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iShares Micro-Cap ETF
IWC

226 hedge funds and large institutions have $578M invested in iShares Micro-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $626K

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

27% more capital invested

Capital invested by funds: $455M → $578M (+$123M)

10% more funds holding

Funds holding: 206 → 226 (+20)

3.3% more ownership

Funds ownership: 55.1% → 58.4% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

24% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 67

Holders
226
Holders Change
+20
Holders Change %
+9.71%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
51
Reduced
67
Closed
15
Calls
$2.61M
Puts
$626K
Net Calls
+$1.98M
Net Calls Change
-$774K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$41.6M
2
TCM
TABR Capital Management
California
+$17.8M
3
LPL Financial
LPL Financial
California
+$10M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.52M
5
NG
Norden Group
Utah
+$6.56M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$10.2M
2
Morgan Stanley
Morgan Stanley
New York
-$9.78M
3
GS
GTS Securities
New York
-$6.01M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.17M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$4.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
26
Dumont & Blake Investment Advisors
New Jersey
$6.16M +$3.47K +25 +0.1%
JP Morgan Chase
27
JP Morgan Chase
New York
$5.88M -$296K -2,131 -5%
MMRF
28
Michelson Medical Research Foundation
California
$5.28M – – –
FF
29
Finley Financial
Nevada
$4.94M -$27.1K -195 -0.6%
WP
30
WealthShield Partners
North Carolina
$4.17M -$299K -2,157 -7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.12M -$5.17M -37,292 -57%
JIC
32
Johnson Investment Counsel
Ohio
$3.86M -$24.6K -177 -0.7%
Citadel Advisors
33
Citadel Advisors
Florida
$3.62M -$656K -4,728 -16%
RIA
34
Regal Investment Advisors
Michigan
$3.42M -$43K -310 -1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.17M +$1.8M +12,945 +156%
NFW
36
Noble Family Wealth
Florida
$3.1M -$10.7K -77 -0.4%
IFWM
37
Institute for Wealth Management
Colorado
$2.98M -$28.6K -206 -1%
EA
38
Efficient Advisors
Ohio
$2.93M -$526K -3,793 -16%
SI
39
Stephens Inc
Arkansas
$2.88M – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.75M +$629K +4,531 +33%
CTA
41
Camelot Technology Advisors
California
$2.63M -$532K -3,835 -18%
KCM
42
Kendall Capital Management
Maryland
$2.55M -$78.4K -565 -3%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$2.46M +$313K +2,257 +16%
MCM
44
M1 Capital Management
Michigan
$2.44M -$147K -1,060 -6%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.43M +$66.5K +479 +3%
TYCC
46
Texas Yale Capital Corp
Florida
$2.27M +$83.2K +600 +4%
EWM
47
Endowment Wealth Management
Wisconsin
$2.26M +$253K +1,823 +14%
AC
48
Annandale Capital
Texas
$2.21M -$157K -1,129 -71%
DSCM
49
Del-Sette Capital Management
New York
$2.18M +$2.03M +14,619 New
RIM
50
Rockbridge Investment Management
New York
$2.15M +$3.19K +23 +0.2%
1
2
3 4 5

IWC Hedge Fund Activity: Q3 2025 in Review

226 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q3 2025, worth a combined $578M — up 27% from $455M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IWC positions and 15 closed out — a net gain of 25 holders — while 51 added to existing stakes and 67 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $41.6M. The largest seller was 1832 Asset Management, cutting an estimated $10.2M.

  • 226 institutional investors held iShares Micro-Cap ETF (IWC) as of Q3 2025, up from 206 in Q2 2025.
  • Funds reported $578M of iShares Micro-Cap ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 40 funds opened new iShares Micro-Cap ETF positions in Q3 2025 and 15 closed out, a net change of +25 holders.
  • The largest iShares Micro-Cap ETF buyer in Q3 2025 was Goldman Sachs, an estimated $41.6M added.
  • The largest iShares Micro-Cap ETF seller in Q3 2025 was 1832 Asset Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2025.