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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 %
Stifel Financial
51
Stifel Financial
Missouri
$1.77M -$38.8K -320 -2%
PAG
52
Private Advisory Group
Washington
$1.76M +$422K +3,485 +32%
EAM
53
Evanson Asset Management
California
$1.64M +$970 +8 +0.1%
TYCC
54
Texas Yale Capital Corp
Florida
$1.61M +$54.5K +450 +4%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.54M -$11.3M -93,402 -88%
WMG
56
WESCAP Management Group
California
$1.54M -$27.3K -225 -2%
LFA
57
Level Financial Advisors
New York
$1.46M -$47.1K -389 -3%
GIA
58
GHP Investment Advisors
Colorado
$1.4M -$75.4K -622 -5%
PWA
59
Physician Wealth Advisors
Utah
$1.34M -$65K -585 -5%
MFT
60
Moisand Fitzgerald Tamayo
Florida
$1.26M -$2.55K -21 -0.2%
C
61
Certuity
Florida
$1.19M +$1.09K +9 +0.1%
KWM
62
Koa Wealth Management
California
$1.17M -$2.06K -17 -0.2%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$1.13M +$53.9K +445 +5%
CI Investments Inc
64
CI Investments Inc
Ontario, Canada
$1.12M – – –
Fidelity International
65
Fidelity International
Bermuda
$1.12M – – –
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.1M -$26.8K -221 -2%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$1.08M -$28.8K -238 -3%
BFO
68
Biltmore Family Office
North Carolina
$1.08M +$227K +1,872 +27%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$986K -$65.9K -544 -6%
CAL
70
Capital Analysts LLC
Pennsylvania
$970K +$48.9K +403 +5%
Capstone Investment Advisors
71
Capstone Investment Advisors
New York
$970K – – –
UFAC
72
Urban Financial Advisory Corp
Illinois
$909K +$25.3K +209 +3%
Mariner
73
Mariner
Kansas
$892K +$10.1K +83 +1%
IFWM
74
Institute for Wealth Management
Colorado
$855K -$89.2K -736 -9%
FTUS
75
Flow Traders U.S.
New York
$849K +$849K +7,006 New
1 2
3
4 5