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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 %
RHJA
51
Rice Hall James & Associates
California
$1.62M +$1.62M +13,980 New
EAM
52
Evanson Asset Management
California
$1.56M +$3.13K +27 +0.2%
WMG
53
WESCAP Management Group
California
$1.5M -$163K -1,405 -10%
TYCC
54
Texas Yale Capital Corp
Florida
$1.49M -$406K -3,500 -21%
Goldman Sachs
55
Goldman Sachs
New York
$1.47M -$6.3M -54,313 -81%
LFA
56
Level Financial Advisors
New York
$1.45M -$25.9K -223 -2%
PWA
57
Physician Wealth Advisors
Utah
$1.42M +$9.69K +86 +0.7%
GIA
58
GHP Investment Advisors
Colorado
$1.42M -$3.83K -33 -0.3%
KWM
59
Kingsview Wealth Management
Oregon
$1.36M +$1.12M +9,645 +471%
PAG
60
Private Advisory Group
Washington
$1.28M +$350K +3,016 +38%
MFT
61
Moisand Fitzgerald Tamayo
Florida
$1.21M – – –
C
62
Certuity
Florida
$1.14M +$8.59K +74 +0.8%
KWM
63
Koa Wealth Management
California
$1.12M +$1.12M +9,669 New
Bank of New York Mellon
64
Bank of New York Mellon
New York
$1.08M -$22.7K -196 -2%
CI Investments Inc
65
CI Investments Inc
Ontario, Canada
$1.07M – – –
Fidelity International
66
Fidelity International
Bermuda
$1.07M – – –
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$1.06M +$30.6K +264 +3%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$1.03M +$115K +988 +12%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$1.01M -$3.6K -31 -0.4%
Capstone Investment Advisors
70
Capstone Investment Advisors
New York
$928K +$928K +8,001 New
IFWM
71
Institute for Wealth Management
Colorado
$904K +$339K +2,921 +60%
CAL
72
Capital Analysts LLC
Pennsylvania
$882K -$141K -1,218 -14%
OCFG
73
O'Connor Financial Group
Illinois
$882K +$33.5K +289 +4%
UFAC
74
Urban Financial Advisory Corp
Illinois
$846K +$846K +7,293 New
Mariner
75
Mariner
Kansas
$844K -$349K -3,011 -29%
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3
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