IWC icon

iShares Micro-Cap ETF

220 hedge funds and large institutions have $576M invested in iShares Micro-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.08% more ownership

Funds ownership: 55.1%58.18% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.61M
Puts
$626K
Net Calls
Net Calls Change

Top Buyers

1 +$44.7M
2 +$19.2M
3 +$10.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
NG
Norden Group
Utah
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
26
Dumont & Blake Investment Advisors
New Jersey
$6.16M
JP Morgan Chase
27
JP Morgan Chase
New York
$5.88M
MMRF
28
Michelson Medical Research Foundation
California
$5.28M
FF
29
Finley Financial
Nevada
$4.94M
WP
30
WealthShield Partners
North Carolina
$4.17M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.12M
JIC
32
Johnson Investment Counsel
Ohio
$3.86M
Citadel Advisors
33
Citadel Advisors
Florida
$3.62M
RIA
34
Regal Investment Advisors
Michigan
$3.42M
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.17M
NFW
36
Noble Family Wealth
Florida
$3.1M
IFWM
37
Institute for Wealth Management
Colorado
$2.98M
EA
38
Efficient Advisors
Ohio
$2.93M
SI
39
Stephens Inc
Arkansas
$2.88M
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.75M
CTA
41
Camelot Technology Advisors
California
$2.63M
KCM
42
Kendall Capital Management
Maryland
$2.55M
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$2.46M
MCM
44
M1 Capital Management
Michigan
$2.44M
HighTower Advisors
45
HighTower Advisors
Illinois
$2.43M
TYCC
46
Texas Yale Capital Corp
Florida
$2.27M
EWM
47
Endowment Wealth Management
Wisconsin
$2.26M
AC
48
Annandale Capital
Texas
$2.21M
DSCM
49
Del-Sette Capital Management
New York
$2.18M
RIM
50
Rockbridge Investment Management
New York
$2.15M