iShares Micro-Cap ETF
209 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, 45 increasing their positions, 73 reducing their positions, and 19 closing their positions.
27% more call options, than puts
Call options by funds: $509K | Put options by funds: $400K
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
0% more funds holding
Funds holding: 209 → 209 (0)
1% less capital invested
Capital invested by funds: $504M → $500M (-$4.36M)
1.36% less ownership
Funds ownership: 55.74% → 54.38% (-1.4%)
38% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 73
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$4.02M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$3.91M |
| 3 |
ST
Sentinel Trust
Houston,
Texas
|
+$3.73M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.14M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S2L
Sparta 24 Ltd
Tirat Hacarmel,
Israel
|
-$16.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$10.7M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$5.58M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$5.3M |
| 5 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$4.66M |
IWC Hedge Fund Activity: Q1 2024 in Review
209 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q1 2024, worth a combined $500M — down 0.86% from $504M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IWC positions and 19 closed out — a net gain of 4 holders — while 45 added to existing stakes and 73 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $4.02M. The largest seller was Sparta 24 Ltd, exiting entirely with an estimated $16.1M sold.
- 209 institutional investors held iShares Micro-Cap ETF (IWC) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $500M of iShares Micro-Cap ETF stock for Q1 2024, down 0.86% quarter-over-quarter.
- 23 funds opened new iShares Micro-Cap ETF positions in Q1 2024 and 19 closed out, a net change of +4 holders.
- The largest iShares Micro-Cap ETF buyer in Q1 2024 was Goldman Sachs, an estimated $4.02M added.
- The largest iShares Micro-Cap ETF seller in Q1 2024 was Sparta 24 Ltd, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2024.