IWC icon

iShares Micro-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WA
126
WP Advisors
California
$279K +$279K +2,407 New
WP
127
WealthSource Partners
California
$277K +$464 +4 +0.2%
CAN
128
Cetera Advisor Networks
California
$276K +$276K +2,377 New
WBCM
129
Wilson & Boucher Capital Management
California
$270K
MA
130
Mutual Advisors
Nebraska
$266K +$23.8K +205 +10%
NL
131
NWAM LLC
Washington
$265K -$38.6K -333 -13%
GRP
132
Global Retirement Partners
California
$258K -$7.58K -69 -3%
TWP
133
Tempus Wealth Planning
California
$253K +$253K +2,182 New
JPLA
134
Joseph P. Lucia & Associates
New York
$248K
TFG
135
Tilson Financial Group
New Jersey
$245K
AIM
136
Acropolis Investment Management
Missouri
$241K -$36.1K -311 -13%
DFS
137
Dixon Fnancial Services
California
$241K
BI
138
Berkeley Inc
Idaho
$239K -$15.7K -135 -6%
TIAA Trust, National Association
139
TIAA Trust, National Association
North Carolina
$238K
WB
140
WesBanco Bank
West Virginia
$236K
KWM
141
Keebeck Wealth Management
Illinois
$234K
BDWCC
142
B&D White Capital Company
Texas
$233K
JC
143
Jentner Corp
Ohio
$233K -$760K -6,550 -77%
NFC
144
Northeast Financial Consultants
Connecticut
$232K
GWM
145
Gray Wealth Management
Maine
$225K +$225K +1,936 New
LMKC
146
L.M. Kohn & Company
Ohio
$220K +$220K +1,900 New
WIA
147
World Investment Advisors
California
$220K +$220K +1,900 New
IWM
148
IHT Wealth Management
Illinois
$206K +$206K +1,777 New
EGA
149
Eagle Global Advisors
Texas
$203K +$203K +1,750 New
FHA
150
First Horizon Advisors
Tennessee
$178K -$20.1K -173 -10%