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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
IA
176
IFP Advisors
Florida
$138K -$277 -2 -0.2%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$133K – – –
PA
178
Parallel Advisors
California
$123K – – –
GWM
179
Geneos Wealth Management
Colorado
$112K – – –
ACA
180
Aptus Capital Advisors
Alabama
$109K – – –
MCM
181
MAI Capital Management
Ohio
$102K +$4.72K +34 +5%
GGI
182
Godsey & Gibb Inc
Virginia
$101K – – –
Russell Investments Group
183
Russell Investments Group
United Kingdom
$98.3K +$139 +1 +0.2%
MG
184
Mather Group
Illinois
$95.2K +$88.7K +639 New
Franklin Resources
185
Franklin Resources
California
$82.7K -$25K -180 -24%
EWM
186
Evermay Wealth Management
Virginia
$60.5K – – –
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.6K – – –
ADL
188
Asset Dedication LLC
California
$57K – – –
PAIM
189
Punch & Associates Investment Management
Minnesota
$54.7K +$139 +1 +0.3%
Comerica Bank
190
Comerica Bank
Texas
$54K -$7.08K -51 -12%
HWM
191
Hemington Wealth Management
Virginia
$52K – – –
TCM
192
TruNorth Capital Management
Michigan
$46K – – –
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$45K – – –
ANBT
194
American National Bank & Trust
Texas
$38.6K +$6.94K +50 +24%
HI
195
Harbour Investments
Wisconsin
$28.9K – – –
CI Investments Inc
196
CI Investments Inc
Ontario, Canada
$28K – – –
TCOV
197
Trust Company of Vermont
Vermont
$25K – – –
Simplex Trading
198
Simplex Trading
Illinois
$25K +$24.1K +174 New
CIAS
199
Capital Investment Advisory Services
North Carolina
$24K – – –
WWM
200
Woodside Wealth Management
Massachusetts
$23.5K – – –
6 7
8
9 10

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.