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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 %
MIA
201
MeadowBrook Investment Advisors
Michigan
$2.06K – – –
NS
202
NBC Securities
Alabama
$2K – – –
MAM
203
Marquette Asset Management
Minnesota
$606 -$9.7K -80 -94%
AWM
204
Aspire Wealth Management
Massachusetts
$508 – – –
SPIA
205
Steward Partners Investment Advisory
New York
$364 – – –
AssetMark Inc
206
AssetMark Inc
California
$364 +$364 +3 New
TRCT
207
Tower Research Capital (TRC)
New York
$364 +$364 +3 New
First Manhattan
208
First Manhattan
New York
$363 – – –
S2L
209
Sparta 24 Ltd
Israel
– -$16.1M -138,467 Closed
AWM
210
Axxcess Wealth Management
California
– -$5.3M -45,645 Closed
CA
211
Cumberland Advisors
Florida
– -$4.66M -40,136 Closed
LI
212
LVZ Inc
Michigan
– -$2.19M -18,849 Closed
RHJA
213
Rice Hall James & Associates
California
– -$1.62M -13,980 Closed
KWM
214
Kingsview Wealth Management
Oregon
– -$1.36M -11,691 Closed
MML Investors Services
215
MML Investors Services
Massachusetts
– -$281K -2,420 Closed
TWP
216
Tempus Wealth Planning
California
– -$253K -2,182 Closed
JC
217
Jentner Corp
Ohio
– -$233K -2,010 Closed
IWM
218
IHT Wealth Management
Illinois
– -$206K -1,777 Closed
MFA
219
McClarren Financial Advisors
Pennsylvania
– -$103K -885 Closed
PIA
220
Powell Investment Advisors
Florida
– -$83K -715 Closed
PAIM
221
Punch & Associates Investment Management
Minnesota
– -$39.8K -343 Closed
HI
222
Harbour Investments
Wisconsin
– -$23.9K -206 Closed
Barclays
223
Barclays
United Kingdom
– -$13K -111 Closed
CIAS
224
Capital Investment Advisory Services
North Carolina
– -$11.6K -100 Closed
AWM
225
Able Wealth Management
New Jersey
– -$2.15K -19 Closed
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