IWC icon

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
Dumont & Blake Investment Advisors
New Jersey
$9.43M
2
Citadel Advisors
Citadel Advisors
Florida
$5.05M
3
Jane Street
Jane Street
New York
$3.95M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$63.5M

Top Sellers

1
OCM
One Capital Management
California
$6.71M
2
Osaic Holdings
Osaic Holdings
Arizona
$1.08M
3
HCA
Heck Capital Advisors
Wisconsin
$0
4
AAS
Avantax Advisory Services
Texas
$8.93M
5
NIP
Nicholas Investment Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$87.1K +$341 +3 +0.4%
GWM
152
Geneos Wealth Management
Colorado
$86K – – –
Franklin Resources
153
Franklin Resources
California
$83.8K – – –
MG
154
Mather Group
Illinois
$77.4K – – –
GGI
155
Godsey & Gibb Inc
Virginia
$77.1K – – –
Russell Investments Group
156
Russell Investments Group
United Kingdom
$74.6K +$74.6K +654 New
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$74.1K – – –
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$65.3K – – –
EBA
159
Eagle Bay Advisors
New York
$55.6K -$1.14K -10 -2%
MA
160
Montag & Associates
Georgia
$54.2K -$22.2K -195 -29%
EWM
161
Evermay Wealth Management
Virginia
$46.3K – – –
FDCDDQ
162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.6K – – –
ADL
163
Asset Dedication LLC
California
$43.9K – – –
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$37K +$11.6K +102 +46%
BCA
165
Bray Capital Advisors
Florida
$36.9K – – –
BCWM
166
Bartlett & Co Wealth Management
Ohio
$35.9K -$3.42K -30 -9%
TCM
167
TruNorth Capital Management
Michigan
$35.2K – – –
NP
168
NorthRock Partners
Minnesota
$26.8K – – –
HI
169
Harbour Investments
Wisconsin
$22.1K +$22.1K +194 New
CAL
170
Capital Analysts LLC
Pennsylvania
$20K -$910K -7,830 -98%
ACA
171
Aptus Capital Advisors
Alabama
$19.6K +$19.6K +172 New
GWANC
172
Guardian Wealth Advisors (North Carolina)
North Carolina
$19.6K +$19.6K +172 New
TCOV
173
Trust Company of Vermont
Vermont
$19.2K – – –
CAS
174
Coppell Advisory Solutions
Texas
$13K +$13K +114 New
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$12.2K -$6.84K -60 -36%
5 6
7
8 9