iShares Micro-Cap ETF
195 hedge funds and large institutions have $488M invested in iShares Micro-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 14 closing their positions.
2,201% more call options, than puts
Call options by funds: $5.04M | Put options by funds: $219K
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
3% more funds holding
Funds holding: 190 → 195 (+5)
2.14% more ownership
Funds ownership: 51.91% → 54.05% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 57
1% less capital inflows, than outflows
Capital inflows: $39.7M | Capital outflows: $40.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S2L
Sparta 24 Ltd
Tirat Hacarmel,
Israel
|
+$8.12M |
| 2 |
Barclays
London,
United Kingdom
|
+$6.38M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.84M |
| 4 |
One Capital Management
Westlake Village,
California
|
+$3.02M |
| 5 |
LVZ Inc
Holland,
Michigan
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$9.1M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$3.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.11M |
| 4 |
Ancora Advisors
Cleveland,
Ohio
|
-$2.88M |
| 5 |
O'Connor Financial Group
Quincy,
Illinois
|
-$2.74M |
IWC Hedge Fund Activity: Q2 2023 in Review
195 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q2 2023, worth a combined $488M — up 4.6% from $467M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IWC positions and 14 closed out — a net gain of 5 holders — while 57 added to existing stakes and 57 trimmed.
The largest buyer was Sparta 24 Ltd, adding an estimated $8.12M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $9.1M.
- 195 institutional investors held iShares Micro-Cap ETF (IWC) as of Q2 2023, up from 190 in Q1 2023.
- Funds reported $488M of iShares Micro-Cap ETF stock for Q2 2023, up 4.6% quarter-over-quarter.
- 19 funds opened new iShares Micro-Cap ETF positions in Q2 2023 and 14 closed out, a net change of +5 holders.
- The largest iShares Micro-Cap ETF buyer in Q2 2023 was Sparta 24 Ltd, an estimated $8.12M added.
- The largest iShares Micro-Cap ETF seller in Q2 2023 was Halbert Hargrove Global Advisors, an estimated $9.1M sold.
Based on aggregated 13F filings for Q2 2023.