We are live on ! Find out more
IWC icon

iShares Micro-Cap ETF

208 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, 55 increasing their positions, 70 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

610% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $144K

2.94% less ownership

Funds ownership: 54.28%51.34% (-2.9%)

12% less funds holding

Funds holding: 237208 (-29)

20% less capital invested

Capital invested by funds: $513M → $409M (-$104M)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

58% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 43

Holders
208
Holders Change
-29
Holders Change %
-12.24%
% of All Funds
2.79%
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
55
Reduced
70
Closed
43
Calls
$1.02M
Puts
$144K
Net Calls
+$879K
Net Calls Change
-$516K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
151
Russell Investments Group
United Kingdom
$72.8K +$249 +2 +0.3%
GWANC
152
Guardian Wealth Advisors (North Carolina)
North Carolina
$71K
MG
153
Mather Group
Illinois
$70.8K
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$63.6K -$249 -2 -0.3%
MA
155
Montag & Associates
Georgia
$52.7K
MCM
156
MAI Capital Management
Ohio
$52.2K +$11.6K +93 +25%
FFA
157
Frazier Financial Advisors
Ohio
$49.6K +$46.6K +374 +512%
Comerica Bank
158
Comerica Bank
Texas
$45.8K -$19.9K -160 -28%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$45.8K +$51.5K +413 New
EWM
160
Evermay Wealth Management
Virginia
$45K
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.4K
ADL
162
Asset Dedication LLC
California
$42.4K
BA
163
Bristlecone Advisors
Washington
$41.6K
PAIM
164
Punch & Associates Investment Management
Minnesota
$40.6K +$1.5K +12 +3%
HWM
165
Hemington Wealth Management
Virginia
$38K
AWM
166
AE Wealth Management
Kansas
$34.9K +$39.3K +315 New
TCM
167
TruNorth Capital Management
Michigan
$34.2K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$34K
SIM
169
Synergy Investment Management
Florida
$29.4K -$15.8K -127 -32%
Bessemer Group
170
Bessemer Group
New Jersey
$27K -$872 -7 -3%
NP
171
NorthRock Partners
Minnesota
$26.1K
ANBT
172
American National Bank & Trust
Texas
$23.2K +$26K +209 New
HI
173
Harbour Investments
Wisconsin
$21.5K
PWM
174
Parkworth Wealth Management
California
$21.2K
CI Investments Inc
175
CI Investments Inc
Ontario, Canada
$21K -$872 -7 -4%

IWC Hedge Fund Activity: Q1 2025 in Review

208 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q1 2025, worth a combined $409M — down 20% from $513M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IWC and 18 opened new positions — a net loss of 25 holders — while 70 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $11.8M. The largest seller was Alesco Advisors, cutting an estimated $13.6M.

  • 208 institutional investors held iShares Micro-Cap ETF (IWC) as of Q1 2025, down from 237 in Q4 2024.
  • Funds reported $409M of iShares Micro-Cap ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 18 funds opened new iShares Micro-Cap ETF positions in Q1 2025 and 43 closed out, a net change of -25 holders.
  • The largest iShares Micro-Cap ETF buyer in Q1 2025 was Morgan Stanley, an estimated $11.8M added.
  • The largest iShares Micro-Cap ETF seller in Q1 2025 was Alesco Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2025.