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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 %
RWPA
201
Richard W. Paul & Associates
Michigan
$8.63K – – –
HIA
202
Harbor Investment Advisory
Maryland
$8.63K – – –
WTC
203
WhitTier Trust Company
Nevada
$8.02K – – –
NA
204
NewEdge Advisors
Louisiana
$7.4K +$7.4K +60 New
CFD
205
Creative Financial Designs
Indiana
$6.22K – – –
SIC
206
Salem Investment Counselors
North Carolina
$4.32K – – –
RI
207
Ridgewood Investments
New Jersey
$3.21K – – –
AssetMark Inc
208
AssetMark Inc
California
$2.96K +$2.71K +22 +1,100%
CA
209
Continuum Advisory
Idaho
$2.76K +$2.76K +21 New
MIA
210
MeadowBrook Investment Advisors
Michigan
$2.1K – – –
AF
211
Advisornet Financial
Minnesota
$2.1K – – –
NS
212
NBC Securities
Alabama
$2K – – –
AW
213
Avion Wealth
Texas
$2K – – –
PFBT
214
Parkside Financial Bank & Trust
Missouri
$1.23K +$1.23K +10 New
GWSG
215
GPS Wealth Strategies Group
Colorado
$869 – – –
TRCT
216
Tower Research Capital (TRC)
New York
$863 +$616 +5 +250%
MRCM
217
M&R Capital Management
New Jersey
$632 +$632 +5 New
AWM
218
Aspire Wealth Management
Massachusetts
$521 – – –
MAM
219
Marquette Asset Management
Minnesota
$370 – – –
TWC
220
TD Waterhouse Canada
Ontario, Canada
$121 – – –
Legacy Financial Group (Iowa)
221
Legacy Financial Group (Iowa)
Iowa
– -$517K -4,532 Closed
DAS
222
Dynamic Advisor Solutions
Arizona
– -$403K -3,539 Closed
GLLW
223
Graves Light Lenhart Wealth
Virginia
– -$351K -3,101 Closed
TSS
224
Two Sigma Securities
New York
– -$260K -2,278 Closed
TFA
225
Toth Financial Advisory
Virginia
– -$135K -1,185 Closed
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