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iShares Micro-Cap ETF

220 hedge funds and large institutions have $576M invested in iShares Micro-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.08% more ownership

Funds ownership: 55.1%58.18% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.61M
Puts
$626K
Net Calls
Net Calls Change

Top Buyers

1 +$44.7M
2 +$19.2M
3 +$10.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
NG
Norden Group
Utah
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Concurrent Investment Advisors
Florida
$891K
Raymond James Financial
77
Raymond James Financial
Florida
$864K
KAS
78
Kestra Advisory Services
Texas
$847K
EIP
79
Ellis Investment Partners
Pennsylvania
$844K
DFA
80
Davies Financial Advisors
California
$824K
JGIA
81
Jackson Grant Investment Advisers
Connecticut
$821K
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$816K
WMG
83
WESCAP Management Group
California
$780K
Lido Advisors
84
Lido Advisors
California
$760K
CIA
85
Capital Investment Advisors
Georgia
$751K
VCP
86
Vista Capital Partners
Oregon
$744K
SWA
87
Stratos Wealth Advisors
Ohio
$716K
KWS
88
Keystone Wealth Services
California
$707K
BFO
89
Biltmore Family Office
North Carolina
$695K
OCM
90
One Capital Management
California
$691K
EF
91
Empowered Funds
Pennsylvania
$681K
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$670K
AI
93
Atria Investments
North Carolina
$659K
CCFM
94
Clear Creek Financial Management
Washington
$644K
GFG
95
Goldstone Financial Group
Illinois
$639K
Fidelity International
96
Fidelity International
Bermuda
$630K
HF
97
HRT Financial
New York
$625K
BAMG
98
Brand Asset Management Group
Missouri
$614K
NL
99
NVWM LLC
Pennsylvania
$604K
PBK
100
Peoples Bank (Kansas)
Kansas
$596K