EWM — ISHARES INC
Reported value held$60.41M
Funds holding (latest)21
Sector—
Funds holding (Q2 2026)12
Institutional value$43.43M · 1.61M sh
New / Add / Cut / Exit1 / 3 / 7 / 1
Top-5 / Top-10 concentration92.3% / 99.6%
Institutional holdings change
Reducing -16.1%
(-309.64K sh)
Institutional value change
Down -20.4%
As of Q2 2026, 12 SEC-registered investment managers reported holding EWM (ISHARES INC) in their latest 13F filings, with a combined reported value of $43.43M across 1.61M shares. That is -16.1% by share count (-309.64K shares) versus the previous quarter, while reported value moved -20.4%. Ownership is concentrated: the five largest holders account for 92.3% of reported value and the top ten for 99.6%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 7 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.
Q2 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 609.03K | $16.41M | 0.01% | Reduce |
| UBS Group AG history | 480.60K | $12.95M | 0.01% | Add |
| Morgan Stanley history | 184.56K | $4.97M | 0.00% | Reduce |
| Citigroup Inc history | 145.35K | $3.92M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 67.52K | $1.82M | 0.00% | New |
| BlackRock Inc history | 62.63K | $1.69M | 0.00% | Add |
| Wells Fargo & Co history | 29.35K | $790.92K | 0.00% | Add |
| Citadel Advisors history | 9.60K | $258.72K | 0.00% | Reduce |
| Invesco Ltd history | 8.68K | $234.03K | 0.00% | Reduce |
| Bank of America Corp history | 7.88K | $212.39K | 0.00% | Reduce |
| PNC Financial Services history | 6.00K | $161.70K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 209 | $5.64K | 0.00% | Reduce |
Q1 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 635.53K | $18.06M | 0.00% | Add |
| UBS Group AG history | 374.30K | $10.63M | 0.00% | Reduce |
| Point72 Asset Management history | 282.60K | $8.03M | 0.01% | New |
| Citigroup Inc history | 226.40K | $6.43M | 0.00% | Reduce |
| Morgan Stanley history | 198.14K | $5.63M | 0.00% | Reduce |
| Citadel Advisors history | 79.10K | $2.25M | 0.00% | Add |
| Bank of America Corp history | 64.05K | $1.82M | 0.00% | Add |
| Wells Fargo & Co history | 27.32K | $776.26K | 0.00% | Add |
| BlackRock Inc history | 17.03K | $483.85K | 0.00% | Reduce |
| Invesco Ltd history | 10.31K | $292.91K | 0.00% | Add |
| PNC Financial Services history | 6.00K | $170.46K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 264 | $7.49K | 0.00% | Add |
Q4 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 587.66K | $16.08M | 0.00% | Reduce |
| Goldman Sachs Group history | 562.94K | $15.40M | 0.00% | Add |
| JPMorgan Chase & Co history | 380.11K | $10.40M | 0.00% | Add |
| Citigroup Inc history | 279.26K | $7.64M | 0.00% | Reduce |
| Morgan Stanley history | 208.52K | $5.71M | 0.00% | Add |
| BlackRock Inc history | 31.11K | $851.09K | 0.00% | Add |
| Bank of America Corp history | 29.32K | $802.33K | 0.00% | Hold |
| Citadel Advisors history | 18.13K | $495.98K | 0.00% | New |
| Invesco Ltd history | 9.63K | $263.48K | 0.00% | New |
| PNC Financial Services history | 6.00K | $164.16K | 0.00% | Hold |
| Wells Fargo & Co history | 3.97K | $108.50K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 189 | $5.18K | 0.00% | Reduce |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 707.50K | $18.34M | 0.00% | Add |
| Goldman Sachs Group history | 551.47K | $14.29M | 0.00% | Add |
| Citigroup Inc history | 418.12K | $10.84M | 0.01% | Add |
| JPMorgan Chase & Co history | 377.85K | $9.79M | 0.00% | Add |
| Morgan Stanley history | 190.42K | $4.94M | 0.00% | Add |
