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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
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 %
IFAM
176
Institutional & Family Asset Management
Colorado
$11.3K – – –
DFA
177
DHJJ Financial Advisors
Illinois
$10.1K – – –
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$9.69K – – –
SIS
179
Sound Income Strategies
Florida
$9.63K +$9.63K +84 New
PCFFS
180
Pacific Center for Financial Services
California
$9.01K -$15.8K -139 -64%
CA
181
Clearstead Advisors
Ohio
$9.01K – – –
Bessemer Group
182
Bessemer Group
New Jersey
$8K +$8K +69 New
RWPA
183
Richard W. Paul & Associates
Michigan
$7.98K – – –
HIA
184
Harbor Investment Advisory
Maryland
$7.98K – – –
WTC
185
WhitTier Trust Company
Nevada
$7.41K – – –
CFD
186
Creative Financial Designs
Indiana
$5.73K -$10.3K -90 -64%
SIC
187
Salem Investment Counselors
North Carolina
$3.99K – – –
US Bancorp
188
US Bancorp
Minnesota
$3.31K +$3.31K +29 New
RI
189
Ridgewood Investments
New Jersey
$2.96K +$2.96K +26 New
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$2.74K -$61.2K -537 -96%
RWMG
191
Redwood Wealth Management Group
New Jersey
$2.28K +$2.28K +20 New
AW
192
Avion Wealth
Texas
$2K – – –
MIA
193
MeadowBrook Investment Advisors
Michigan
$1.94K – – –
AF
194
Advisornet Financial
Minnesota
$1.94K – – –
NS
195
NBC Securities
Alabama
$1K – – –
GWSG
196
GPS Wealth Strategies Group
Colorado
$800 +$800 +7 New
AWM
197
Aspire Wealth Management
Massachusetts
$480 – – –
MAM
198
Marquette Asset Management
Minnesota
$342 -$228 -2 -40%
AssetMark Inc
199
AssetMark Inc
California
$228 -$114 -1 -33%
TRCT
200
Tower Research Capital (TRC)
New York
$228 -$114 -1 -33%
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