group
19
UBS Group
Switzerland
$7.1M -$216K -1,979 -3%
Goldman Sachs
20
Goldman Sachs
New York
$6.97M – – –
SC
21
Schoolcraft Capital
Colorado
$6.73M -$65.8K -602 -1%
Barclays
22
Barclays
United Kingdom
$6.64M +$6.64M +60,749 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.1M +$1.25M +11,392 +26%
EA
24
Efficient Advisors
Ohio
$5.76M -$193K -1,768 -3%
FRA
25
Frank Rimerman Advisors
California
$5.5M +$2.08K +19 +0%
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