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iShares Micro-Cap ETF

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

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:

3.3% more ownership

Funds ownership: 55.1%58.4% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

24% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 67

Holders
226
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
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
126
Beaird Harris Wealth Management
Texas
$362K
Bank of New York Mellon
127
Bank of New York Mellon
New York
$362K
CIA
128
Compass Ion Advisors
Pennsylvania
$357K
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$355K
FFL
130
Future Fund LLC
Illinois
$354K
TIAA Trust, National Association
131
TIAA Trust, National Association
North Carolina
$350K
BFO
132
Boston Family Office
Massachusetts
$348K
SGFG
133
Silver Grove Financial Group
New York
$345K
KPWG
134
KFA Private Wealth Group
Virginia
$341K
MA
135
Mutual Advisors
Nebraska
$337K
DA
136
Doliver Advisors
Texas
$329K
SAM
137
Silvercrest Asset Management
New York
$324K
CGA
138
Crescent Grove Advisors
Illinois
$312K
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$307K
WIA
140
World Investment Advisors
California
$306K
BHBT
141
Burke & Herbert Bank & Trust
Virginia
$306K
FHC
142
First Horizon Corporation
Tennessee
$301K
NL
143
NWAM LLC
Washington
$298K
AGC
144
Aspen Grove Capital
Colorado
$292K
TFG
145
Tilson Financial Group
New Jersey
$278K
JPLA
146
Joseph P. Lucia & Associates
New York
$278K
JIC
147
Joel Isaacson & Co
New York
$271K
CMMS
148
Comprehensive Money Management Services
Florida
$265K
PGA
149
Portland Global Advisors
Maine
$264K
WBCM
150
Wilson & Boucher Capital Management
California
$259K