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iShares Micro-Cap ETF
IWC

Overview Fund Activity

220 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.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+19
Holders Change %
+9.45%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
33
Increased
60
Reduced
65
Closed
11
Calls
$1.68M
Puts
$123K
Net Calls
+$1.55M
Net Calls Change
+$1.28M

Top Buyers

1
ST
1
Sentinel Trust
Texas
$7.09M
2
BAM
2
Belpointe Asset Management
Nevada
$2.81M
3
LPL Financial
3
LPL Financial
California
$6.27M
4
LI
4
LVZ Inc
Michigan
$2.08M
5
Bank of America
5
Bank of America
North Carolina
$28.3M

Top Sellers

1
DBIA
1
Dumont & Blake Investment Advisors
New Jersey
$5.09M
2
OCM
2
One Capital Management
California
$2.73M
3
Jane Street
3
Jane Street
New York
$1.46M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.82M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$4.53M +$1.35M +10,936 +42%
MMRF
27
Michelson Medical Research Foundation
California
$4.36M – – –
MOACM
28
Mutual of America Capital Management
New York
$4.33M -$1.24M -10,048 -22%
EA
29
Efficient Advisors
Ohio
$4.2M -$254K -2,057 -6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.81M +$168K +1,364 +5%
JIC
31
Johnson Investment Counsel
Ohio
$3.74M -$57.2K -464 -2%
WP
32
WealthShield Partners
North Carolina
$3.7M -$104K -843 -3%
CTA
33
Camelot Technology Advisors
California
$3.23M -$959K -7,776 -23%
CCMG
34
Clark Capital Management Group
Pennsylvania
$3.06M -$1.29M -10,433 -30%
RIA
35
Regal Investment Advisors
Michigan
$2.83M +$63K +511 +2%
Citadel Advisors
36
Citadel Advisors
Florida
$2.82M -$2.64M -21,447 -48%
BAM
37
Belpointe Asset Management
Nevada
$2.81M +$2.81M +22,822 New
SI
38
Stephens Inc
Arkansas
$2.79M +$15.8K +128 +0.6%
KCM
39
Kendall Capital Management
Maryland
$2.76M +$198K +1,603 +8%
OCM
40
One Capital Management
California
$2.73M -$4.53M -36,708 -62%
Stifel Financial
41
Stifel Financial
Missouri
$2.63M +$767K +6,217 +41%
NFW
42
Noble Family Wealth
Florida
$2.54M -$268K -2,174 -10%
PAG
43
Private Advisory Group
Washington
$2.41M +$437K +3,541 +22%
AA
44
Aire Advisors
California
$2.36M -$17.9K -145 -0.8%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.34M +$591K +4,812 +34%
TFF
46
The Family Firm
Maryland
$2.28M +$13.7K +408 +0.6%
CCM
47
Connective Capital Management
California
$2.1M +$836K +6,744 +66%
LI
48
LVZ Inc
Michigan
$2.08M +$2.08M +16,858 New
RIM
49
Rockbridge Investment Management
New York
$2.07M -$59.4K -482 -3%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.96M +$793K +6,429 +68%
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