IWC — ISHARES MICRO-CAP ETF
As of Q2 2026, 17 SEC-registered investment managers reported holding IWC (ISHARES MICRO-CAP ETF) in their latest 13F filings, with a combined reported value of $219.01M across 1.10M shares. That is +5.1% by share count (+53.50K shares) versus the previous quarter, while reported value moved +31.7%. Ownership is concentrated: the five largest holders account for 84.0% of reported value and the top ten for 98.3%.
Compared with the prior quarter, 3 opened new positions, 4 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q2 2026 | 312.96K | $62.61M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 260.40K | $52.09M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 137.51K | $27.51M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 132.39K | $26.48M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 76.40K | $15.28M | 0.00% | Hold |
| UBS Group AG history | Q2 2026 | 50.04K | $10.01M | 0.00% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 38.14K | $7.57M | 0.00% | New |
| Fidelity International (FIL) history | Q2 2026 | 31.27K | $6.26M | 0.00% | Hold |
| Citadel Advisors history | Q2 2026 | 29.45K | $5.89M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q3 2023 | 52.06K | $5.21M | 0.00% | New |
| Two Sigma Investments history | Q3 2025 | 12.10K | $1.80M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 8.29K | $1.66M | 0.00% | Hold |
| Renaissance Technologies history | Q2 2026 | 5.48K | $1.10M | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 5.35K | $1.07M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 2.29K | $458.38K | 0.00% | Hold |
| Prudential Financial history | Q3 2024 | 3.05K | $376.65K | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 1.87K | $374.49K | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 1.80K | $360.27K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 891 | $178.24K | 0.00% | Hold |
| Franklin Resources history | Q2 2026 | 555 | $111.02K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 38.14K sh · $7.57M
- Renaissance Technologies 5.48K sh · $1.10M
- Northern Trust Corp 1.80K sh · $360.27K
Fully Exited (vs previous quarter)
- Citigroup Inc sold 1 sh · $160
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 113.84K | 113.84K | 113.84K | 113.84K | 13.79K | 63.80K | 63.80K | 63.80K | 67.02K | 12.71K | 47.71K | 47.96K | 47.96K | 13.86K | 19.02K | 19.01K | 319.01K | 312.96K | 319.01K | 312.96K |
| Bank of America Corp | 317.84K | 346.04K | 358.41K | 317.43K | 299.82K | 270.74K | 253.35K | 223.77K | 195.81K | 191.68K | 209.31K | 218.38K | 229.38K | 228.42K | 230.24K | 202.00K | 214.73K | 212.81K | 235.19K | 260.40K |
| Wells Fargo & Co | 134.65K | 109.64K | 108.63K | 101.92K | 97.74K | 93.44K | 92.80K | 80.50K | 79.78K | 83.27K | 80.40K | 77.23K | 78.70K | 115.37K | 90.15K | 87.86K | 93.10K | 96.89K | 121.48K | 137.51K |
| Morgan Stanley | 373.46K | 359.87K | 191.71K | 91.47K | 93.37K | 94.00K | 94.03K | 104.89K | 87.43K | 79.03K | 86.19K | 87.55K | 84.59K | 86.28K | 181.06K | 166.97K | 96.51K | 66.00K | 123.21K | 132.39K |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 76.30K | 76.40K |
| UBS Group AG | 71.78K | 71.46K | 70.54K | 71.24K | 71.80K | 70.23K | 66.97K | 64.99K | 66.14K | 64.39K | 65.08K | 63.47K | 63.15K | 102.22K | 91.61K | 86.77K | 63.77K | 55.99K | 49.83K | 50.04K |
| JPMorgan Chase & Co | 96.07K | 97.18K | 96.34K | 95.33K | 45.63K | 44.89K | 43.83K | 44.17K | 44.03K | 47.98K | 47.03K | 45.36K | 45.10K | 46.35K | 45.70K | 41.56K | 39.43K | 39.12K | — | 38.14K |
| Fidelity International (FIL) | 9.23K | 9.23K | 9.23K | 9.23K | 9.23K | 9.23K | 9.22K | 9.22K | 9.22K | 9.22K | 9.22K | 9.22K | 4.22K | 4.22K | 4.22K | 4.22K | 4.22K | 61.27K | 31.27K | 31.27K |
| Citadel Advisors | 127.32K | 182.89K | 17.12K | 43.05K | 28.25K | 9.77K | 18.11K | 24.29K | 26.86K | 3.80K | 5.63K | 44.28K | 24.33K | 3.94K | 43.18K | 32.43K | 30.50K | 7.10K | 66.87K | 29.45K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | 3.17K | 4.38K | 5.43K | 5.61K | 5.32K | 6.47K | 7.27K | 8.27K | 8.29K |
| Renaissance Technologies | 10.33K | — | 5.60K | 3.10K | 2.60K | 2.70K | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.48K |
| Fidelity Management & Research (FMR) | 590 | 615 | 648 | 611 | 591 | 834 | 857 | 860 | 1.01K | 879 | 1.38K | 1.45K | 1.22K | 1.32K | 1.57K | 2.82K | 2.50K | 4.19K | 4.36K | 5.35K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.29K | 2.29K |
| BNY Mellon | 12.80K | 12.78K | 12.88K | 13.07K | 13.06K | 13.14K | 12.93K | 9.93K | 9.48K | 9.28K | 9.06K | 2.31K | 2.27K | 3.45K | 3.40K | 2.88K | 2.43K | 2.38K | 2.09K | 1.87K |
| Northern Trust Corp | 3.45K | 2.24K | 2.24K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.80K |
| PNC Financial Services | 1.71K | 962 | 929 | 929 | 891 | 891 | 891 | 891 | 891 | 891 | 891 | 891 | 891 | 891 | 891 | 891 | 891 | 954 | 891 | 891 |
| Franklin Resources | 810 | 810 | 735 | 735 | 735 | 735 | 735 | 735 | 735 | 735 | 735 | 735 | 735 | 735 | 735 | 735 | 555 | 555 | 555 | 555 |
| Two Sigma Investments | — | — | — | — | — | 7.60K | 11.50K | 11.60K | 8.70K | 23.10K | 18.80K | 8.50K | 4.20K | 21.00K | — | 6.20K | 12.10K | — | — | — |
| Citigroup Inc | — | 21 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1 | — |
| Deutsche Bank AG | 100 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details