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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 %
WBCM
126
Wilson & Boucher Capital Management
California
$242K +$45.6K +400 +23%
CGA
127
Crescent Grove Advisors
Illinois
$238K -$77.5K -680 -25%
Cerity Partners
128
Cerity Partners
New York
$237K -$18K -158 -7%
BHBT
129
Burke & Herbert Bank & Trust
Virginia
$234K +$234K +2,050 New
KWM
130
Keebeck Wealth Management
Illinois
$230K – – –
DFS
131
Dixon Fnancial Services
California
$228K – – –
AIM
132
Acropolis Investment Management
Missouri
$222K -$14.8K -130 -6%
WIA
133
World Investment Advisors
California
$218K +$13.2K +116 +6%
LMKC
134
L.M. Kohn & Company
Ohio
$217K – – –
WHCFA
135
William Howard & Co Financial Advisors
Tennessee
$216K – – –
PS
136
Principal Securities
Iowa
$214K +$7.18K +63 +3%
TIAA Trust, National Association
137
TIAA Trust, National Association
North Carolina
$214K – – –
GWM
138
Gray Wealth Management
Maine
$209K +$228 +2 +0.1%
AF
139
Allworth Financial
California
$200K +$49.8K +403 +33%
FHA
140
First Horizon Advisors
Tennessee
$195K +$20K +175 +11%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$165K +$7.07K +62 +4%
TFA
142
Toth Financial Advisory
Virginia
$135K – – –
AWM
143
Angeles Wealth Management
California
$134K – – –
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$133K – – –
FFA
145
Farther Finance Advisors
California
$119K – – –
Comerica Bank
146
Comerica Bank
Texas
$112K – – –
ST
147
Smithfield Trust
Pennsylvania
$111K – – –
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$102K – – –
MFA
149
McClarren Financial Advisors
Pennsylvania
$101K +$101K +114 New
PA
150
Parallel Advisors
California
$94.1K – – –
4 5
6
7 8