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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
SPIA
151
Steward Partners Investment Advisory
New York
$258K
CA
152
Clune & Associates
Illinois
$257K
BCG
153
Breakwater Capital Group
New Jersey
$249K
MSAM
154
Moloney Securities Asset Management
Missouri
$247K
FEM
155
Fulcrum Equity Management
Texas
$246K
CCAL
156
City Center Advisors LLC
Michigan
$246K
FFM
157
Forum Financial Management
Illinois
$244K
CA
158
CoreCap Advisors
Michigan
$244K
GSC
159
Ground Swell Capital
South Carolina
$244K
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$229K
TA
161
TFB Advisors
Kansas
$226K
CCWM
162
Cassaday & Co Wealth Management
Virginia
$226K
SWTS
163
Stonehaven Wealth & Tax Solutions
Wisconsin
$225K
GCA
164
Gradient Capital Advisors
California
$225K
IWC
165
Integrated Wealth Concepts
Massachusetts
$223K
AIS
166
American Investment Services
Massachusetts
$222K
EGA
167
Eagle Global Advisors
Texas
$216K
BCA
168
Ballentine Capital Advisors
South Carolina
$212K
Cerity Partners
169
Cerity Partners
New York
$209K
KWM
170
Kingsview Wealth Management
Oregon
$204K
BBHC
171
Brown Brothers Harriman & Co
New York
$195K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$167K
Barclays
173
Barclays
United Kingdom
$162K
ASN
174
Advisory Services Network
Georgia
$160K
AWM
175
Angeles Wealth Management
California
$141K