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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 %
Capstone Investment Advisors
76
Capstone Investment Advisors
New York
$1.1M +$52.2K +400 +5%
MWM
77
Modera Wealth Management
New Jersey
$1.09M +$72.4K +555 +7%
IFWM
78
Institute for Wealth Management
Colorado
$1.06M +$2.35K +18 +0.2%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$1.02M +$289K +2,220 +39%
RHJA
80
Rice Hall James & Associates
California
$997K +$997K +7,645 New
Mariner
81
Mariner
Kansas
$984K -$23.6K -181 -2%
UFAC
82
Urban Financial Advisory Corp
Illinois
$978K +$2.87K +22 +0.3%
SIS
83
Sound Income Strategies
Florida
$940K +$75.1K +576 +9%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$842K – – –
EIP
85
Ellis Investment Partners
Pennsylvania
$833K -$45.1K -346 -5%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$776K -$67.3K -516 -8%
NA
87
NewEdge Advisors
Louisiana
$755K +$747K +5,733 +9,555%
AWS
88
Atria Wealth Solutions
New York
$746K -$97.1K -745 -12%
AF
89
Allworth Financial
California
$718K +$532K +4,034 +284%
TC
90
TAP Consulting
Missouri
$716K +$2.09K +16 +0.3%
PBK
91
Peoples Bank (Kansas)
Kansas
$715K +$46.9K +360 +7%
JGIA
92
Jackson Grant Investment Advisers
Connecticut
$715K +$1.43K +11 +0.2%
SW
93
Simplicity Wealth
New Jersey
$714K +$714K +5,477 New
AQR Capital Management
94
AQR Capital Management
Connecticut
$708K +$136K +1,047 +24%
CCFM
95
Clear Creek Financial Management
Washington
$688K +$93.4K +716 +16%
SWA
96
Stratos Wealth Advisors
Ohio
$668K +$668K +5,126 New
CIA
97
Capital Investment Advisors
Georgia
$665K -$522 -4 -0.1%
Lido Advisors
98
Lido Advisors
California
$664K -$58.4K -448 -8%
VCP
99
Vista Capital Partners
Oregon
$651K -$5.87K -45 -0.9%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$630K +$235K +1,803 +60%
2 3
4
5 6