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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 %
ASN
101
Advisory Services Network
Georgia
$450K +$441K +3,637 +4,849%
MWM
102
Modera Wealth Management
New Jersey
$444K – – –
SWM
103
Spire Wealth Management
Virginia
$426K -$1.09K -9 -0.3%
AGC
104
Aspen Grove Capital
Colorado
$419K -$121 -1 -0%
NA
105
NewEdge Advisors
Louisiana
$410K +$410K +3,380 New
AA
106
Ancora Advisors
Ohio
$406K -$65.4K -540 -14%
CAN
107
Cetera Advisor Networks
California
$405K +$117K +963 +41%
KeyBank National Association
108
KeyBank National Association
Ohio
$386K – – –
NCM
109
Next Capital Management
New York
$378K – – –
GLLW
110
Graves Light Lenhart Wealth
Virginia
$376K – – –
CWA
111
Clarus Wealth Advisors
Arizona
$369K – – –
FWTB
112
First Western Trust Bank
Colorado
$368K – – –
CCFM
113
Clear Creek Financial Management
Washington
$363K +$70.8K +584 +24%
FWP
114
Family Wealth Partners
North Carolina
$357K +$121 +1 +0%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$357K -$48.2K -398 -12%
OCFG
116
O'Connor Financial Group
Illinois
$345K -$576K -4,755 -63%
CGA
117
Crescent Grove Advisors
Illinois
$336K – – –
GPA
118
Garrison Point Advisors
California
$314K – – –
CPA
119
Cardiff Park Advisors
California
$305K – – –
PO
120
Private Ocean
California
$301K +$242 +2 +0.1%
BHWM
121
Beaird Harris Wealth Management
Texas
$296K – – –
DA
122
Doliver Advisors
Texas
$295K -$37.7K -311 -11%
BFO
123
Boston Family Office
Massachusetts
$292K – – –
FPAS
124
Focus Partners Advisor Solutions
Missouri
$274K -$322K -2,656 -54%
MA
125
Mutual Advisors
Nebraska
$274K -$4K -33 -1%
3 4
5
6 7