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 %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$40.8K
PAIM
177
Punch & Associates Investment Management
Minnesota
$39.8K -$1.28K -11 -3%
BCA
178
Bray Capital Advisors
Florida
$37.6K
NP
179
NorthRock Partners
Minnesota
$27.3K +$27.3K +235 New
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$26K
PCFFS
181
Pacific Center for Financial Services
California
$25.3K
AF
182
Advisornet Financial
Minnesota
$24.8K
YAL
183
Your Advocates Ltd
Texas
$24.8K +$4.06K +35 +20%
HI
184
Harbour Investments
Wisconsin
$23.9K +$19.8K +171 +489%
TCOV
185
Trust Company of Vermont
Vermont
$19.5K
CFD
186
Creative Financial Designs
Indiana
$16.2K +$10.4K +90 +180%
CAS
187
Coppell Advisory Solutions
Texas
$13.2K +$13.2K +114 New
Barclays
188
Barclays
United Kingdom
$13K -$1.05M -8,928 -99%
CIAS
189
Capital Investment Advisory Services
North Carolina
$11.6K +$11.6K +100 New
IFAM
190
Institutional & Family Asset Management
Colorado
$11.5K
DFA
191
DHJJ Financial Advisors
Illinois
$10.3K
MAM
192
Marquette Asset Management
Minnesota
$9.86K -$7.31K -63 -43%
CA
193
Clearstead Advisors
Ohio
$9.17K -$9.17K -79 -50%
ASN
194
Advisory Services Network
Georgia
$8.7K +$8.7K +75 New
RWPA
195
Richard W. Paul & Associates
Michigan
$8.12K
HIA
196
Harbor Investment Advisory
Maryland
$8.12K
WTC
197
WhitTier Trust Company
Nevada
$7.54K
SIC
198
Salem Investment Counselors
North Carolina
$4.06K
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$2.55K
AWM
200
Able Wealth Management
New Jersey
$2.15K +$2.15K +19 New