Who Owns IWC?
iShares Micro-Cap ETF — Institutional Ownership & 13F Holdings
$179.39
+0.68 (+0.38%)
Market Cap
$1.0B
Shares Outstanding
6,746,909
Institutional Holders
208
Total Inst. Value
$385.9M
% of Float Held
—
QoQ Holder Change
+62
Institutional data as of Q1 2025
New Positions
44
Closed Positions
38
Increased
49
Decreased
61
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | 1832 Asset Management L.P. | $60.5M | 545,890 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $45.8M | 413 |
| 3 | BANK OF AMERICA CORP /DE/ | $25.5M | 230,235 |
| 4 | MORGAN STANLEY | $20.1M | 181,062 |
| 5 | BANK OF MONTREAL /CAN/ | $15.1M | 136,138 |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $12.7M | 114,362 |
| 7 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $11.2M | 101,167 |
| 8 | UBS Group AG | $10.2M | 91,610 |
| 9 | WELLS FARGO & COMPANY/MN | $10.0M | 90,154 |
| 10 | Chicago Partners Investment Group LLC | $9.9M | 89,183 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| 1832 Asset Management L.P. | +62K | $60.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +413 | $45.8M |
| BANK OF AMERICA CORP /DE/ | +2K | $25.5M |
| MORGAN STANLEY | +95K | $20.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | +12K | $12.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ALESCO ADVISORS LLC | -109K | $6.7M |
| Family Firm, Inc. | -50K | $1.9M |
| WELLS FARGO & COMPANY/MN | -25K | $10.0M |
| ROYAL BANK OF CANADA | -16K | $5.8M |
| LPL Financial LLC | -15K | $6K |
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Frequently Asked Questions
How many institutional investors hold IWC?
As of Q1 2025, 208 institutional investors report holding IWC (iShares Micro-Cap ETF) in their 13F filings.
Which hedge fund owns the most IWC?
The largest institutional holder of IWC is 1832 Asset Management L.P. with $60.5M in shares.
Are institutions buying or selling IWC?
This quarter, 44 institutions opened new positions in IWC and 38 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.