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iShares Micro-Cap ETF

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: 206226 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$69.8M -$10.2M -73,560 -14%
Goldman Sachs
2
Goldman Sachs
New York
$47.6M +$41.6M +300,000 +1,578%
Bank of America
3
Bank of America
North Carolina
$32M +$1.77M +12,731 +6%
Corient Private Wealth
4
Corient Private Wealth
Florida
$22.3M -$4.84M -34,915 -19%
EWM
5
Empirical Wealth Management
Washington
$21.7M -$88.7K -639 -0.4%
TCM
6
TABR Capital Management
California
$19.2M +$17.8M +128,448 New
LPL Financial
7
LPL Financial
California
$17.3M +$10M +72,370 +166%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$17.3M -$2.42M -17,428 -13%
CPIG
9
Chicago Partners Investment Group
Illinois
$14.7M +$504K +3,636 +4%
Morgan Stanley
10
Morgan Stanley
New York
$14.4M -$9.78M -70,459 -42%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$14.4M +$9.52M +68,612 +248%
Wells Fargo
12
Wells Fargo
California
$13.9M +$727K +5,240 +6%
HHGA
13
Halbert Hargrove Global Advisors
California
$13.4M -$311K -2,239 -2%
UBS Group
14
UBS Group
Switzerland
$9.51M -$3.19M -23,002 -27%
SC
15
Schoolcraft Capital
Colorado
$9.14M -$137K -991 -2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$8.88M -$274K -1,972 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.78M +$230K +1,660 +3%
AFG
18
Arkansas Financial Group
Arkansas
$8.41M -$310K -2,235 -4%
Creative Planning
19
Creative Planning
Kansas
$8.11M -$88.7K -639 -1%
ST
20
Sentinel Trust
Texas
$7.89M -$875K -6,304 -11%
PAS
21
Park Avenue Securities
New York
$7.6M +$52K +375 +0.7%
NG
22
Norden Group
Utah
$7.05M +$6.56M +47,263 New
FRA
23
Frank Rimerman Advisors
California
$7.02M -$33.7K -243 -0.5%
SMC
24
Smith, Moore & Co
Missouri
$6.99M +$45.4K +327 +0.7%
AA
25
Alesco Advisors
New York
$6.18M -$832K -5,999 -13%

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.