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Multiple Funds Increase Their Stake in iShares Micro-Cap ETF

March 4, 2024

Kestra Advisory Services increased its holdings in iShares Micro-Cap ETF (NYSEARCA: IWC) by 27.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,329 shares of the exchange traded fund’s stock after purchasing an additional 1,149 shares during the period. Kestra owned 0.07% of iShares Micro-Cap ETF worth $533,000 as of its most recent filing with the SEC, American Banking News reports.

Other institutional investors and hedge funds have also modified their holdings of the company. Almanack Investment Partners acquired a new position in iShares Micro-Cap ETF during the 3rd quarter worth $31,000. Bartlett & Co. lifted its holdings in the iShares ETF by 86.5% during the 3rd quarter. Bartlett & Co. now owns 345 shares of the exchange traded fund’s stock worth $35,000 after buying an additional 160 shares in the last quarter. Tower Research Capital acquired a new position in iShares Micro-Cap ETF during the 2nd quarter worth $43,000. Montag A & Associates lifted its holdings in iShares Micro-Cap ETF by 128.2% during the 2nd quarter. Montag A now owns 445 shares of the exchange traded fund’s stock worth $49,000 after buying an additional 250 shares in the last quarter. Finally, Patriot Investment Management Group acquired a new position in iShares Micro-Cap ETF during the 4th quarter worth $50,000. Read more.

DealFlow Events makes no recommendations on whether to buy, sell or hold shares of any particular stock. Investors are advised to conduct their own research and analysis before making an investment decision. Neither DealFlow Events nor any of its affiliates hold any position in the stocks mentioned in The Microcap Newsletter.

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