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iShares Micro-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
76
Biltmore Family Office
North Carolina
$816K +$209K +1,804 +34%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$816K -$5.22K -45 -0.6%
EIP
78
Ellis Investment Partners
Pennsylvania
$791K -$812 -7 -0.1%
ST
79
Sentinel Trust
Texas
$784K -$1.53M -13,197 -66%
EWM
80
Endowment Wealth Management
Wisconsin
$640K +$10.6K +91 +2%
TC
81
TAP Consulting
Missouri
$630K -$49.5K -427 -7%
CIA
82
Capital Investment Advisors
Georgia
$616K -$1.16K -10 -0.2%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$612K
PBK
84
Peoples Bank (Kansas)
Kansas
$596K +$132K +1,140 +29%
Lido Advisors
85
Lido Advisors
California
$590K +$464 +4 +0.1%
JGIA
86
Jackson Grant Investment Advisers
Connecticut
$588K +$49.4K +426 +9%
VCP
87
Vista Capital Partners
Oregon
$585K
Two Sigma Advisers
88
Two Sigma Advisers
New York
$580K +$92.8K +800 +19%
BAMG
89
Brand Asset Management Group
Missouri
$579K
FPAS
90
Focus Partners Advisor Solutions
Missouri
$571K +$571K +4,919 New
KAS
91
Kestra Advisory Services
Texas
$517K -$101K -874 -16%
TIM
92
Tortoise Investment Management
New York
$476K
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$474K -$10.4K -90 -2%
SAM
94
Silvercrest Asset Management
New York
$471K
FFS
95
Founders Financial Securities
Maryland
$468K +$7.77K +67 +2%
NAM
96
NTV Asset Management
West Virginia
$465K -$11.6K -100 -2%
PGA
97
Portland Global Advisors
Maine
$464K
CIA
98
Compass Ion Advisors
Pennsylvania
$464K -$55.8K -481 -11%
SC
99
Sepio Capital
Utah
$460K -$95.3K -821 -17%
BSW
100
Buckingham Strategic Wealth
Missouri
$458K -$4.64K -40 -1%