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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 %
FTUS
51
Flow Traders U.S.
New York
$1.93M -$487K -3,952 -20%
ITIM
52
Indiana Trust & Investment Management
Indiana
$1.82M – – –
KAS
53
Kestra Advisory Services
Texas
$1.69M +$1M +8,114 +145%
EAM
54
Evanson Asset Management
California
$1.67M +$1.48K +12 +0.1%
TYCC
55
Texas Yale Capital Corp
Florida
$1.64M – – –
Jane Street
56
Jane Street
New York
$1.46M -$2.81M -22,818 -66%
GIA
57
GHP Investment Advisors
Colorado
$1.4M -$29.1K -236 -2%
LFA
58
Level Financial Advisors
New York
$1.39M -$73.3K -594 -5%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.32M +$194K +1,573 +17%
PWA
60
Physician Wealth Advisors
Utah
$1.32M -$160K -1,274 -11%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$1.3M -$21.2K -170 -2%
MFT
62
Moisand Fitzgerald Tamayo
Florida
$1.28M – – –
SA
63
SFI Advisors
New Jersey
$1.25M +$1.25M +10,130 New
C
64
Certuity
Florida
$1.22M +$4.19K +34 +0.3%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$1.2M -$62.3K -512 -5%
BFO
66
Biltmore Family Office
North Carolina
$1.09M -$6.41K -52 -0.6%
WMG
67
WESCAP Management Group
California
$1.09M -$464K -3,763 -30%
EWM
68
Endowment Wealth Management
Wisconsin
$1.05M +$189K +1,534 +22%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$1.01M +$173K +1,405 +21%
IFWM
70
Institute for Wealth Management
Colorado
$997K +$15.4K +125 +2%
Capstone Investment Advisors
71
Capstone Investment Advisors
New York
$987K +$987K +8,001 New
MWM
72
Modera Wealth Management
New Jersey
$962K +$38K +308 +4%
Mariner
73
Mariner
Kansas
$953K -$42.2K -342 -4%
UFAC
74
Urban Financial Advisory Corp
Illinois
$923K +$987 +8 +0.1%
EIP
75
Ellis Investment Partners
Pennsylvania
$830K +$617 +5 +0.1%
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3
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