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iShares Micro-Cap ETF

225 hedge funds and large institutions have $577M invested in iShares Micro-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 39 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:

3.26% more ownership

Funds ownership: 55.1%58.36% (+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
225
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
CA
151
Clune & Associates
Illinois
$257K
BCG
152
Breakwater Capital Group
New Jersey
$249K
MSAM
153
Moloney Securities Asset Management
Missouri
$247K
CCAL
154
City Center Advisors LLC
Michigan
$246K
FEM
155
Fulcrum Equity Management
Texas
$246K
FFM
156
Forum Financial Management
Illinois
$244K
CA
157
CoreCap Advisors
Michigan
$244K
GSC
158
Ground Swell Capital
South Carolina
$244K
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$229K
TA
160
TFB Advisors
Kansas
$226K
CCWM
161
Cassaday & Co Wealth Management
Virginia
$226K
SWTS
162
Stonehaven Wealth & Tax Solutions
Wisconsin
$225K
GCA
163
Gradient Capital Advisors
California
$225K
IWC
164
Integrated Wealth Concepts
Massachusetts
$223K
AIS
165
American Investment Services
Massachusetts
$222K
EGA
166
Eagle Global Advisors
Texas
$216K
BCA
167
Ballentine Capital Advisors
South Carolina
$212K
Cerity Partners
168
Cerity Partners
New York
$209K
KWM
169
Kingsview Wealth Management
Oregon
$204K
BBHC
170
Brown Brothers Harriman & Co
New York
$195K
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$167K
Barclays
172
Barclays
United Kingdom
$162K
ASN
173
Advisory Services Network
Georgia
$160K
AWM
174
Angeles Wealth Management
California
$141K
IA
175
IFP Advisors
Florida
$138K