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iShares Micro-Cap ETF

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: 206226 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
LI
51
LVZ Inc
Michigan
$2.1M -$76.3K -550 -4%
GRP
52
Global Retirement Partners
California
$2.09M +$1.65M +11,909 +562%
Osaic Holdings
53
Osaic Holdings
Arizona
$2.07M +$343K +2,475 +21%
ITIM
54
Indiana Trust & Investment Management
Indiana
$2.06M
EAM
55
Evanson Asset Management
California
$2.04M +$20.8K +150 +1%
Two Sigma Investments
56
Two Sigma Investments
New York
$1.8M +$819K +5,900 +95%
AIM
57
Archer Investment Management
Texas
$1.78M -$16.6K -120 -1%
GIA
58
GHP Investment Advisors
Colorado
$1.6M -$42.5K -306 -3%
C
59
Certuity
Florida
$1.49M +$7.77K +56 +0.6%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$1.49M +$210K +1,512 +18%
LFA
61
Level Financial Advisors
New York
$1.49M +$83.7K +603 +6%
OAS
62
Optivise Advisory Services
Tennessee
$1.38M +$1.29M +9,265 New
MFT
63
Moisand Fitzgerald Tamayo
Florida
$1.38M
SA
64
SFI Advisors
New Jersey
$1.3M -$143K -1,031 -11%
PWA
65
Physician Wealth Advisors
Utah
$1.27M -$66.2K -477 -5%
Mariner
66
Mariner
Kansas
$1.17M +$51.5K +371 +5%
FFN
67
Focus Financial Network
Minnesota
$1.1M +$1.02M +7,370 New
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$1.07M +$303K +2,187 +45%
DWS
69
Discipline Wealth Solutions
South Carolina
$1.06M +$401K +2,890 +69%
MWM
70
Modera Wealth Management
New Jersey
$971K -$205K -1,475 -18%
AQR Capital Management
71
AQR Capital Management
Connecticut
$965K +$159K +1,148 +22%
Capstone Investment Advisors
72
Capstone Investment Advisors
New York
$954K +$888K +6,401 New
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$940K -$32.5K -234 -4%
HP
74
Haven Private
Florida
$905K
FIA
75
Foundations Investment Advisors
Arizona
$898K +$112K +806 +15%

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.