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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 %
HKAM
151
Horizon Kinetics Asset Management
New York
$208K +$208K +1,720 New
RJA
152
Raymond James & Associates
Florida
$201K -$113K -932 -36%
FFA
153
Frazier Financial Advisors
Ohio
$188K +$81.6K +673 +77%
FHA
154
First Horizon Advisors
Tennessee
$186K – – –
Fidelity Investments
155
Fidelity Investments
Massachusetts
$168K +$61.2K +505 +57%
CA
156
CoreCap Advisors
Michigan
$166K +$166K +1,372 New
AF
157
Allworth Financial
California
$147K – – –
TFA
158
Toth Financial Advisory
Virginia
$144K – – –
AWM
159
Angeles Wealth Management
California
$143K – – –
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$141K +$141K +1,173 New
FFA
161
Farther Finance Advisors
California
$126K – – –
Comerica Bank
162
Comerica Bank
Texas
$119K – – –
ST
163
Smithfield Trust
Pennsylvania
$118K – – –
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$108K – – –
PA
165
Parallel Advisors
California
$100K – – –
IA
166
IFP Advisors
Florida
$92.4K -$4.73K -39 -5%
GWM
167
Geneos Wealth Management
Colorado
$91.4K – – –
Franklin Resources
168
Franklin Resources
California
$89.1K – – –
GGI
169
Godsey & Gibb Inc
Virginia
$81.9K +$81.9K +676 New
MA
170
Montag & Associates
Georgia
$81.2K – – –
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$78.8K – – –
MG
172
Mather Group
Illinois
$74.1K +$74.1K +639 New
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$68K -$1.7K -14 -2%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$67.8K – – –
EBA
175
Eagle Bay Advisors
New York
$60.4K -$25.8K -213 -30%
5 6
7
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