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iShares Micro-Cap ETF
IWC

Overview Fund Activity

207 hedge funds and large institutions have $456M invested in iShares Micro-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
35
Reduced
79
Closed
24
Calls
$2.76M
Puts
–
Net Calls
+$2.76M
Net Calls Change
+$1.88M

Top Buyers

1
PAS
Park Avenue Securities
New York
$6.46M
2
EWM
Empirical Wealth Management
Washington
$18.7M
3
Barclays
Barclays
United Kingdom
$4.5M
4
GS
GTS Securities
New York
$6.01M
5
MCM
M1 Capital Management
Michigan
$2.23M

Top Sellers

1
PAG
Private Advisory Group
Washington
$0
2
Corient Private Wealth
Corient Private Wealth
Florida
$23.6M
3
Bank of America
Bank of America
North Carolina
$25.8M
4
Jane Street
Jane Street
New York
$0
5
Stifel Financial
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$69.2M -$507K -3,969 -0.7%
Bank of America
2
Bank of America
North Carolina
$25.8M -$3.6M -28,234 -12%
Corient Private Wealth
3
Corient Private Wealth
Florida
$23.6M -$4.96M -38,817 -17%
Morgan Stanley
4
Morgan Stanley
New York
$21.3M -$1.8M -14,095 -8%
EWM
5
Empirical Wealth Management
Washington
$18.7M +$4.1M +32,082 +28%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$17M -$353K -2,767 -2%
CPIG
7
Chicago Partners Investment Group
Illinois
$12.4M +$111K +807 +0.9%
HHGA
8
Halbert Hargrove Global Advisors
California
$11.8M -$1.15M -9,018 -9%
Wells Fargo
9
Wells Fargo
California
$11.2M -$293K -2,295 -3%
UBS Group
10
UBS Group
Switzerland
$11.1M -$617K -4,837 -5%
AAS
11
Avantax Advisory Services
Texas
$9.25M -$839K -6,574 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.29M +$1.56M +12,197 +23%
SC
13
Schoolcraft Capital
Colorado
$7.95M -$121K -945 -1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$7.85M +$1.34M +10,482 +21%
AFG
15
Arkansas Financial Group
Arkansas
$7.76M -$238K -1,799 -3%
ST
16
Sentinel Trust
Texas
$7.57M – – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.3M -$629K -4,924 -8%
Creative Planning
18
Creative Planning
Kansas
$7.02M -$698K -5,471 -9%
PAS
19
Park Avenue Securities
New York
$6.46M +$6.46M +50,599 New
AA
20
Alesco Advisors
New York
$6.06M -$1.64M -12,830 -21%
FRA
21
Frank Rimerman Advisors
California
$6.04M -$1.05M -8,189 -15%
GS
22
GTS Securities
New York
$6.01M +$3.69M +28,919 +159%
SMC
23
Smith, Moore & Co
Missouri
$5.94M -$67.7K -530 -1%
LPL Financial
24
LPL Financial
California
$5.57M -$1.02M -8,006 -16%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$5.31M -$528K -4,138 -9%
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