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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 %
TFG
151
Tilson Financial Group
New Jersey
$242K – – –
CMMS
152
Comprehensive Money Management Services
Florida
$239K +$239K +1,831 New
TCM
153
Tassel Capital Management
North Carolina
$228K +$228K +1,751 New
SPIA
154
Steward Partners Investment Advisory
New York
$226K +$213K +1,636 +1,687%
JIC
155
Joel Isaacson & Co
New York
$223K +$261 +2 +0.1%
FHA
156
First Horizon Advisors
Tennessee
$223K – – –
KCM
157
Kennedy Capital Management
Missouri
$222K +$222K +1,701 New
AIS
158
American Investment Services
Massachusetts
$216K +$216K +1,656 New
SWTS
159
Stonehaven Wealth & Tax Solutions
Wisconsin
$215K +$215K +1,646 New
AC
160
Annandale Capital
Texas
$209K +$209K +1,600 New
BI
161
Berkeley Inc
Idaho
$208K +$208K +1,596 New
FFM
162
Forum Financial Management
Illinois
$207K +$207K +1,585 New
ASN
163
Advisory Services Network
Georgia
$202K -$227K -1,739 -53%
MSAM
164
Moloney Securities Asset Management
Missouri
$201K +$201K +1,544 New
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$198K – – –
CA
166
CoreCap Advisors
Michigan
$184K +$2.74K +21 +2%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$172K +$13.2K +101 +8%
TAM
168
Tucker Asset Management
Colorado
$172K +$14.1K +108 +9%
AWM
169
Angeles Wealth Management
California
$154K – – –
ST
170
Smithfield Trust
Pennsylvania
$144K -$128K -977 -47%
KBFS
171
Kohmann Bosshard Financial Services
Ohio
$140K +$140K +1,075 New
FFA
172
Farther Finance Advisors
California
$137K – – –
PS
173
Principal Securities
Iowa
$135K -$60.1K -461 -31%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$116K – – –
MFA
175
McClarren Financial Advisors
Pennsylvania
$116K +$116K +890 New
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7
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