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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
CIA
76
Concurrent Investment Advisors
Florida
$891K +$829K +5,978 New
Raymond James Financial
77
Raymond James Financial
Florida
$864K +$13.3K +96 +2%
KAS
78
Kestra Advisory Services
Texas
$847K -$46.3K -334 -6%
EIP
79
Ellis Investment Partners
Pennsylvania
$844K -$12.1K -87 -2%
DFA
80
Davies Financial Advisors
California
$824K -$40.5K -292 -5%
JGIA
81
Jackson Grant Investment Advisers
Connecticut
$821K +$1.53K +11 +0.2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$816K -$125K -900 -14%
WMG
83
WESCAP Management Group
California
$780K -$54.5K -393 -7%
Lido Advisors
84
Lido Advisors
California
$760K +$139 +1 +0%
CIA
85
Capital Investment Advisors
Georgia
$751K -$1.25K -9 -0.2%
VCP
86
Vista Capital Partners
Oregon
$744K – – –
AF
87
Allworth Financial
California
$719K -$13.9K -100 -2%
SWA
88
Stratos Wealth Advisors
Ohio
$716K +$667K +4,805 New
KWS
89
Keystone Wealth Services
California
$707K +$657K +4,739 New
BFO
90
Biltmore Family Office
North Carolina
$695K -$196K -1,416 -23%
OCM
91
One Capital Management
California
$691K -$899K -6,477 -58%
EF
92
Empowered Funds
Pennsylvania
$681K +$67K +483 +12%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$670K -$125K -898 -17%
AI
94
Atria Investments
North Carolina
$659K +$613K +4,419 New
Legacy Financial Group (Iowa)
95
Legacy Financial Group (Iowa)
Iowa
$659K – – –
CCFM
96
Clear Creek Financial Management
Washington
$644K -$46.5K -335 -7%
GFG
97
Goldstone Financial Group
Illinois
$639K +$595K +4,289 New
Fidelity International
98
Fidelity International
Bermuda
$630K – – –
HF
99
HRT Financial
New York
$625K +$31.5K +227 +6%
BAMG
100
Brand Asset Management Group
Missouri
$614K – – –
2 3
4
5 6

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.