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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 %
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$474K +$474K +3,841 New
TIM
102
Tortoise Investment Management
New York
$467K -$24.7K -200 -5%
GRP
103
Global Retirement Partners
California
$449K +$147K +1,192 +49%
SWM
104
Spire Wealth Management
Virginia
$431K +$131K +1,066 +44%
WANY
105
Wealthspire Advisors (New York)
New York
$427K +$427K +3,461 New
AGC
106
Aspen Grove Capital
Colorado
$427K +$123 +1 +0%
CIA
107
Compass Ion Advisors
Pennsylvania
$420K -$85.6K -694 -17%
AA
108
Ancora Advisors
Ohio
$414K – – –
MAM
109
Milestone Asset Management
Pennsylvania
$403K +$403K +3,269 New
NCM
110
Next Capital Management
New York
$385K – – –
CWA
111
Clarus Wealth Advisors
Arizona
$379K -$609 -5 -0.2%
CPA
112
Cardiff Park Advisors
California
$379K +$68.2K +553 +22%
Prudential Financial
113
Prudential Financial
New Jersey
$377K +$23.6K +191 +7%
ASN
114
Advisory Services Network
Georgia
$375K – – –
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$374K +$374K +3,029 New
KeyBank National Association
116
KeyBank National Association
Ohio
$371K – – –
FWTB
117
First Western Trust Bank
Colorado
$363K – – –
FWP
118
Family Wealth Partners
North Carolina
$363K +$247 +2 +0.1%
SAM
119
Silvercrest Asset Management
New York
$352K -$43.2K -350 -11%
DWS
120
Discipline Wealth Solutions
South Carolina
$351K +$351K +2,846 New
OCFG
121
O'Connor Financial Group
Illinois
$343K -$2.47K -20 -0.7%
TIAA Trust, National Association
122
TIAA Trust, National Association
North Carolina
$323K +$92.5K +750 +40%
BBHC
123
Brown Brothers Harriman & Co
New York
$323K +$323K +2,617 New
GPA
124
Garrison Point Advisors
California
$319K – – –
BHWM
125
Beaird Harris Wealth Management
Texas
$301K – – –
3 4
5
6 7