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iShares Micro-Cap ETF
IWC

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

317% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $626K

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

27% more capital invested

Capital invested by funds: $455M → $578M (+$123M)

10% more funds holding

Funds holding: 206 → 226 (+20)

3.3% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

24% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 67

Holders
226
Holders Change
+20
Holders Change %
+9.71%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
51
Reduced
67
Closed
15
Calls
$2.61M
Puts
$626K
Net Calls
+$1.98M
Net Calls Change
-$774K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$41.6M
2
TCM
TABR Capital Management
California
+$17.8M
3
LPL Financial
LPL Financial
California
+$10M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.52M
5
NG
Norden Group
Utah
+$6.56M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$10.2M
2
Morgan Stanley
Morgan Stanley
New York
-$9.78M
3
GS
GTS Securities
New York
-$6.01M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.17M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$4.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$258K +$240K +1,729 +172,900%
CA
152
Clune & Associates
Illinois
$257K +$239K +1,724 New
BCG
153
Breakwater Capital Group
New Jersey
$249K +$231K +1,668 New
MSAM
154
Moloney Securities Asset Management
Missouri
$247K – – –
CCAL
155
City Center Advisors LLC
Michigan
$246K +$229K +1,647 New
FEM
156
Fulcrum Equity Management
Texas
$246K +$229K +1,647 New
FFM
157
Forum Financial Management
Illinois
$244K +$4.16K +30 +2%
CA
158
CoreCap Advisors
Michigan
$244K +$32.9K +237 +17%
GSC
159
Ground Swell Capital
South Carolina
$244K +$227K +1,635 New
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$229K – – –
TA
161
TFB Advisors
Kansas
$226K +$200K +1,438 New
CCWM
162
Cassaday & Co Wealth Management
Virginia
$226K +$210K +1,513 New
SWTS
163
Stonehaven Wealth & Tax Solutions
Wisconsin
$225K +$210K +1,511 New
GCA
164
Gradient Capital Advisors
California
$225K +$209K +1,510 New
IWC
165
Integrated Wealth Concepts
Massachusetts
$223K -$36.9K -266 -15%
AIS
166
American Investment Services
Massachusetts
$222K +$207K +1,492 New
EGA
167
Eagle Global Advisors
Texas
$216K +$201K +1,450 New
BCA
168
Ballentine Capital Advisors
South Carolina
$212K +$197K +1,421 New
Cerity Partners
169
Cerity Partners
New York
$209K -$30.5K -220 -14%
KWM
170
Kingsview Wealth Management
Oregon
$204K +$190K +1,371 New
BBHC
171
Brown Brothers Harriman & Co
New York
$195K – – –
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$167K +$155K +1,117 New
Barclays
173
Barclays
United Kingdom
$162K -$4.74M -34,165 -97%
ASN
174
Advisory Services Network
Georgia
$160K +$149K +1,074 New
AWM
175
Angeles Wealth Management
California
$141K – – –
5 6
7
8 9

IWC Hedge Fund Activity: Q3 2025 in Review

226 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Micro-Cap ETF (IWC) for Q3 2025, worth a combined $578M — up 27% from $455M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IWC positions and 15 closed out — a net gain of 25 holders — while 51 added to existing stakes and 67 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $41.6M. The largest seller was 1832 Asset Management, cutting an estimated $10.2M.

  • 226 institutional investors held iShares Micro-Cap ETF (IWC) as of Q3 2025, up from 206 in Q2 2025.
  • Funds reported $578M of iShares Micro-Cap ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 40 funds opened new iShares Micro-Cap ETF positions in Q3 2025 and 15 closed out, a net change of +25 holders.
  • The largest iShares Micro-Cap ETF buyer in Q3 2025 was Goldman Sachs, an estimated $41.6M added.
  • The largest iShares Micro-Cap ETF seller in Q3 2025 was 1832 Asset Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2025.