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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 %
BFO
126
Boston Family Office
Massachusetts
$298K – – –
CFP
127
Cascade Financial Partners
California
$297K – – –
CAG
128
Curtis Advisory Group
California
$291K +$291K +2,363 New
NL
129
NWAM LLC
Washington
$282K +$282K +2,286 New
DA
130
Doliver Advisors
Texas
$282K -$18.6K -151 -6%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$280K -$5.92K -48 -2%
MA
132
Mutual Advisors
Nebraska
$277K +$277K +2,219 New
Two Sigma Advisers
133
Two Sigma Advisers
New York
$271K -$506K -4,100 -65%
JPLA
134
Joseph P. Lucia & Associates
New York
$264K – – –
WBCM
135
Wilson & Boucher Capital Management
California
$263K +$1.23K +10 +0.5%
CGA
136
Crescent Grove Advisors
Illinois
$258K – – –
ST
137
Smithfield Trust
Pennsylvania
$256K +$136K +1,100 +113%
BHBT
138
Burke & Herbert Bank & Trust
Virginia
$253K – – –
KWM
139
Keebeck Wealth Management
Illinois
$249K – – –
Cerity Partners
140
Cerity Partners
New York
$247K -$9.74K -79 -4%
DFS
141
Dixon Fnancial Services
California
$247K – – –
AIM
142
Acropolis Investment Management
Missouri
$240K – – –
LMKC
143
L.M. Kohn & Company
Ohio
$236K +$1.85K +15 +0.8%
WHCFA
144
William Howard & Co Financial Advisors
Tennessee
$234K – – –
TFG
145
Tilson Financial Group
New Jersey
$229K +$229K +1,859 New
WB
146
WesBanco Bank
West Virginia
$226K +$226K +1,835 New
GWM
147
Gray Wealth Management
Maine
$226K -$247 -2 -0.1%
WIA
148
World Investment Advisors
California
$220K -$16.4K -133 -7%
JIC
149
Joel Isaacson & Co
New York
$211K +$211K +1,710 New
FHA
150
First Horizon Advisors
Tennessee
$211K – – –
4 5
6
7 8