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iShares Micro-Cap ETF
IWC

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
AWM
2
Axxcess Wealth Management
California
$5.3M
3
HCA
3
Heck Capital Advisors
Wisconsin
$4.84M
4
LI
4
LVZ Inc
Michigan
$2.19M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.68M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.47M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.74M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
101
Ancora Advisors
Ohio
$452K -$40.4K -348 -8%
MWM
102
Modera Wealth Management
New Jersey
$425K -$71.7K -618 -14%
AGC
103
Aspen Grove Capital
Colorado
$401K – – –
SWM
104
Spire Wealth Management
Virginia
$388K -$3.53K -32 -0.9%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$388K +$45.4K +391 +13%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$387K +$51.4K +443 +15%
KeyBank National Association
107
KeyBank National Association
Ohio
$370K -$327K -2,817 -47%
BSWA
108
Bromfield Sneider Wealth Advisors
Massachusetts
$367K +$21.5K +185 +6%
NCM
109
Next Capital Management
New York
$362K – – –
GLLW
110
Graves Light Lenhart Wealth
Virginia
$360K +$360K +3,100 New
FWTB
111
First Western Trust Bank
Colorado
$352K – – –
CWA
112
Clarus Wealth Advisors
Arizona
$349K +$349K +3,198 New
FWP
113
Family Wealth Partners
North Carolina
$341K +$341K +2,942 New
Cerity Partners
114
Cerity Partners
New York
$328K +$328K +2,830 New
CGA
115
Crescent Grove Advisors
Illinois
$321K -$28.7K -247 -8%
SFG
116
Summit Financial Group
West Virginia
$319K – – –
DA
117
Doliver Advisors
Texas
$319K +$319K +2,745 New
RJA
118
Raymond James & Associates
Florida
$301K -$1.86K -16 -0.6%
GPA
119
Garrison Point Advisors
California
$301K – – –
CPA
120
Cardiff Park Advisors
California
$292K – – –
PO
121
Private Ocean
California
$288K +$580 +5 +0.2%
BHWM
122
Beaird Harris Wealth Management
Texas
$283K -$2.32K -20 -0.8%
MML Investors Services
123
MML Investors Services
Massachusetts
$281K +$8.24K +71 +3%
BFO
124
Boston Family Office
Massachusetts
$280K – – –
CCFM
125
Clear Creek Financial Management
Washington
$280K +$280K +2,412 New
3 4
5
6 7