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iShares Micro-Cap ETF
IWC

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
AWM
2
Axxcess Wealth Management
California
$5.3M
3
HCA
3
Heck Capital Advisors
Wisconsin
$4.84M
4
LI
4
LVZ Inc
Michigan
$2.19M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.68M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.47M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.74M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$64.9M -$2.75M -23,675 -4%
OCM
2
One Capital Management
California
$35.1M -$2.36M -20,331 -6%
Corient Private Wealth
3
Corient Private Wealth
Florida
$27.5M +$344K +2,961 +1%
Bank of America
4
Bank of America
North Carolina
$22.2M -$479K -4,130 -2%
AA
5
Alesco Advisors
New York
$20.9M +$841K +7,252 +4%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$18.8M -$1.13M -9,544 -6%
Morgan Stanley
7
Morgan Stanley
New York
$18.3M +$8.19M +70,628 +81%
AAS
8
Avantax Advisory Services
Texas
$17.2M -$422K -3,639 -2%
S2L
9
Sparta 24 Ltd
Israel
$16.1M – – –
HHGA
10
Halbert Hargrove Global Advisors
California
$14M +$1.14M +9,859 +9%
HighTower Advisors
11
HighTower Advisors
Illinois
$12.3M +$141K +1,212 +1%
EWM
12
Empirical Wealth Management
Washington
$11.9M -$1.29M -11,086 -10%
AFG
13
Arkansas Financial Group
Arkansas
$10.4M -$2.26M -19,487 -18%
Wells Fargo
14
Wells Fargo
California
$9.66M +$405K +3,494 +4%
Creative Planning
15
Creative Planning
Kansas
$8.43M -$119K -1,024 -1%
CPIG
16
Chicago Partners Investment Group
Illinois
$8.38M -$81.1K -724 -1%
UBS Group
17
UBS Group
Switzerland
$7.47M -$202K -1,742 -3%
SC
18
Schoolcraft Capital
Colorado
$7.15M -$1.28K -11 -0%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.98M -$2.04M -17,596 -23%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.74M -$3.73M -32,107 -36%
FRA
21
Frank Rimerman Advisors
California
$5.74M +$119K +1,029 +2%
EA
22
Efficient Advisors
Ohio
$5.71M -$59.5K -513 -1%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$5.57M +$458K +3,949 +9%
AWM
24
Axxcess Wealth Management
California
$5.3M +$5.3M +45,645 New
MOACM
25
Mutual of America Capital Management
New York
$5.25M +$1.49M +12,882 +40%
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