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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 %
MAM
101
Milestone Asset Management
Pennsylvania
$626K +$199K +1,528 +47%
Legacy Financial Group (Iowa)
102
Legacy Financial Group (Iowa)
Iowa
$621K +$621K +4,765 New
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$615K +$114K +877 +23%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$579K -$41.3K -317 -7%
BAMG
105
Brand Asset Management Group
Missouri
$562K – – –
Fidelity International
106
Fidelity International
Bermuda
$551K – – –
FPAS
107
Focus Partners Advisor Solutions
Missouri
$519K -$119K -916 -19%
PGA
108
Portland Global Advisors
Maine
$504K -$12.4K -95 -2%
SC
109
Sepio Capital
Utah
$498K -$5.09K -39 -1%
NAM
110
NTV Asset Management
West Virginia
$497K -$13K -100 -3%
FFS
111
Founders Financial Securities
Maryland
$460K -$49.7K -381 -10%
TIM
112
Tortoise Investment Management
New York
$457K -$36.1K -277 -7%
WANY
113
Wealthspire Advisors (New York)
New York
$451K +$261 +2 +0.1%
AGC
114
Aspen Grove Capital
Colorado
$451K – – –
Bank of New York Mellon
115
Bank of New York Mellon
New York
$450K +$155K +1,186 +52%
SWM
116
Spire Wealth Management
Virginia
$449K -$6.26K -48 -1%
CIA
117
Compass Ion Advisors
Pennsylvania
$444K +$391 +3 +0.1%
AA
118
Ancora Advisors
Ohio
$437K – – –
IA
119
IFC Advisors
California
$433K +$433K +3,324 New
NCM
120
Next Capital Management
New York
$407K – – –
KeyBank National Association
121
KeyBank National Association
Ohio
$392K – – –
FWTB
122
First Western Trust Bank
Colorado
$384K – – –
CWA
123
Clarus Wealth Advisors
Arizona
$377K -$9.81K -79 -3%
FWP
124
Family Wealth Partners
North Carolina
$372K -$11.6K -89 -3%
SAM
125
Silvercrest Asset Management
New York
$372K – – –
3 4
5
6 7