iShares Micro-Cap ETF
204 hedge funds and large institutions have $435M invested in iShares Micro-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 22 closing their positions.
0.54% more ownership
Funds ownership: 54.47% → 55.01% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 64
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
3% less funds holding
Funds holding: 210 → 204 (-6)
47% less capital inflows, than outflows
Capital inflows: $34.2M | Capital outflows: $64.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
The Family Firm
Bethesda,
Maryland
|
+$5.85M |
| 2 |
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
+$4.82M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.54M |
| 4 |
Jane Street
New York
|
+$4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
One Capital Management
Westlake Village,
California
|
-$29.7M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.51M |
| 3 |
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$5.01M |
| 4 |
Avantax Advisory Services
Dallas,
Texas
|
-$2.43M |
| 5 |
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$1.85M |
IWC Hedge Fund Activity: Q2 2024 in Review
204 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q2 2024, worth a combined $435M — down 13% from $501M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of IWC and 20 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 63 added.
The largest buyer was The Family Firm, adding an estimated $5.85M. The largest seller was One Capital Management, cutting an estimated $29.7M.
- 204 institutional investors held iShares Micro-Cap ETF (IWC) as of Q2 2024, down from 210 in Q1 2024.
- Funds reported $435M of iShares Micro-Cap ETF stock for Q2 2024, down 13% quarter-over-quarter.
- 20 funds opened new iShares Micro-Cap ETF positions in Q2 2024 and 22 closed out, a net change of -2 holders.
- The largest iShares Micro-Cap ETF buyer in Q2 2024 was The Family Firm, an estimated $5.85M added.
- The largest iShares Micro-Cap ETF seller in Q2 2024 was One Capital Management, an estimated $29.7M sold.
Based on aggregated 13F filings for Q2 2024.