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iShares Micro-Cap ETF
IWC

Overview Fund Activity

236 hedge funds and large institutions have $513M invested in iShares Micro-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
66
Reduced
64
Closed
17
Calls
$1.62M
Puts
$222K
Net Calls
+$1.4M
Net Calls Change
-$159K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.3M
2
Wells Fargo
2
Wells Fargo
California
$15M
3
HCA
3
Heck Capital Advisors
Wisconsin
$3.53M
4
PAG
4
Private Advisory Group
Washington
$5.71M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.74M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$63.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.81M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.92M
5
Citadel Advisors
5
Citadel Advisors
Florida
$110K
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$63.1M -$6.9M -52,913 -10%
Bank of America
2
Bank of America
North Carolina
$29.8M -$125K -961 -0.4%
Corient Private Wealth
3
Corient Private Wealth
Florida
$29.7M -$1.54M -11,794 -5%
AA
4
Alesco Advisors
New York
$22.1M -$870K -6,674 -4%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$17.8M -$385K -2,951 -2%
Wells Fargo
6
Wells Fargo
California
$15M +$4.78M +36,675 +47%
EWM
7
Empirical Wealth Management
Washington
$13.4M +$32.3K +248 +0.2%
UBS Group
8
UBS Group
Switzerland
$13.3M +$5.09M +39,068 +62%
HHGA
9
Halbert Hargrove Global Advisors
California
$12.7M -$427K -3,277 -3%
TCM
10
TABR Capital Management
California
$11.6M +$11.6M +88,917 New
Morgan Stanley
11
Morgan Stanley
New York
$11.2M +$221K +1,693 +2%
CPIG
12
Chicago Partners Investment Group
Illinois
$10.7M +$356K +2,764 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10M +$476K +3,653 +5%
AAS
14
Avantax Advisory Services
Texas
$9.49M +$114K +872 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.92M -$3.52M -27,014 -28%
LPL Financial
16
LPL Financial
California
$8.63M +$2.01M +15,395 +30%
SC
17
Schoolcraft Capital
Colorado
$8.32M -$115K -884 -1%
Creative Planning
18
Creative Planning
Kansas
$8.14M +$401K +3,074 +5%
AFG
19
Arkansas Financial Group
Arkansas
$7.98M -$137K -1,049 -2%
ST
20
Sentinel Trust
Texas
$7.49M – – –
FRA
21
Frank Rimerman Advisors
California
$7.39M +$215K +1,652 +3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$6.04M +$163K +1,249 +3%
SMC
23
Smith, Moore & Co
Missouri
$5.99M +$47.1K +361 +0.8%
PAG
24
Private Advisory Group
Washington
$5.71M +$3.16M +24,240 +124%
DBIA
25
Dumont & Blake Investment Advisors
New Jersey
$5.37M -$11.9K -91 -0.2%
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