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iShares Micro-Cap ETF
IWC

Overview Fund Activity

207 hedge funds and large institutions have $456M invested in iShares Micro-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
35
Reduced
79
Closed
24
Calls
$2.76M
Puts
–
Net Calls
+$2.76M
Net Calls Change
+$1.88M

Top Buyers

1
PAS
Park Avenue Securities
New York
+$6.46M
2
EWM
Empirical Wealth Management
Washington
+$4.1M
3
Barclays
Barclays
United Kingdom
+$3.86M
4
GS
GTS Securities
New York
+$3.69M
5
MCM
M1 Capital Management
Michigan
+$2.23M

Top Sellers

1
PAG
Private Advisory Group
Washington
-$8.57M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$4.96M
3
Bank of America
Bank of America
North Carolina
-$3.6M
4
Jane Street
Jane Street
New York
-$2.44M
5
Stifel Financial
Stifel Financial
Missouri
-$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
101
Founders Financial Securities
Maryland
$423K +$128 +1 +0%
THL
102
Tillman Hartley LLC
Colorado
$407K +$407K +3,185 New
SF
103
Summit Financial
New Jersey
$402K -$303K -2,373 -43%
NCM
104
Next Capital Management
New York
$399K – – –
TIM
105
Tortoise Investment Management
New York
$383K -$64.3K -504 -14%
AA
106
Ancora Advisors
Ohio
$383K – – –
FWTB
107
First Western Trust Bank
Colorado
$376K – – –
Bank of New York Mellon
108
Bank of New York Mellon
New York
$368K -$66.8K -523 -15%
FWP
109
Family Wealth Partners
North Carolina
$362K – – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$361K +$160K +1,250 +79%
CPA
111
Cardiff Park Advisors
California
$354K – – –
GPA
112
Garrison Point Advisors
California
$331K – – –
BHWM
113
Beaird Harris Wealth Management
Texas
$310K – – –
CIA
114
Compass Ion Advisors
Pennsylvania
$305K -$91.4K -716 -23%
FFL
115
Future Fund LLC
Illinois
$303K +$303K +2,377 New
TIAA Trust, National Association
116
TIAA Trust, National Association
North Carolina
$300K -$20.9K -164 -7%
BFO
117
Boston Family Office
Massachusetts
$298K – – –
KPWG
118
KFA Private Wealth Group
Virginia
$292K – – –
QCM
119
Quantinno Capital Management
New York
$292K +$292K +2,285 New
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$287K +$287K +2,246 New
DA
121
Doliver Advisors
Texas
$284K +$383 +3 +0.1%
SAM
122
Silvercrest Asset Management
New York
$278K -$31.9K -250 -10%
GRP
123
Global Retirement Partners
California
$271K +$271K +2,120 New
CGA
124
Crescent Grove Advisors
Illinois
$267K – – –
DWM
125
David Wealth Management
Virginia
$264K – – –
3 4
5
6 7