IWC icon

iShares Micro-Cap ETF

190 hedge funds and large institutions have $447M invested in iShares Micro-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
42
Reduced
64
Closed
22
Calls
$460K
Puts
$111K
Net Calls
+$349K
Net Calls Change
-$4.47M
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
101
Founders Financial Securities
Maryland
$397K -$25.9K -259 -6%
SWM
102
Spire Wealth Management
Virginia
$356K
AGC
103
Aspen Grove Capital
Colorado
$348K +$50.3K +500 +17%
NCM
104
Next Capital Management
New York
$313K
FWTB
105
First Western Trust Bank
Colorado
$304K -$39.1K -391 -11%
CGA
106
Crescent Grove Advisors
Illinois
$303K -$29.7K -295 -9%
BSWA
107
Bromfield Sneider Wealth Advisors
Massachusetts
$298K +$7.01K +70 +2%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$295K -$24.7K -247 -8%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$289K +$289K +2,892 New
HNWAG
110
High Net Worth Advisory Group
Florida
$289K -$36K -360 -11%
SFG
111
Summit Financial Group
West Virginia
$275K
JPMPWA
112
J.P. Morgan Private Wealth Advisors
California
$274K -$347K -3,467 -56%
NL
113
NWAM LLC
Washington
$262K -$2.7K -27 -1%
RJA
114
Raymond James & Associates
Florida
$261K -$7.21K -72 -3%
GPA
115
Garrison Point Advisors
California
$259K
FFM
116
Forum Financial Management
Illinois
$254K
CPA
117
Cardiff Park Advisors
California
$252K
PO
118
Private Ocean
California
$248K
BHWM
119
Beaird Harris Wealth Management
Texas
$246K
BFO
120
Boston Family Office
Massachusetts
$242K -$1K -10 -0.4%
AIM
121
Acropolis Investment Management
Missouri
$239K -$13K -130 -5%
WP
122
WealthSource Partners
California
$238K -$23.4K -234 -9%
GRP
123
Global Retirement Partners
California
$235K +$225K +2,309 +2,062%
MML Investors Services
124
MML Investors Services
Massachusetts
$235K -$14.5K -145 -6%
WBCM
125
Wilson & Boucher Capital Management
California
$233K