IWC icon

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 %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$66.2M -$2.45M -19,862 -4%
Corient Private Wealth
2
Corient Private Wealth
Florida
$29.5M +$910K +7,379 +3%
Bank of America
3
Bank of America
North Carolina
$28.3M +$1.36M +10,998 +5%
AA
4
Alesco Advisors
New York
$21.7M -$315K -2,553 -1%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$17.2M -$1.09M -8,867 -6%
EWM
6
Empirical Wealth Management
Washington
$12.6M +$538K +4,362 +4%
HHGA
7
Halbert Hargrove Global Advisors
California
$12.4M -$425K -3,446 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.8M -$1.24M -10,073 -10%
Morgan Stanley
9
Morgan Stanley
New York
$10.4M -$365K -2,961 -3%
CPIG
10
Chicago Partners Investment Group
Illinois
$10.1M +$193K +1,545 +2%
Wells Fargo
11
Wells Fargo
California
$9.7M +$181K +1,468 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.01M +$869K +7,046 +11%
AAS
13
Avantax Advisory Services
Texas
$8.87M -$789K -6,400 -8%
SC
14
Schoolcraft Capital
Colorado
$7.98M -$52.2K -423 -0.6%
UBS Group
15
UBS Group
Switzerland
$7.79M -$38.8K -315 -0.5%
AFG
16
Arkansas Financial Group
Arkansas
$7.68M -$1.03M -8,386 -12%
Creative Planning
17
Creative Planning
Kansas
$7.32M -$245K -1,990 -3%
ST
18
Sentinel Trust
Texas
$7.09M +$2.92M +23,700 +70%
FRA
19
Frank Rimerman Advisors
California
$6.79M +$725K +5,875 +12%
LPL Financial
20
LPL Financial
California
$6.27M +$2.81M +22,749 +81%
Goldman Sachs
21
Goldman Sachs
New York
$5.91M – – –
SMC
22
Smith, Moore & Co
Missouri
$5.63M +$258K +2,089 +5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$5.56M -$32.1K -260 -0.6%
DBIA
24
Dumont & Blake Investment Advisors
New Jersey
$5.09M -$5.12M -41,487 -50%
PAS
25
Park Avenue Securities
New York
$4.89M +$90.2K +731 +2%
1
2 3 4 5