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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
NA
201
NewEdge Advisors
Louisiana
$22.4K – – –
BCWM
202
Bartlett & Co Wealth Management
Ohio
$21.3K – – –
AUB
203
Atlantic Union Bankshares
Virginia
$21.2K +$19.7K +142 New
AAS
204
Ameritas Advisory Services
Nebraska
$16.1K -$3.47K -25 -19%
FFA
205
Frazier Financial Advisors
Ohio
$14.7K +$13.7K +99 New
DFA
206
DHJJ Financial Advisors
Illinois
$13.3K – – –
SIS
207
Sound Income Strategies
Florida
$13.2K – – –
CA
208
Clearstead Advisors
Ohio
$11.8K – – –
PCFFS
209
Pacific Center for Financial Services
California
$11.8K – – –
TAM
210
Tucker Asset Management
Colorado
$11.3K +$4.72K +34 +81%
WTC
211
WhitTier Trust Company
Nevada
$9.88K – – –
RWPA
212
Richard W. Paul & Associates
Michigan
$8.2K – – –
AssetMark Inc
213
AssetMark Inc
California
$7.3K +$277 +2 +4%
TCM
214
Tradewinds Capital Management
Washington
$6.2K -$2.91K -21 -33%
HIA
215
Harbor Investment Advisory
Maryland
$5.96K -$4.16K -30 -43%
SIC
216
Salem Investment Counselors
North Carolina
$5.22K – – –
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$4.47K – – –
AF
218
Advisornet Financial
Minnesota
$2.54K – – –
NS
219
NBC Securities
Alabama
$2.53K – – –
WAS
220
Winch Advisory Services
Wisconsin
$2.09K – – –
AW
221
Avion Wealth
Texas
$2K – – –
PCTC
222
Perkins Coie Trust Company
Washington
$745 +$694 +5 New
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$447 – – –
CFO
224
CVA Family Office
Colorado
$298 – – –
NMG
225
New Millennium Group
Utah
$298 +$277 +2 New
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.