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iShares Micro-Cap ETF
IWC

Overview Fund Activity

208 hedge funds and large institutions have $514M invested in iShares Micro-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
32
Increased
48
Reduced
68
Closed
13
Calls
$1.81M
Puts
$749K
Net Calls
+$1.06M
Net Calls Change
+$710K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
AWM
2
Axxcess Wealth Management
California
$5.3M
3
HCA
3
Heck Capital Advisors
Wisconsin
$4.84M
4
LI
4
LVZ Inc
Michigan
$2.19M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.68M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.47M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.74M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.1M +$36.6K +315 +0.7%
SMC
27
Smith, Moore & Co
Missouri
$4.9M +$91.3K +789 +2%
HCA
28
Heck Capital Advisors
Wisconsin
$4.84M +$4.84M +41,730 New
DBIA
29
Dumont & Blake Investment Advisors
New Jersey
$4.78M +$5.11K +44 +0.1%
CA
30
Cumberland Advisors
Florida
$4.66M -$372K -3,204 -7%
WP
31
WealthShield Partners
North Carolina
$4.24M +$147K +1,266 +4%
MMRF
32
Michelson Medical Research Foundation
California
$4.11M – – –
CTA
33
Camelot Technology Advisors
California
$4.1M +$4.1M +35,309 New
PAS
34
Park Avenue Securities
New York
$3.95M +$53.4K +460 +1%
JIC
35
Johnson Investment Counsel
Ohio
$3.52M -$44.1K -380 -1%
NFW
36
Noble Family Wealth
Florida
$3.31M -$39.2K -338 -1%
LPL Financial
37
LPL Financial
California
$3.29M -$157K -1,349 -5%
SI
38
Stephens Inc
Arkansas
$3.1M -$346K -2,986 -10%
AA
39
Aire Advisors
California
$2.79M -$26.8K -231 -1%
Two Sigma Investments
40
Two Sigma Investments
New York
$2.68M +$1.67M +14,400 +166%
RIA
41
Regal Investment Advisors
Michigan
$2.56M +$65K +560 +3%
CA
42
Cetera Advisors
Colorado
$2.48M +$348 +3 +0%
CCM
43
Connective Capital Management
California
$2.33M – – –
LI
44
LVZ Inc
Michigan
$2.19M +$2.19M +18,849 New
RIM
45
Rockbridge Investment Management
New York
$2.08M +$13.3K +115 +0.6%
TFF
46
The Family Firm
Maryland
$2M +$98.7K +851 +5%
KCM
47
Kendall Capital Management
Maryland
$1.98M -$516K -4,443 -21%
DAS
48
Dynamic Advisor Solutions
Arizona
$1.88M -$96.9K -867 -5%
Stifel Financial
49
Stifel Financial
Missouri
$1.73M +$60.8K +524 +4%
ITIM
50
Indiana Trust & Investment Management
Indiana
$1.71M – – –
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