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iShares Micro-Cap ETF
IWC

Overview Fund Activity

236 hedge funds and large institutions have $513M invested in iShares Micro-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
66
Reduced
64
Closed
17
Calls
$1.62M
Puts
$222K
Net Calls
+$1.4M
Net Calls Change
-$159K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$13.3M
2
Wells Fargo
Wells Fargo
California
$15M
3
HCA
Heck Capital Advisors
Wisconsin
$3.53M
4
PAG
Private Advisory Group
Washington
$5.71M
5
Two Sigma Investments
Two Sigma Investments
New York
$2.74M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$63.1M
2
Goldman Sachs
Goldman Sachs
New York
$1.81M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.92M
5
Citadel Advisors
Citadel Advisors
Florida
$110K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$5.35M +$180K +1,378 +3%
MMRF
27
Michelson Medical Research Foundation
California
$4.61M – – –
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$4.61M +$579K +4,443 +14%
MOACM
29
Mutual of America Capital Management
New York
$4.57M -$4.04K -31 -0.1%
FF
30
Finley Financial
Nevada
$4.41M +$4.41M +34,155 New
JIC
31
Johnson Investment Counsel
Ohio
$3.92M -$33.1K -254 -0.8%
EA
32
Efficient Advisors
Ohio
$3.84M -$603K -4,623 -14%
WP
33
WealthShield Partners
North Carolina
$3.81M -$96.2K -738 -2%
HCA
34
Heck Capital Advisors
Wisconsin
$3.53M +$3.53M +27,111 New
Stifel Financial
35
Stifel Financial
Missouri
$3.37M +$583K +4,472 +21%
CTA
36
Camelot Technology Advisors
California
$3.11M -$303K -2,327 -9%
RIA
37
Regal Investment Advisors
Michigan
$3.06M +$68.3K +524 +2%
BAM
38
Belpointe Asset Management
Nevada
$2.91M +$76.8K +619 +3%
KCM
39
Kendall Capital Management
Maryland
$2.88M -$33K -253 -1%
Two Sigma Investments
40
Two Sigma Investments
New York
$2.74M +$2.19M +16,800 +400%
KAS
41
Kestra Advisory Services
Texas
$2.6M +$815K +6,249 +46%
SI
42
Stephens Inc
Arkansas
$2.56M -$393K -3,017 -13%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.5M +$15.1K +116 +0.6%
NFW
44
Noble Family Wealth
Florida
$2.47M -$219K -1,672 -8%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.36M +$292K +2,236 +14%
TFF
46
The Family Firm
Maryland
$2.35M -$13.3K -382 -0.6%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.33M +$1.26M +9,626 +117%
CCMG
48
Clark Capital Management Group
Pennsylvania
$2.18M -$1.06M -8,167 -33%
OCM
49
One Capital Management
California
$2.09M -$791K -6,069 -27%
RIM
50
Rockbridge Investment Management
New York
$1.97M -$227K -1,743 -10%
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