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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 %
SAM
101
Silvercrest Asset Management
New York
$365K -$96.9K -850 -21%
AQR Capital Management
102
AQR Capital Management
Connecticut
$361K +$361K +3,166 New
CWA
103
Clarus Wealth Advisors
Arizona
$357K -$9.04K -79 -2%
NCM
104
Next Capital Management
New York
$356K – – –
GLLW
105
Graves Light Lenhart Wealth
Virginia
$351K +$113 +1 +0%
KeyBank National Association
106
KeyBank National Association
Ohio
$343K -$20.4K -179 -6%
FWTB
107
First Western Trust Bank
Colorado
$336K -$9.8K -86 -3%
FWP
108
Family Wealth Partners
North Carolina
$336K +$114 +1 +0%
Prudential Financial
109
Prudential Financial
New Jersey
$326K +$69.2K +607 +27%
OCFG
110
O'Connor Financial Group
Illinois
$319K -$5.13K -45 -2%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$295K +$295K +2,592 New
FFA
112
Frazier Financial Advisors
Ohio
$295K +$118K +1,039 +67%
GPA
113
Garrison Point Advisors
California
$295K – – –
CPA
114
Cardiff Park Advisors
California
$287K – – –
PO
115
Private Ocean
California
$283K +$114 +1 +0%
GRP
116
Global Retirement Partners
California
$279K +$22.9K +201 +9%
BHWM
117
Beaird Harris Wealth Management
Texas
$278K – – –
DA
118
Doliver Advisors
Texas
$277K – – –
RJA
119
Raymond James & Associates
Florida
$277K +$87.3K +766 +46%
SWM
120
Spire Wealth Management
Virginia
$277K -$124K -1,090 -31%
BFO
121
Boston Family Office
Massachusetts
$275K – – –
CFP
122
Cascade Financial Partners
California
$268K – – –
Bank of New York Mellon
123
Bank of New York Mellon
New York
$264K -$769K -6,746 -74%
TSS
124
Two Sigma Securities
New York
$260K +$260K +2,278 New
JPLA
125
Joseph P. Lucia & Associates
New York
$244K – – –
3 4
5
6 7