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iShares Micro-Cap ETF
IWC

265 hedge funds and large institutions have $744M invested in iShares Micro-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

502% more call options, than puts

Call options by funds: $6.43M | Put options by funds: $1.07M

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $683M → $744M (+$61.2M)

3% more funds holding

Funds holding: 258 → 265 (+7)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 75

2.46% less ownership

Funds ownership: 63.43% → 60.97% (-2.5%)

Holders
265
Holders Change
+7
Holders Change %
+2.71%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
49
Increased
70
Reduced
75
Closed
34
Calls
$6.43M
Puts
$1.07M
Net Calls
+$5.36M
Net Calls Change
+$4.31M

Top Buyers

Rank Fund Capital Flow
1
WT
Whittier Trust
California
+$33.7M
2
WTC
WhitTier Trust Company
Nevada
+$15.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.7M
4
Morgan Stanley
Morgan Stanley
New York
+$9.49M
5
PAS
Park Avenue Securities
New York
+$8.2M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$30.4M
2
TCM
TABR Capital Management
California
-$15.7M
3
KWM
Kingsview Wealth Management
Oregon
-$6.76M
4
Fidelity International
Fidelity International
Bermuda
-$4.98M
5
RHJA
Rice Hall James & Associates
California
-$4.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
251
Horizon Investments
North Carolina
$5.43K +$5.64K +34 New
MWM
252
Mosley Wealth Management
California
$4.03K +$4.48K +27 New
TCM
253
Triumph Capital Management
Colorado
$3.1K – – –
AW
254
Avion Wealth
Texas
$3K – – –
GJIA
255
Glass Jacobson Investment Advisors
Maryland
$2.81K +$2.99K +18 New
AF
256
Advisornet Financial
Minnesota
$2.71K – – –
NS
257
NBC Securities
Alabama
$2.71K – – –
WAS
258
Winch Advisory Services
Wisconsin
$2.23K – – –
APW
259
Aventura Private Wealth
Florida
$1.6K +$1.66K +10 New
EB
260
Eastern Bank
Massachusetts
$1.28K +$1.33K +8 New
TRCT
261
Tower Research Capital (TRC)
New York
$1.28K +$1.33K +8 New
ACM
262
Accent Capital Management
Ohio
$958 +$995 +6 New
CFO
263
CVA Family Office
Colorado
$319 – – –
TWC
264
TD Waterhouse Canada
Ontario, Canada
$161 – – –
Citigroup
265
Citigroup
New York
$160 +$166 +1 New
RHJA
266
Rice Hall James & Associates
California
– -$4.53M -28,750 Closed
LI
267
LVZ Inc
Michigan
– -$1.69M -10,687 Closed
OAS
268
Optivise Advisory Services
Tennessee
– -$1.42M -9,027 Closed
Capstone Investment Advisors
269
Capstone Investment Advisors
New York
– -$1.01M -6,401 Closed
CIA
270
Concurrent Investment Advisors
Florida
– -$983K -6,231 Closed
BRWA
271
B. Riley Wealth Advisors
Florida
– -$777K -4,926 Closed
HF
272
HRT Financial
New York
– -$725K -4,601 Closed
WAP
273
Wealthcare Advisory Partners
Pennsylvania
– -$722K -4,578 Closed
AI
274
Atria Investments
North Carolina
– -$693K -4,392 Closed
GFG
275
Goldstone Financial Group
Illinois
– -$674K -4,276 Closed
8 9 10
11
12

IWC Hedge Fund Activity: Q1 2026 in Review

265 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q1 2026, worth a combined $744M — up 9% from $683M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IWC positions and 34 closed out — a net gain of 15 holders — while 70 added to existing stakes and 75 trimmed.

The largest buyer was Whittier Trust, adding an estimated $33.7M. The largest seller was Corient Private Wealth, cutting an estimated $30.4M.

  • 265 institutional investors held iShares Micro-Cap ETF (IWC) as of Q1 2026, up from 258 in Q4 2025.
  • Funds reported $744M of iShares Micro-Cap ETF stock for Q1 2026, up 9% quarter-over-quarter.
  • 49 funds opened new iShares Micro-Cap ETF positions in Q1 2026 and 34 closed out, a net change of +15 holders.
  • The largest iShares Micro-Cap ETF buyer in Q1 2026 was Whittier Trust, an estimated $33.7M added.
  • The largest iShares Micro-Cap ETF seller in Q1 2026 was Corient Private Wealth, an estimated $30.4M sold.

Based on aggregated 13F filings for Q1 2026.