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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
MSAM
151
Moloney Securities Asset Management
Missouri
$247K
CCAL
152
City Center Advisors LLC
Michigan
$246K
FFM
153
Forum Financial Management
Illinois
$244K
CA
154
CoreCap Advisors
Michigan
$244K
GSC
155
Ground Swell Capital
South Carolina
$244K
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$229K
TA
157
TFB Advisors
Kansas
$226K
CCWM
158
Cassaday & Co Wealth Management
Virginia
$226K
SWTS
159
Stonehaven Wealth & Tax Solutions
Wisconsin
$225K
GCA
160
Gradient Capital Advisors
California
$225K
IWC
161
Integrated Wealth Concepts
Massachusetts
$223K
AIS
162
American Investment Services
Massachusetts
$222K
EGA
163
Eagle Global Advisors
Texas
$216K
BCA
164
Ballentine Capital Advisors
South Carolina
$212K
Cerity Partners
165
Cerity Partners
New York
$209K
KWM
166
Kingsview Wealth Management
Oregon
$204K
BBHC
167
Brown Brothers Harriman & Co
New York
$195K
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$167K
Barclays
169
Barclays
United Kingdom
$162K
ASN
170
Advisory Services Network
Georgia
$160K
AWM
171
Angeles Wealth Management
California
$141K
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$133K
PA
173
Parallel Advisors
California
$123K
GWM
174
Geneos Wealth Management
Colorado
$112K
ACA
175
Aptus Capital Advisors
Alabama
$109K