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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 %
MAM
101
Milestone Asset Management
Pennsylvania
$349K -$184K -1,655 -35%
NCM
102
Next Capital Management
New York
$346K
CIA
103
Compass Ion Advisors
Pennsylvania
$344K -$33.4K -301 -9%
KeyBank National Association
104
KeyBank National Association
Ohio
$334K
AA
105
Ancora Advisors
Ohio
$333K -$38.9K -351 -10%
FWTB
106
First Western Trust Bank
Colorado
$327K
FWP
107
Family Wealth Partners
North Carolina
$315K -$2.22K -20 -0.7%
CPA
108
Cardiff Park Advisors
California
$308K
DWS
109
Discipline Wealth Solutions
South Carolina
$305K +$8.21K +74 +3%
MML Investors Services
110
MML Investors Services
Massachusetts
$292K +$10.2K +92 +4%
GPA
111
Garrison Point Advisors
California
$287K
TIAA Trust, National Association
112
TIAA Trust, National Association
North Carolina
$278K -$12.4K -112 -4%
BHWM
113
Beaird Harris Wealth Management
Texas
$269K -$1.22K -11 -0.5%
SAM
114
Silvercrest Asset Management
New York
$269K -$47.7K -430 -15%
CFP
115
Cascade Financial Partners
California
$260K
AWS
116
Atria Wealth Solutions
New York
$259K -$375K -3,384 -59%
BFO
117
Boston Family Office
Massachusetts
$259K
KPWG
118
KFA Private Wealth Group
Virginia
$254K +$254K +2,287 New
NL
119
NWAM LLC
Washington
$254K
DA
120
Doliver Advisors
Texas
$246K -$3.99K -36 -2%
JPLA
121
Joseph P. Lucia & Associates
New York
$237K
CGA
122
Crescent Grove Advisors
Illinois
$232K
DWM
123
David Wealth Management
Virginia
$229K
BHBT
124
Burke & Herbert Bank & Trust
Virginia
$227K
FHA
125
First Horizon Advisors
Tennessee
$224K +$34.7K +313 +18%