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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 %
SIS
76
Sound Income Strategies
Florida
$818K +$808K +6,551 +7,799%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$798K +$798K +6,468 New
AWS
78
Atria Wealth Solutions
New York
$797K +$797K +6,466 New
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$797K -$24.7K -200 -3%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$692K +$374K +3,038 +117%
Lido Advisors
81
Lido Advisors
California
$684K +$55.6K +451 +9%
TC
82
TAP Consulting
Missouri
$676K +$2.34K +19 +0.3%
JGIA
83
Jackson Grant Investment Advisers
Connecticut
$675K +$4.07K +33 +0.6%
PBK
84
Peoples Bank (Kansas)
Kansas
$632K +$133K +1,075 +27%
CIA
85
Capital Investment Advisors
Georgia
$629K -$16.7K -135 -3%
VCP
86
Vista Capital Partners
Oregon
$621K – – –
RJFSA
87
Raymond James Financial Services Advisors
Florida
$612K +$104K +843 +20%
FPAS
88
Focus Partners Advisor Solutions
Missouri
$603K -$45.6K -370 -7%
DFA
89
Davies Financial Advisors
California
$597K +$597K +4,845 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$587K +$21.3K +173 +4%
CCFM
91
Clear Creek Financial Management
Washington
$563K +$93.4K +757 +20%
AQR Capital Management
92
AQR Capital Management
Connecticut
$541K +$150K +1,218 +38%
RJA
93
Raymond James & Associates
Florida
$534K +$235K +1,905 +78%
BAMG
94
Brand Asset Management Group
Missouri
$531K -$57.3K -465 -10%
Fidelity International
95
Fidelity International
Bermuda
$521K -$617K -5,000 -54%
Two Sigma Investments
96
Two Sigma Investments
New York
$518K -$530K -4,300 -51%
PGA
97
Portland Global Advisors
Maine
$489K – – –
FFS
98
Founders Financial Securities
Maryland
$482K – – –
NAM
99
NTV Asset Management
West Virginia
$482K – – –
SC
100
Sepio Capital
Utah
$476K -$7.28K -59 -2%
2 3
4
5 6