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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +820 | +29.6% | 3,592 | $718.57K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -8,818 | -24.4% | 27,251 | $5.45M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -62 | -5.3% | 1,100 | $220.04K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -103,081 | -59.9% | 68,944 | $13.79M | Q2 2026 | Aug 27, 2026 |
| Forefront Wealth Partners, Llc | Buy | +4,814 | +100.9% | 9,583 | $1.92M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -123 | -3.1% | 3,806 | $761.39K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -3,071 | -24.1% | 9,685 | $1.94M | Q2 2026 | Aug 18, 2026 |
| Capstone Investment Advisors, Llc | Buy | +6,301 | — | 6,301 | $1.26M | Q2 2026 | Aug 17, 2026 |
| Bank Ozk | Buy | +1,029 | — | 1,029 | $205.84K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +25,217 | +10.7% | 260,405 | $52.09M | Q2 2026 | Aug 14, 2026 |
| Kennedy Capital Management Llc | Buy | +16,138 | +355.7% | 20,675 | $4.14M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +16,036 | +13.2% | 137,513 | $27.51M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -14,824 | -32.8% | 30,357 | $6.07M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -8,108 | -24.8% | 24,558 | $4.91M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -6,045 | -1.9% | 312,964 | $62.61M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +5,928 | +46.7% | 18,632 | $3.63M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -5,269 | -43.1% | 6,952 | $1.39M | Q2 2026 | Aug 14, 2026 |
| Marex Group Plc | Buy | +4,054 | — | 4,054 | $810.96K | Q2 2026 | Aug 14, 2026 |
| Connors Investor Services Inc | Buy | +2,805 | +35.2% | 10,780 | $2.16M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +2,553 | +6.1% | 44,591 | $8.92M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +1,632 | — | 1,632 | $326.46K | Q2 2026 | Aug 14, 2026 |
| Rockbridge Investment Management, Lcc | Sell | -1,122 | -8.9% | 11,547 | $2.31M | Q2 2026 | Aug 14, 2026 |
| Blueshift Asset Management, Llc | Buy | +1,068 | — | 1,068 | $213.64K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,058 | +5.4% | 20,630 | $4.13M | Q2 2026 | Aug 14, 2026 |
| Genesis Financial Group, Llc | Buy | +750 | +6.6% | 12,050 | $2.41M | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Sell | -552 | -2.5% | 21,112 | $4.22M | Q2 2026 | Aug 14, 2026 |
| Cardiff Park Advisors, Llc | Sell | -153 | -5.5% | 2,620 | $524.11K | Q2 2026 | Aug 14, 2026 |
| Silvercrest Asset Management Group Llc | Sell | -135 | -6.6% | 1,915 | $383.08K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -120 | -8.8% | 1,248 | $249.60K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -111 | -7.1% | 1,446 | $289.23K | Q2 2026 | Aug 14, 2026 |
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.