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iShares Micro-Cap ETF
IWC

Overview Fund Activity

208 hedge funds and large institutions have $500M invested in iShares Micro-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
–
Holders Change %
0%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
44
Reduced
74
Closed
19
Calls
$509K
Puts
$400K
Net Calls
+$109K
Net Calls Change
-$950K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$5.78M
2
CCMG
Clark Capital Management Group
Pennsylvania
$4.12M
3
ST
Sentinel Trust
Texas
$4.75M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.71M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.01M

Top Sellers

1
S2L
Sparta 24 Ltd
Israel
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$1.54M
3
Morgan Stanley
Morgan Stanley
New York
$10.4M
4
AAS
Avantax Advisory Services
Texas
$12M
5
AWM
Axxcess Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
26
Heck Capital Advisors
Wisconsin
$5.01M -$45K -371 -0.9%
DBIA
27
Dumont & Blake Investment Advisors
New Jersey
$4.96M -$27.4K -226 -0.5%
ST
28
Sentinel Trust
Texas
$4.75M +$3.93M +32,400 +479%
PAS
29
Park Avenue Securities
New York
$4.41M +$288K +2,375 +7%
MMRF
30
Michelson Medical Research Foundation
California
$4.29M – – –
CTA
31
Camelot Technology Advisors
California
$4.24M -$43.6K -360 -1%
CCMG
32
Clark Capital Management Group
Pennsylvania
$4.12M +$4.12M +33,993 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$3.71M +$3.31M +27,300 +819%
WP
34
WealthShield Partners
North Carolina
$3.69M -$740K -6,108 -17%
JIC
35
Johnson Investment Counsel
Ohio
$3.64M -$35.1K -290 -1%
LPL Financial
36
LPL Financial
California
$3.38M -$52.8K -436 -2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$3.01M +$3.01M +24,852 New
CA
38
Cetera Advisors
Colorado
$2.95M +$353K +2,914 +14%
AA
39
Aire Advisors
California
$2.87M -$40.8K -337 -1%
NFW
40
Noble Family Wealth
Florida
$2.83M -$630K -5,196 -18%
SI
41
Stephens Inc
Arkansas
$2.81M -$429K -3,538 -13%
RIA
42
Regal Investment Advisors
Michigan
$2.71M +$34.9K +288 +1%
KCM
43
Kendall Capital Management
Maryland
$2.5M +$439K +3,622 +21%
CCM
44
Connective Capital Management
California
$2.43M – – –
Two Sigma Investments
45
Two Sigma Investments
New York
$2.28M -$521K -4,300 -19%
RIM
46
Rockbridge Investment Management
New York
$2.12M -$47.9K -395 -2%
TFF
47
The Family Firm
Maryland
$2.05M -$36.2K -299 -2%
DAS
48
Dynamic Advisor Solutions
Arizona
$1.96M -$83.5K -689 -4%
NIP
49
Nicholas Investment Partners
California
$1.85M +$1.85M +15,251 New
ITIM
50
Indiana Trust & Investment Management
Indiana
$1.79M – – –
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