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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
UFAC
101
Urban Financial Advisory Corp
Illinois
$583K
AIM
102
Acropolis Investment Management
Missouri
$575K
SWM
103
Sentinel Wealth Management
Virginia
$569K
KeyBank National Association
104
KeyBank National Association
Ohio
$550K
FPAS
105
Focus Partners Advisor Solutions
Missouri
$546K
MML Investors Services
106
MML Investors Services
Massachusetts
$522K
FFS
107
Founders Financial Securities
Maryland
$508K
QCM
108
Quantinno Capital Management
New York
$498K
NAM
109
NTV Asset Management
West Virginia
$493K
SWM
110
Spire Wealth Management
Virginia
$492K
WANY
111
Wealthspire Advisors (New York)
New York
$489K
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$485K
NCM
113
Next Capital Management
New York
$466K
AA
114
Ancora Advisors
Ohio
$448K
TIM
115
Tortoise Investment Management
New York
$443K
SF
116
Summit Financial
New Jersey
$441K
FWTB
117
First Western Trust Bank
Colorado
$439K
FWP
118
Family Wealth Partners
North Carolina
$423K
CPA
119
Cardiff Park Advisors
California
$413K
FFA
120
Farther Finance Advisors
California
$393K
GPA
121
Garrison Point Advisors
California
$386K
MAM
122
Milestone Asset Management
Pennsylvania
$379K
Fidelity Investments
123
Fidelity Investments
Massachusetts
$373K
BHWM
124
Beaird Harris Wealth Management
Texas
$362K
Bank of New York Mellon
125
Bank of New York Mellon
New York
$362K