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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
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$2.91M +$273K +1,647 +10%
WCM
52
Weber Capital Management
California
$2.87M – – –
TYCC
53
Texas Yale Capital Corp
Florida
$2.86M -$24.9K -150 -0.8%
HighTower Advisors
54
HighTower Advisors
Illinois
$2.83M +$805K +4,852 +38%
KCM
55
Kendall Capital Management
Maryland
$2.78M +$35K +211 +1%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$2.72M -$18.6K -112 -0.7%
EA
57
Efficient Advisors
Ohio
$2.55M -$244K -1,469 -8%
CWMGP
58
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.38M +$2.48M +14,930 New
MCM
59
M1 Capital Management
Michigan
$2.32M -$125K -753 -5%
EAM
60
Evanson Asset Management
California
$2.28M +$1.16K +7 +0%
ITIM
61
Indiana Trust & Investment Management
Indiana
$2.21M – – –
BPA
62
Beacon Pointe Advisors
California
$2.04M -$547K -3,295 -21%
NA
63
NewEdge Advisors
Louisiana
$2.03M +$1.77M +10,667 +524%
RIM
64
Rockbridge Investment Management
New York
$2.02M -$105K -635 -5%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$1.99M +$356K +2,147 +20%
FIA
66
Foundations Investment Advisors
Arizona
$1.95M +$985K +5,935 +94%
GFG
67
Genesis Financial Group
New Jersey
$1.8M +$1.15M +6,925 +158%
EWM
68
Endowment Wealth Management
Wisconsin
$1.77M +$99.7K +601 +6%
GIA
69
GHP Investment Advisors
Colorado
$1.75M +$829 +5 +0%
C
70
Certuity
Florida
$1.6M -$2.32K -14 -0.1%
LFA
71
Level Financial Advisors
New York
$1.59M -$2.65K -16 -0.2%
JIR
72
James Investment Research
Ohio
$1.5M – – –
RVM
73
Robinson Value Management
Texas
$1.48M +$1.54M +9,265 New
Lido Advisors
74
Lido Advisors
California
$1.43M +$449K +2,708 +43%
MFT
75
Moisand Fitzgerald Tamayo
Florida
$1.42M – – –
1 2
3
4 5

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.