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iShares Micro-Cap ETF

207 hedge funds and large institutions have $409M invested in iShares Micro-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-29
Holders Change %
-12.29%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
54
Reduced
70
Closed
42
Calls
$1.02M
Puts
$144K
Net Calls
+$879K
Net Calls Change
-$516K
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
51
Evanson Asset Management
California
$1.5M +$998 +9 +0.1%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$1.48M +$151K +1,357 +11%
OCM
53
One Capital Management
California
$1.4M -$384K -3,466 -22%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.38M -$637K -5,735 -32%
SA
55
SFI Advisors
New Jersey
$1.35M +$21.8K +197 +2%
EWM
56
Endowment Wealth Management
Wisconsin
$1.28M +$202K +1,817 +19%
GIA
57
GHP Investment Advisors
Colorado
$1.26M -$8.98K -81 -0.7%
AIM
58
Archer Investment Management
Texas
$1.23M -$174K -1,573 -12%
LFA
59
Level Financial Advisors
New York
$1.12M -$7.43K -67 -0.7%
C
60
Certuity
Florida
$1.1M +$2.55K +23 +0.2%
KFG
61
Kelly Financial Group
Connecticut
$1.07M -$187K -1,687 -15%
MFT
62
Moisand Fitzgerald Tamayo
Florida
$1.07M -$47.7K -430 -4%
Raymond James Financial
63
Raymond James Financial
Florida
$1.05M -$43.6K -393 -4%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$1.04M -$29.3K -264 -3%
DFA
65
Davies Financial Advisors
California
$1.02M +$79.1K +713 +8%
PWA
66
Physician Wealth Advisors
Utah
$982K -$45.7K -412 -4%
BFO
67
Biltmore Family Office
North Carolina
$947K -$27.7K -250 -3%
MWM
68
Modera Wealth Management
New Jersey
$886K -$41K -370 -4%
UFAC
69
Urban Financial Advisory Corp
Illinois
$879K +$46.5K +419 +6%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$869K -$12.6K -112 -1%
Mariner
71
Mariner
Kansas
$852K +$14.6K +132 +2%
SIS
72
Sound Income Strategies
Florida
$790K -$10.1K -91 -1%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$718K +$1.55K +14 +0.2%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$708K +$216K +1,946 +44%
EIP
75
Ellis Investment Partners
Pennsylvania
$692K -$17K -153 -2%