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.
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
15% more capital invested
Capital invested by funds: $447M → $514M (+$66.9M)
9% more funds holding
Funds holding: 190 → 208 (+18)
0.29% more ownership
Funds ownership: 56.46% → 56.76% (+0.29%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
29% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.16M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$4.63M |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$4.23M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
+$1.91M |
| 5 |
Two Sigma Investments
New York
|
+$1.46M |
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
208 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q4 2023, worth a combined $514M — up 15% 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 48 added to existing stakes and 68 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.16M. The largest seller was Goldman Sachs, cutting an estimated $5.51M.
- 208 institutional investors held iShares Micro-Cap ETF (IWC) as of Q4 2023, up from 190 in Q3 2023.
- Funds reported $514M of iShares Micro-Cap ETF stock for Q4 2023, up 15% 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 Morgan Stanley, an estimated $7.16M 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.