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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
3.02%
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
$5.78M
2
CCMG
Clark Capital Management Group
Pennsylvania
$4.12M
3
ST
Sentinel Trust
Texas
$4.75M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.71M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.01M

Top Sellers

1
S2L
Sparta 24 Ltd
Israel
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$1.54M
3
Morgan Stanley
Morgan Stanley
New York
$10.4M
4
AAS
Avantax Advisory Services
Texas
$12M
5
AWM
Axxcess Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$65M -$2.75M -22,698 -4%
OCM
2
One Capital Management
California
$38.3M +$1.7M +13,997 +5%
Corient Private Wealth
3
Corient Private Wealth
Florida
$28.1M -$611K -5,038 -2%
Bank of America
4
Bank of America
North Carolina
$25.4M +$2.14M +17,623 +9%
AA
5
Alesco Advisors
New York
$21.8M -$39K -322 -0.2%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$19.2M +$9.59K +79 +0%
HHGA
7
Halbert Hargrove Global Advisors
California
$13M -$1.61M -13,252 -11%
EWM
8
Empirical Wealth Management
Washington
$12.3M -$66.9K -552 -0.5%
AAS
9
Avantax Advisory Services
Texas
$12M -$5.88M -48,509 -33%
Morgan Stanley
10
Morgan Stanley
New York
$10.4M -$8.71M -71,875 -45%
AFG
11
Arkansas Financial Group
Arkansas
$10.2M -$708K -5,841 -6%
Wells Fargo
12
Wells Fargo
California
$9.74M -$348K -2,874 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.61M +$2.32M +19,123 +32%
CPIG
14
Chicago Partners Investment Group
Illinois
$8.81M +$370K +3,275 +4%
Creative Planning
15
Creative Planning
Kansas
$8.58M -$216K -1,782 -2%
UBS Group
16
UBS Group
Switzerland
$7.89M +$83.1K +686 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.53M +$2.21M +18,235 +42%
SC
18
Schoolcraft Capital
Colorado
$7.39M -$74K -611 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$6.94M -$95.1K -785 -1%
FRA
20
Frank Rimerman Advisors
California
$5.96M -$36.6K -302 -0.6%
Goldman Sachs
21
Goldman Sachs
New York
$5.78M +$4.24M +35,000 +275%
MOACM
22
Mutual of America Capital Management
New York
$5.71M +$225K +1,860 +4%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$5.7M -$115K -946 -2%
SMC
24
Smith, Moore & Co
Missouri
$5.25M +$118K +970 +2%
EA
25
Efficient Advisors
Ohio
$5.22M -$749K -6,180 -13%
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