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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 %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$63.5M +$2.33M +20,426 +4%
Corient Private Wealth
2
Corient Private Wealth
Florida
$26.5M -$456 -4 -0%
Bank of America
3
Bank of America
North Carolina
$24.9M +$1.04M +9,080 +4%
AA
4
Alesco Advisors
New York
$20.4M -$117K -1,030 -0.6%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$17.5M -$1.17M -9,866 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12M +$2.99M +26,197 +33%
HHGA
7
Halbert Hargrove Global Advisors
California
$11.9M -$330K -2,897 -3%
EWM
8
Empirical Wealth Management
Washington
$11.2M -$453K -3,978 -4%
CPIG
9
Chicago Partners Investment Group
Illinois
$10.1M +$124K +977 +1%
Morgan Stanley
10
Morgan Stanley
New York
$9.98M +$155K +1,363 +2%
DBIA
11
Dumont & Blake Investment Advisors
New Jersey
$9.43M +$4.76M +41,789 +102%
AAS
12
Avantax Advisory Services
Texas
$8.93M -$2.41M -21,120 -21%
Wells Fargo
13
Wells Fargo
California
$8.8M -$361K -3,170 -4%
AFG
14
Arkansas Financial Group
Arkansas
$8.05M -$1.55M -13,581 -16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.53M +$441K +3,865 +6%
SC
16
Schoolcraft Capital
Colorado
$7.42M +$468K +4,101 +7%
UBS Group
17
UBS Group
Switzerland
$7.24M -$184K -1,611 -2%
Creative Planning
18
Creative Planning
Kansas
$6.99M -$1.09M -9,518 -13%
OCM
19
One Capital Management
California
$6.71M -$29.4M -257,504 -81%
FRA
20
Frank Rimerman Advisors
California
$5.61M +$4.33K +38 +0.1%
Goldman Sachs
21
Goldman Sachs
New York
$5.47M +$29.2K +256 +0.5%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$5.17M -$190K -1,670 -4%
MOACM
23
Mutual of America Capital Management
New York
$5.15M -$223K -1,954 -4%
Citadel Advisors
24
Citadel Advisors
Florida
$5.05M +$4.49M +39,343 +798%
SMC
25
Smith, Moore & Co
Missouri
$4.96M +$26.6K +233 +0.5%
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