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iShares Micro-Cap ETF

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: 258265 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$7.21M +$6.36M +38,335 +560%
MFG
27
Merit Financial Group
Georgia
$6.87M +$7.15M +43,071 New
Raymond James Financial
28
Raymond James Financial
Florida
$6.71M +$1.73M +10,433 +33%
AA
29
Alesco Advisors
New York
$6.67M -$273K -1,647 -4%
DBIA
30
Dumont & Blake Investment Advisors
New Jersey
$6.21M -$292K -1,760 -4%
NG
31
Norden Group
Utah
$6.17M -$1.21M -7,305 -16%
JP Morgan Chase
32
JP Morgan Chase
New York
$5.96M -$40.1K -242 -0.6%
Citadel Advisors
33
Citadel Advisors
Florida
$5.76M +$5.98M +36,069 New
MMRF
34
Michelson Medical Research Foundation
California
$5.65M
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$5.21M +$413K +2,487 +8%
FF
36
Finley Financial
Nevada
$5.15M -$33.2K -200 -0.6%
HCA
37
Heck Capital Advisors
Wisconsin
$5.07M +$5.27M +31,743 New
Fidelity International
38
Fidelity International
Bermuda
$4.99M -$4.98M -30,000 -49%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$4.54M +$1.3M +7,862 +38%
JIC
40
Johnson Investment Counsel
Ohio
$4.22M +$146K +881 +3%
PCMM
41
Piedmont Capital Management (Montana)
Montana
$3.91M +$3.96M +23,888 New
TCM
42
TABR Capital Management
California
$3.9M -$15.7M -94,357 -79%
WP
43
WealthShield Partners
North Carolina
$3.68M +$73.3K +442 +2%
RIA
44
Regal Investment Advisors
Michigan
$3.46M +$166 +1 +0%
Jane Street
45
Jane Street
New York
$3.44M +$3.58M +21,573 New
NFW
46
Noble Family Wealth
Florida
$3.35M -$54.6K -329 -2%
IFWM
47
Institute for Wealth Management
Colorado
$3.2M -$5.64K -34 -0.2%
Osaic Holdings
48
Osaic Holdings
Arizona
$3.13M +$44.5K +268 +1%
SI
49
Stephens Inc
Arkansas
$3.04M
CTA
50
Camelot Technology Advisors
California
$3M +$10.3K +62 +0.3%

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.