iShares Micro-Cap ETF
210 hedge funds and large institutions have $505M invested in iShares Micro-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 69 reducing their positions, and 13 closing their positions.
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
141% more call options, than puts
Call options by funds: $1.81M | Put options by funds: $749K
9% more funds holding
Funds holding: 192 → 210 (+18)
0.72% less ownership
Funds ownership: 56.55% → 55.83% (-0.72%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
26% less capital inflows, than outflows
Capital inflows: $31.3M | Capital outflows: $42.3M
32% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axxcess Wealth Management
Carlsbad,
California
|
+$4.63M |
| 2 |
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$4.23M |
| 3 |
LVZ Inc
Holland,
Michigan
|
+$1.91M |
| 4 |
Two Sigma Investments
New York
|
+$1.46M |
| 5 |
Rice Hall James & Associates
San Diego,
California
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$5.51M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$5.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.26M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.63M |
IWC Hedge Fund Activity: Q4 2023 in Review
210 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q4 2023, worth a combined $505M — up 13% from $447M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IWC positions and 13 closed out — a net gain of 19 holders — while 47 added to existing stakes and 69 trimmed.
The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $4.63M. The largest seller was Goldman Sachs, cutting an estimated $5.51M.
- 210 institutional investors held iShares Micro-Cap ETF (IWC) as of Q4 2023, up from 192 in Q3 2023.
- Funds reported $505M of iShares Micro-Cap ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 32 funds opened new iShares Micro-Cap ETF positions in Q4 2023 and 13 closed out, a net change of +19 holders.
- The largest iShares Micro-Cap ETF buyer in Q4 2023 was Axxcess Wealth Management, an estimated $4.63M added.
- The largest iShares Micro-Cap ETF seller in Q4 2023 was Goldman Sachs, an estimated $5.51M sold.
Based on aggregated 13F filings for Q4 2023.