ISHARES MICRO-CAP ETF (IWC) Institutional Ownership Changes & 13F Activity

ISHARES MICRO-CAP ETF (IWC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Bank Of America Corp, Kennedy Capital Management Llc, Wells Fargo & Company/Mn, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+820+29.6%3,592$718.57KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-8,818-24.4%27,251$5.45MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-62-5.3%1,100$220.04KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-103,081-59.9%68,944$13.79MQ2 2026Aug 27, 2026
Forefront Wealth Partners, LlcBuy+4,814+100.9%9,583$1.92MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-123-3.1%3,806$761.39KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-3,071-24.1%9,685$1.94MQ2 2026Aug 18, 2026
Capstone Investment Advisors, LlcBuy+6,3016,301$1.26MQ2 2026Aug 17, 2026
Bank OzkBuy+1,0291,029$205.84KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+25,217+10.7%260,405$52.09MQ2 2026Aug 14, 2026
Kennedy Capital Management LlcBuy+16,138+355.7%20,675$4.14MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+16,036+13.2%137,513$27.51MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-14,824-32.8%30,357$6.07MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-8,108-24.8%24,558$4.91MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-6,045-1.9%312,964$62.61MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+5,928+46.7%18,632$3.63MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-5,269-43.1%6,952$1.39MQ2 2026Aug 14, 2026
Marex Group PlcBuy+4,0544,054$810.96KQ2 2026Aug 14, 2026
Connors Investor Services IncBuy+2,805+35.2%10,780$2.16MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+2,553+6.1%44,591$8.92MQ2 2026Aug 14, 2026
Barclays PlcBuy+1,6321,632$326.46KQ2 2026Aug 14, 2026
Rockbridge Investment Management, LccSell-1,122-8.9%11,547$2.31MQ2 2026Aug 14, 2026
Blueshift Asset Management, LlcBuy+1,0681,068$213.64KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,058+5.4%20,630$4.13MQ2 2026Aug 14, 2026
Genesis Financial Group, LlcBuy+750+6.6%12,050$2.41MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcSell-552-2.5%21,112$4.22MQ2 2026Aug 14, 2026
Cardiff Park Advisors, LlcSell-153-5.5%2,620$524.11KQ2 2026Aug 14, 2026
Silvercrest Asset Management Group LlcSell-135-6.6%1,915$383.08KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-120-8.8%1,248$249.60KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-111-7.1%1,446$289.23KQ2 2026Aug 14, 2026
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Frequently asked questions about IWC activity

  • Which institutional owners are buying IWC?

    Institutional owners buying IWC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWC activity?

    "Buy" means an investor increased their reported position in IWC compared to the prior reporting period. This reflects growing exposure to ISHARES MICRO-CAP ETF (IWC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWC increasing?

    Institutional interest in IWC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.