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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 %
Barclays
76
Barclays
United Kingdom
$642K +$642K +5,635 New
KAS
77
Kestra Advisory Services
Texas
$637K +$150K +1,312 +31%
TC
78
TAP Consulting
Missouri
$622K +$1.71K +15 +0.3%
JGIA
79
Jackson Grant Investment Advisers
Connecticut
$620K +$1.37K +12 +0.2%
FPAS
80
Focus Partners Advisor Solutions
Missouri
$600K +$342K +3,000 +133%
CIA
81
Capital Investment Advisors
Georgia
$597K -$8.21K -72 -1%
Lido Advisors
82
Lido Advisors
California
$580K +$114 +1 +0%
VCP
83
Vista Capital Partners
Oregon
$574K – – –
BAMG
84
Brand Asset Management Group
Missouri
$544K -$20K -175 -4%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$523K +$56.9K +499 +12%
Legacy Financial Group (Iowa)
86
Legacy Financial Group (Iowa)
Iowa
$517K -$11.9K -104 -2%
CIA
87
Compass Ion Advisors
Pennsylvania
$497K – – –
RJFSA
88
Raymond James Financial Services Advisors
Florida
$470K +$134K +1,178 +40%
PBK
89
Peoples Bank (Kansas)
Kansas
$462K – – –
TIM
90
Tortoise Investment Management
New York
$454K – – –
PGA
91
Portland Global Advisors
Maine
$452K +$1.37K +12 +0.3%
SC
92
Sepio Capital
Utah
$447K -$6.04K -53 -1%
FFS
93
Founders Financial Securities
Maryland
$446K -$49.1K -431 -10%
NAM
94
NTV Asset Management
West Virginia
$446K -$11.4K -100 -2%
BSW
95
Buckingham Strategic Wealth
Missouri
$438K -$12.5K -110 -3%
CCFM
96
Clear Creek Financial Management
Washington
$434K +$92.2K +809 +27%
DAS
97
Dynamic Advisor Solutions
Arizona
$403K -$1.44M -12,641 -78%
AGC
98
Aspen Grove Capital
Colorado
$394K – – –
AA
99
Ancora Advisors
Ohio
$382K – – –
ASN
100
Advisory Services Network
Georgia
$375K -$48.5K -425 -11%
2 3
4
5 6