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iShares Micro-Cap ETF

237 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

628% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $222K

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more capital invested

Capital invested by funds: $467M → $513M (+$46.7M)

7% more funds holding

Funds holding: 221237 (+16)

1.77% more ownership

Funds ownership: 52.51%54.28% (+1.8%)

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
3.12%
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
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$63.1M -$6.89M -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 -$869K -6,674 -4%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$17.8M -$384K -2,951 -2%
Wells Fargo
6
Wells Fargo
California
$15M +$4.77M +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 +$220K +1,693 +2%
CPIG
12
Chicago Partners Investment Group
Illinois
$10.7M +$360K +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 +$2M +15,395 +30%
SC
17
Schoolcraft Capital
Colorado
$8.32M -$115K -884 -1%
Creative Planning
18
Creative Planning
Kansas
$8.14M +$400K +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%
JP Morgan Chase
22
JP Morgan Chase
New York
$6.04M +$163K +1,249 +3%
SMC
23
Smith, Moore & Co
Missouri
$5.99M +$47K +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 -$11.8K -91 -0.2%

IWC Hedge Fund Activity: Q4 2024 in Review

237 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q4 2024, worth a combined $513M — up 10% from $467M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IWC positions and 17 closed out — a net gain of 20 holders — while 66 added to existing stakes and 64 trimmed.

The largest buyer was UBS Group, adding an estimated $5.09M. The largest seller was 1832 Asset Management, cutting an estimated $6.89M.

  • 237 institutional investors held iShares Micro-Cap ETF (IWC) as of Q4 2024, up from 221 in Q3 2024.
  • Funds reported $513M of iShares Micro-Cap ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 37 funds opened new iShares Micro-Cap ETF positions in Q4 2024 and 17 closed out, a net change of +20 holders.
  • The largest iShares Micro-Cap ETF buyer in Q4 2024 was UBS Group, an estimated $5.09M added.
  • The largest iShares Micro-Cap ETF seller in Q4 2024 was 1832 Asset Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q4 2024.