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iShares Micro-Cap ETF

207 hedge funds and large institutions have $409M invested in iShares Micro-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-29
Holders Change %
-12.29%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
54
Reduced
70
Closed
42
Calls
$1.02M
Puts
$144K
Net Calls
+$879K
Net Calls Change
-$516K
Name Holding Trade Value Shares
Change
Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$60.5M +$6.84M +61,661 +13%
Bank of America
2
Bank of America
North Carolina
$25.5M +$201K +1,813 +0.8%
Corient Private Wealth
3
Corient Private Wealth
Florida
$24.8M -$451K -4,064 -2%
Morgan Stanley
4
Morgan Stanley
New York
$20.1M +$10.5M +94,782 +110%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$15.1M -$49.1K -443 -0.3%
EWM
6
Empirical Wealth Management
Washington
$12.7M +$1.32M +11,879 +12%
HHGA
7
Halbert Hargrove Global Advisors
California
$11.2M +$411K +3,703 +4%
UBS Group
8
UBS Group
Switzerland
$10.2M -$1.18M -10,612 -10%
Wells Fargo
9
Wells Fargo
California
$10M -$2.8M -25,218 -22%
CPIG
10
Chicago Partners Investment Group
Illinois
$9.93M +$648K +5,823 +7%
AAS
11
Avantax Advisory Services
Texas
$8.76M +$693K +6,246 +9%
PAG
12
Private Advisory Group
Washington
$8.57M +$3.71M +33,461 +76%
SC
13
Schoolcraft Capital
Colorado
$7.01M -$62.6K -564 -0.9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.89M -$1.62M -14,605 -19%
Creative Planning
15
Creative Planning
Kansas
$6.71M -$213K -1,917 -3%
AA
16
Alesco Advisors
New York
$6.69M -$12.1M -109,059 -64%
ST
17
Sentinel Trust
Texas
$6.57M +$200K +1,800 +3%
FRA
18
Frank Rimerman Advisors
California
$6.16M -$132K -1,187 -2%
AFG
19
Arkansas Financial Group
Arkansas
$6.07M -$76.7K -763 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.85M -$1.74M -15,661 -23%
LPL Financial
21
LPL Financial
California
$5.72M -$1.62M -14,621 -22%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$5.66M +$4.64M +41,845 +456%
SMC
23
Smith, Moore & Co
Missouri
$5.22M +$121K +1,094 +2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$5.07M -$72.5K -654 -1%
DBIA
25
Dumont & Blake Investment Advisors
New Jersey
$4.57M +$2.33K +21 +0.1%