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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 %
EWM
176
Evermay Wealth Management
Virginia
$49.2K – – –
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.5K – – –
ADL
178
Asset Dedication LLC
California
$46K – – –
BCWM
179
Bartlett & Co Wealth Management
Ohio
$41.8K – – –
BCA
180
Bray Capital Advisors
Florida
$39.3K – – –
TCM
181
TruNorth Capital Management
Michigan
$37.4K +$37.4K +308 New
NP
182
NorthRock Partners
Minnesota
$28.5K – – –
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$27K +$482 +4 +2%
PCFFS
184
Pacific Center for Financial Services
California
$26.4K – – –
TCOV
185
Trust Company of Vermont
Vermont
$20.4K – – –
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$20.2K +$17.6K +145 +659%
CFD
187
Creative Financial Designs
Indiana
$17K – – –
IFAM
188
Institutional & Family Asset Management
Colorado
$12K – – –
DFA
189
DHJJ Financial Advisors
Illinois
$10.8K – – –
FFA
190
Founders Financial Alliance
North Carolina
$10.3K +$10.3K +85 New
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$10.3K +$10.3K +85 New
CA
192
Clearstead Advisors
Ohio
$9.24K – – –
RWPA
193
Richard W. Paul & Associates
Michigan
$8.48K – – –
HIA
194
Harbor Investment Advisory
Maryland
$8.48K – – –
WTC
195
WhitTier Trust Company
Nevada
$7.88K – – –
SIC
196
Salem Investment Counselors
North Carolina
$4.24K – – –
YAL
197
Your Advocates Ltd
Texas
$3.39K -$22.5K -186 -87%
AW
198
Avion Wealth
Texas
$3K – – –
CA
199
Continuum Advisory
Idaho
$2.49K +$2.49K +21 New
AF
200
Advisornet Financial
Minnesota
$2.06K -$23.9K -197 -92%
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