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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
+$4.24M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$4.12M
3
ST
Sentinel Trust
Texas
+$3.93M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.01M

Top Sellers

1
S2L
Sparta 24 Ltd
Israel
-$16.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$11.3M
3
Morgan Stanley
Morgan Stanley
New York
-$8.71M
4
AAS
Avantax Advisory Services
Texas
-$5.88M
5
AWM
Axxcess Wealth Management
California
-$5.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
76
Ellis Investment Partners
Pennsylvania
$822K -$4.12K -34 -0.5%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$790K +$151K +1,250 +24%
EWM
78
Endowment Wealth Management
Wisconsin
$765K +$95.9K +791 +14%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$761K -$91.3K -753 -11%
TC
80
TAP Consulting
Missouri
$660K +$1.45K +12 +0.2%
JGIA
81
Jackson Grant Investment Advisers
Connecticut
$658K +$43.9K +362 +7%
CIA
82
Capital Investment Advisors
Georgia
$644K – – –
Lido Advisors
83
Lido Advisors
California
$617K +$121 +1 +0%
VCP
84
Vista Capital Partners
Oregon
$611K – – –
BAMG
85
Brand Asset Management Group
Missouri
$600K -$4.61K -38 -0.8%
Citadel Advisors
86
Citadel Advisors
Florida
$598K +$598K +4,933 New
Legacy Financial Group (Iowa)
87
Legacy Financial Group (Iowa)
Iowa
$562K +$562K +4,636 New
FFS
88
Founders Financial Securities
Maryland
$526K +$37.1K +306 +8%
KAS
89
Kestra Advisory Services
Texas
$518K -$21.6K -178 -4%
CIA
90
Compass Ion Advisors
Pennsylvania
$497K +$12.4K +102 +3%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$495K +$121 +1 +0%
BSWA
92
Bromfield Sneider Wealth Advisors
Massachusetts
$492K +$109K +900 +28%
SAM
93
Silvercrest Asset Management
New York
$491K – – –
PBK
94
Peoples Bank (Kansas)
Kansas
$491K -$132K -1,090 -21%
NAM
95
NTV Asset Management
West Virginia
$486K – – –
TIM
96
Tortoise Investment Management
New York
$483K -$14.5K -120 -3%
SC
97
Sepio Capital
Utah
$482K +$970 +8 +0.2%
BSW
98
Buckingham Strategic Wealth
Missouri
$479K – – –
PGA
99
Portland Global Advisors
Maine
$479K -$6.06K -50 -1%
Two Sigma Advisers
100
Two Sigma Advisers
New York
$473K -$133K -1,100 -22%
2 3
4
5 6