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iShares Micro-Cap ETF
IWC

Overview Fund Activity

207 hedge funds and large institutions have $456M invested in iShares Micro-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
35
Reduced
79
Closed
24
Calls
$2.76M
Puts
–
Net Calls
+$2.76M
Net Calls Change
+$1.88M

Top Buyers

1
PAS
Park Avenue Securities
New York
$6.46M
2
EWM
Empirical Wealth Management
Washington
$18.7M
3
Barclays
Barclays
United Kingdom
$4.5M
4
GS
GTS Securities
New York
$6.01M
5
MCM
M1 Capital Management
Michigan
$2.23M

Top Sellers

1
PAG
Private Advisory Group
Washington
$0
2
Corient Private Wealth
Corient Private Wealth
Florida
$23.6M
3
Bank of America
Bank of America
North Carolina
$25.8M
4
Jane Street
Jane Street
New York
$0
5
Stifel Financial
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DBIA
26
Dumont & Blake Investment Advisors
New Jersey
$5.27M +$13.8K +108 +0.3%
MMRF
27
Michelson Medical Research Foundation
California
$4.52M – – –
Barclays
28
Barclays
United Kingdom
$4.5M +$3.86M +30,257 +606%
FF
29
Finley Financial
Nevada
$4.26M -$133K -1,040 -3%
WP
30
WealthShield Partners
North Carolina
$3.84M +$88.1K +690 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$3.71M -$1.24M -9,748 -25%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$3.53M -$186K -1,456 -5%
JIC
33
Johnson Investment Counsel
Ohio
$3.33M -$451K -3,534 -12%
EA
34
Efficient Advisors
Ohio
$3M -$13.7K -107 -0.5%
RIA
35
Regal Investment Advisors
Michigan
$2.97M -$25.7K -201 -0.9%
CTA
36
Camelot Technology Advisors
California
$2.74M -$195K -1,524 -7%
NFW
37
Noble Family Wealth
Florida
$2.67M +$436K +3,418 +20%
IFWM
38
Institute for Wealth Management
Colorado
$2.58M – – –
SI
39
Stephens Inc
Arkansas
$2.47M -$36.5K -286 -1%
Goldman Sachs
40
Goldman Sachs
New York
$2.43M -$894 -7 -0%
TFF
41
The Family Firm
Maryland
$2.34M +$103K +804 +5%
KCM
42
Kendall Capital Management
Maryland
$2.25M -$513K -4,021 -19%
MCM
43
M1 Capital Management
Michigan
$2.23M +$2.23M +17,430 New
HighTower Advisors
44
HighTower Advisors
Illinois
$2.02M -$466K -3,647 -19%
Osaic Holdings
45
Osaic Holdings
Arizona
$1.94M +$330K +2,532 +20%
LI
46
LVZ Inc
Michigan
$1.87M +$1.87M +14,637 New
TYCC
47
Texas Yale Capital Corp
Florida
$1.87M -$385K -3,018 -17%
RIM
48
Rockbridge Investment Management
New York
$1.84M +$2.81K +22 +0.2%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$1.82M +$115K +902 +7%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.78M -$145K -1,132 -8%
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