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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
3.01%
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 %
Prudential Financial
126
Prudential Financial
New Jersey
$273K +$273K +2,256 New
GRP
127
Global Retirement Partners
California
$273K -$12.4K -102 -4%
Cerity Partners
128
Cerity Partners
New York
$271K -$71.6K -591 -21%
NL
129
NWAM LLC
Washington
$269K – – –
CFP
130
Cascade Financial Partners
California
$269K +$269K +2,348 New
JPLA
131
Joseph P. Lucia & Associates
New York
$259K – – –
TFG
132
Tilson Financial Group
New Jersey
$256K – – –
AIM
133
Acropolis Investment Management
Missouri
$252K – – –
WA
134
WP Advisors
California
$250K -$42.1K -347 -14%
SFG
135
Summit Financial Group
West Virginia
$248K -$84.8K -700 -25%
KWM
136
Keebeck Wealth Management
Illinois
$245K – – –
BDWCC
137
B&D White Capital Company
Texas
$244K – – –
DFS
138
Dixon Fnancial Services
California
$242K -$8.97K -74 -4%
NFC
139
Northeast Financial Consultants
Connecticut
$242K – – –
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$241K +$241K +1,990 New
BI
141
Berkeley Inc
Idaho
$234K -$15.2K -125 -6%
WIA
142
World Investment Advisors
California
$230K -$12.8K -100 -5%
LMKC
143
L.M. Kohn & Company
Ohio
$230K – – –
WHCFA
144
William Howard & Co Financial Advisors
Tennessee
$230K +$230K +1,897 New
TIAA Trust, National Association
145
TIAA Trust, National Association
North Carolina
$227K -$21.2K -175 -9%
GWM
146
Gray Wealth Management
Maine
$222K -$12.7K -105 -5%
PS
147
Principal Securities
Iowa
$220K +$220K +1,814 New
EGA
148
Eagle Global Advisors
Texas
$212K – – –
WB
149
WesBanco Bank
West Virginia
$210K -$36.4K -300 -15%
WBCM
150
Wilson & Boucher Capital Management
California
$209K -$72.7K -600 -26%
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