IWC icon

iShares Micro-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OCFG
126
O'Connor Financial Group
Illinois
$363K +$652 +5 +0.2%
CPA
127
Cardiff Park Advisors
California
$362K -$39.1K -300 -10%
DWS
128
Discipline Wealth Solutions
South Carolina
$348K -$22.7K -174 -6%
TIAA Trust, National Association
129
TIAA Trust, National Association
North Carolina
$342K
BBHC
130
Brown Brothers Harriman & Co
New York
$341K
GPA
131
Garrison Point Advisors
California
$338K
MML Investors Services
132
MML Investors Services
Massachusetts
$331K +$331K +2,540 New
BHWM
133
Beaird Harris Wealth Management
Texas
$318K
CFP
134
Cascade Financial Partners
California
$306K
BFO
135
Boston Family Office
Massachusetts
$304K -$10.4K -80 -3%
NL
136
NWAM LLC
Washington
$298K
DA
137
Doliver Advisors
Texas
$294K -$3.26K -25 -1%
MA
138
Mutual Advisors
Nebraska
$287K +$129 +1 +0%
JPLA
139
Joseph P. Lucia & Associates
New York
$279K
WBCM
140
Wilson & Boucher Capital Management
California
$278K
CGA
141
Crescent Grove Advisors
Illinois
$272K
IWC
142
Integrated Wealth Concepts
Massachusetts
$272K +$272K +2,090 New
DWM
143
David Wealth Management
Virginia
$269K +$269K +2,067 New
BHBT
144
Burke & Herbert Bank & Trust
Virginia
$267K
Cerity Partners
145
Cerity Partners
New York
$261K
KG
146
Kieckhefer Group
Wisconsin
$261K +$261K +2,000 New
WIA
147
World Investment Advisors
California
$258K +$25.7K +197 +11%
AIM
148
Acropolis Investment Management
Missouri
$254K
WHCFA
149
William Howard & Co Financial Advisors
Tennessee
$248K
GWM
150
Gray Wealth Management
Maine
$243K +$4.69K +36 +2%