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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 %
LI
51
LVZ Inc
Michigan
$1.93M -$263K -2,018 -12%
ITIM
52
Indiana Trust & Investment Management
Indiana
$1.92M – – –
AA
53
Aire Advisors
California
$1.88M -$616K -4,728 -25%
Goldman Sachs
54
Goldman Sachs
New York
$1.81M -$4.45M -34,100 -71%
EAM
55
Evanson Asset Management
California
$1.76M +$1.43K +11 +0.1%
GRP
56
Global Retirement Partners
California
$1.75M +$1.28M +9,792 +269%
TYCC
57
Texas Yale Capital Corp
Florida
$1.71M -$20.9K -160 -1%
AIM
58
Archer Investment Management
Texas
$1.65M +$1.65M +12,661 New
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$1.56M +$199K +1,525 +15%
SA
60
SFI Advisors
New Jersey
$1.56M +$237K +1,821 +18%
GIA
61
GHP Investment Advisors
Colorado
$1.49M +$8.08K +62 +0.5%
KFG
62
Kelly Financial Group
Connecticut
$1.48M +$1.48M +11,336 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.43M +$32.8K +252 +2%
LFA
64
Level Financial Advisors
New York
$1.33M -$139K -1,066 -9%
MCM
65
M1 Capital Management
Michigan
$1.31M +$1.31M +10,060 New
MFT
66
Moisand Fitzgerald Tamayo
Florida
$1.31M -$46.3K -355 -3%
C
67
Certuity
Florida
$1.29M +$3.78K +29 +0.3%
Raymond James Financial
68
Raymond James Financial
Florida
$1.28M +$1.28M +9,853 New
EWM
69
Endowment Wealth Management
Wisconsin
$1.27M +$164K +1,259 +15%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.26M -$24.4K -187 -2%
PWA
71
Physician Wealth Advisors
Utah
$1.21M -$157K -1,205 -12%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.2M -$3.6M -27,585 -75%
BFO
73
Biltmore Family Office
North Carolina
$1.15M -$5.22K -40 -0.5%
WMG
74
WESCAP Management Group
California
$1.11M -$42.2K -324 -4%
DFA
75
Davies Financial Advisors
California
$1.1M +$469K +3,596 +74%
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