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iShares Micro-Cap ETF
IWC

Overview Fund Activity

201 hedge funds and large institutions have $435M invested in iShares Micro-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-7
Holders Change %
-3.37%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
63
Reduced
63
Closed
22
Calls
$274K
Puts
–
Net Calls
+$274K
Net Calls Change
+$165K

Top Buyers

1
DBIA
1
Dumont & Blake Investment Advisors
New Jersey
$9.43M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.05M
3
Jane Street
3
Jane Street
New York
$3.95M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$63.5M

Top Sellers

1
OCM
1
One Capital Management
California
$6.71M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.08M
3
HCA
3
Heck Capital Advisors
Wisconsin
$0
4
AAS
4
Avantax Advisory Services
Texas
$8.93M
5
NIP
5
Nicholas Investment Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
51
Physician Wealth Advisors
Utah
$1.52M -$35.6K -275 -2%
TYCC
52
Texas Yale Capital Corp
Florida
$1.51M -$1.71K -15 -0.1%
WMG
53
WESCAP Management Group
California
$1.43M -$12.9K -113 -0.9%
LFA
54
Level Financial Advisors
New York
$1.35M -$26.4K -232 -2%
GIA
55
GHP Investment Advisors
Colorado
$1.32M +$912 +8 +0.1%
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$1.21M +$145K +1,270 +14%
MFT
57
Moisand Fitzgerald Tamayo
Florida
$1.19M -$1.94K -17 -0.2%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.18M +$251K +2,204 +27%
CCM
59
Connective Capital Management
California
$1.16M -$1.12M -9,847 -49%
C
60
Certuity
Florida
$1.12M +$3.19K +28 +0.3%
Osaic Holdings
61
Osaic Holdings
Arizona
$1.08M -$5.46M -47,840 -83%
Fidelity International
62
Fidelity International
Bermuda
$1.05M – – –
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.04M +$22.5K +197 +2%
CI Investments Inc
64
CI Investments Inc
Ontario, Canada
$1.02M -$39K -342 -4%
BFO
65
Biltmore Family Office
North Carolina
$1.01M -$2.85K -25 -0.3%
Two Sigma Investments
66
Two Sigma Investments
New York
$969K -$1.17M -10,300 -55%
Mariner
67
Mariner
Kansas
$920K +$81.1K +711 +10%
IFWM
68
Institute for Wealth Management
Colorado
$907K +$103K +902 +13%
MWM
69
Modera Wealth Management
New Jersey
$854K +$437K +3,834 +105%
UFAC
70
Urban Financial Advisory Corp
Illinois
$852K -$3.19K -28 -0.4%
EWM
71
Endowment Wealth Management
Wisconsin
$794K +$74.4K +653 +10%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$775K +$59.8K +525 +8%
EIP
73
Ellis Investment Partners
Pennsylvania
$767K -$6.16K -54 -0.8%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$759K +$16K +140 +2%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$718K +$274K +2,400 +62%
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