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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 %
TWC
201
TD Waterhouse Canada
Ontario, Canada
$113 +$113 +1 New
HCA
202
Heck Capital Advisors
Wisconsin
– -$5.01M -41,359 Closed
NIP
203
Nicholas Investment Partners
California
– -$1.85M -15,251 Closed
KWM
204
Koa Wealth Management
California
– -$1.17M -9,652 Closed
Capstone Investment Advisors
205
Capstone Investment Advisors
New York
– -$970K -8,001 Closed
NA
206
NewEdge Advisors
Louisiana
– -$410K -3,380 Closed
NL
207
NWAM LLC
Washington
– -$269K -2,286 Closed
MA
208
Mutual Advisors
Nebraska
– -$274K -2,261 Closed
TFG
209
Tilson Financial Group
New Jersey
– -$256K -2,110 Closed
WA
210
WP Advisors
California
– -$250K -2,060 Closed
BDWCC
211
B&D White Capital Company
Texas
– -$244K -2,012 Closed
NFC
212
Northeast Financial Consultants
Connecticut
– -$242K -2,000 Closed
WAP
213
Wealthcare Advisory Partners
Pennsylvania
– -$241K -1,990 Closed
BI
214
Berkeley Inc
Idaho
– -$234K -1,932 Closed
EGA
215
Eagle Global Advisors
Texas
– -$212K -1,750 Closed
WB
216
WesBanco Bank
West Virginia
– -$210K -1,735 Closed
HKAM
217
Horizon Kinetics Asset Management
New York
– -$208K -1,720 Closed
CA
218
CoreCap Advisors
Michigan
– -$166K -1,372 Closed
FFA
219
Founders Financial Alliance
North Carolina
– -$10.3K -85 Closed
YAL
220
Your Advocates Ltd
Texas
– -$3.39K -28 Closed
CA
221
Continuum Advisory
Idaho
– -$2.49K -21 Closed
SPIA
222
Steward Partners Investment Advisory
New York
– -$364 -3 Closed
First Manhattan
223
First Manhattan
New York
– -$363 -3 Closed
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