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iShares Micro-Cap ETF
IWC

Overview Fund Activity

190 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
42
Reduced
64
Closed
22
Calls
$460K
Puts
$111K
Net Calls
+$349K
Net Calls Change
-$4.47M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.21M
2
CA
2
Cumberland Advisors
Florida
$4.34M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$58.4M
4
MMRF
4
Michelson Medical Research Foundation
California
$3.54M
5
S2L
5
Sparta 24 Ltd
Israel
$13.9M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Barclays
2
Barclays
United Kingdom
$905K
3
Bank of America
3
Bank of America
North Carolina
$19.6M
4
LI
4
LVZ Inc
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$58.4M +$3.73M +37,297 +7%
OCM
2
One Capital Management
California
$32.3M +$2.47M +24,672 +8%
Corient Private Wealth
3
Corient Private Wealth
Florida
$23.4M -$460K -4,592 -2%
Bank of America
4
Bank of America
North Carolina
$19.6M -$2.8M -27,959 -12%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$17.7M -$1.12M -10,628 -6%
AA
6
Alesco Advisors
New York
$17.3M -$393K -3,927 -2%
AAS
7
Avantax Advisory Services
Texas
$15.2M -$18.8K -188 -0.1%
S2L
8
Sparta 24 Ltd
Israel
$13.9M +$2.77M +27,701 +25%
EWM
9
Empirical Wealth Management
Washington
$11.4M -$369K -3,684 -3%
HHGA
10
Halbert Hargrove Global Advisors
California
$11.1M -$144K -1,442 -1%
AFG
11
Arkansas Financial Group
Arkansas
$11M -$266K -2,657 -2%
HighTower Advisors
12
HighTower Advisors
Illinois
$10.5M +$2.65M +26,397 +34%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.03M +$412K +4,118 +5%
Morgan Stanley
14
Morgan Stanley
New York
$8.75M -$1.75M -17,463 -17%
Wells Fargo
15
Wells Fargo
California
$7.99M -$72.7K -726 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.78M +$2.2M +21,951 +39%
Creative Planning
17
Creative Planning
Kansas
$7.37M -$350K -3,497 -5%
CPIG
18
Chicago Partners Investment Group
Illinois
$6.94M +$961K +10,457 +16%
Goldman Sachs
19
Goldman Sachs
New York
$6.71M +$323K +3,226 +5%
UBS Group
20
UBS Group
Switzerland
$6.62M +$115K +1,147 +2%
SC
21
Schoolcraft Capital
Colorado
$6.17M +$6.11K +61 +0.1%
Charles Schwab
22
Charles Schwab
California
$5.21M +$5.21M +52,060 New
EA
23
Efficient Advisors
Ohio
$4.98M -$293K -2,932 -6%
FRA
24
Frank Rimerman Advisors
California
$4.85M -$186K -1,856 -4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$4.54M -$75.6K -755 -2%
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