iShares Micro-Cap ETF
221 hedge funds and large institutions have $467M invested in iShares Micro-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 11 closing their positions.
1,263% more call options, than puts
Call options by funds: $1.68M | Put options by funds: $123K
200% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 11
9% more funds holding
Funds holding: 202 → 221 (+19)
7% more capital invested
Capital invested by funds: $435M → $467M (+$32M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 65
2.41% less ownership
Funds ownership: 54.92% → 52.51% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Sentinel Trust
Houston,
Texas
|
+$2.86M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$2.76M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.75M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
+$2.04M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DBIA
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
-$5.01M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$4.44M |
| 3 |
Jane Street
New York
|
-$2.76M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.59M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$2.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
226
Toth Financial Advisory
Leesburg,
Virginia
| – | -$135K | -1,185 | Closed |
|
227
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$74.1K | -650 | Closed |
|
|
MFA
228
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$101K | -114 | Closed |
|
229
Bessemer Group
Woodbridge,
New Jersey
| – | -$8K | -69 | Closed |
|
230
US Bancorp
Minneapolis,
Minnesota
| – | -$3.31K | -29 | Closed |
|
231
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.74K | -24 | Closed |
|
|
RWMG
232
Redwood Wealth Management Group
Medford,
New Jersey
| – | -$2.28K | -20 | Closed |
|
IWC Hedge Fund Activity: Q3 2024 in Review
221 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q3 2024, worth a combined $467M — up 7.4% from $435M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IWC positions and 11 closed out — a net gain of 22 holders — while 60 added to existing stakes and 65 trimmed.
The largest buyer was Sentinel Trust, adding an estimated $2.86M. The largest seller was Dumont & Blake Investment Advisors, cutting an estimated $5.01M.
- 221 institutional investors held iShares Micro-Cap ETF (IWC) as of Q3 2024, up from 202 in Q2 2024.
- Funds reported $467M of iShares Micro-Cap ETF stock for Q3 2024, up 7.4% quarter-over-quarter.
- 33 funds opened new iShares Micro-Cap ETF positions in Q3 2024 and 11 closed out, a net change of +22 holders.
- The largest iShares Micro-Cap ETF buyer in Q3 2024 was Sentinel Trust, an estimated $2.86M added.
- The largest iShares Micro-Cap ETF seller in Q3 2024 was Dumont & Blake Investment Advisors, an estimated $5.01M sold.
Based on aggregated 13F filings for Q3 2024.