| Bank of America Corp history | 29.37K | $761.24K | 0.00% | Reduce |
| PNC Financial Services history | 6.00K | $155.52K | 0.00% | Hold |
| Wells Fargo & Co history | 3.96K | $102.54K | 0.00% | Reduce |
| BlackRock Inc history | 1.61K | $41.81K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 266 | $6.89K | 0.00% | Reduce |
Q2 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 256.49K | $6.24M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 173.30K | $4.22M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 173.30K | $4.22M | 0.00% | Reduce |
| Morgan Stanley history | 170.88K | $4.16M | 0.00% | Reduce |
| Morgan Stanley history | 170.88K | $4.16M | 0.00% | Reduce |
| Citigroup Inc history | 157.92K | $3.84M | 0.00% | Reduce |
| Goldman Sachs Group history | 112.96K | $2.75M | 0.00% | Hold |
| Goldman Sachs Group history | 112.96K | $2.75M | 0.00% | Hold |
| Bank of America Corp history | 39.06K | $950.79K | 0.00% | Add |
| Citadel Advisors history | 26.17K | $637.03K | 0.00% | Reduce |
| Citadel Advisors history | 26.17K | $637.03K | 0.00% | Reduce |
| Millennium Management history | 10.52K | $256.03K | 0.00% | New |
| PNC Financial Services history | 6.00K | $146.04K | 0.00% | Hold |
| Wells Fargo & Co history | 4.31K | $104.91K | 0.00% | Reduce |
| BlackRock Inc history | 2.34K | $57.03K | 0.00% | Add |
| BlackRock Inc history | 2.34K | $57.03K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 522 | $12.71K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 522 | $12.71K | 0.00% | Reduce |
Q1 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 582.78K | $13.45M | 0.00% | Add |
| Morgan Stanley history | 582.78K | $13.45M | 0.00% | Add |
| UBS Group AG history | 557.14K | $12.86M | 0.00% | Add |
| JPMorgan Chase & Co history | 471.72K | $10.89M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 471.72K | $10.89M | 0.00% | Reduce |
| Citigroup Inc history | 315.12K | $7.27M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 202.16K | $4.67M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 202.16K | $4.67M | 0.00% | Add |
| Goldman Sachs Group history | 112.96K | $2.61M | 0.00% | Hold |
| Goldman Sachs Group history | 112.96K | $2.61M | 0.00% | Hold |
| Citadel Advisors history | 76.84K | $1.77M | 0.00% | Add |
| Citadel Advisors history | 76.84K | $1.77M | 0.00% | Add |
| Bank of America Corp history | 33.14K | $764.94K | 0.00% | Add |
| Northern Trust Corp history | 30.67K | $707.84K | 0.00% | New |
| D. E. Shaw & Co history | 19.43K | $448.35K | 0.00% | New |
| Invesco Ltd history | 9.96K | $229.97K | 0.00% | Add |
| Wells Fargo & Co history | 6.38K | $147.29K | 0.00% | Add |
| PNC Financial Services history | 6.00K | $138.48K | 0.00% | Hold |
| BlackRock Inc history | 1.65K | $38.15K | 0.00% | Reduce |
| BlackRock Inc history | 1.65K | $38.15K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 67.52K sh · $1.82M
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 282.60K sh · $8.03M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 609.03K | 635.53K | 562.94K | 551.47K | 112.96K | 112.96K | 112.96K | 112.96K | 112.96K | 112.96K | 112.96K | 113.09K | 113.09K | 113.09K | 113.09K | 113.09K | 113.09K | 113.09K | 113.09K | 132.53K |
| UBS Group AG | 480.60K | 374.30K | 587.66K | 707.50K | 256.49K | 557.14K | 423.35K | 435.09K | 749.41K | 892.89K | 566.07K | 469.00K | 560.40K | 516.75K | 430.07K | 386.23K | 340.50K | 197.05K | 381.50K | 430.79K |
| Morgan Stanley | 184.56K | 198.14K | 208.52K | 190.42K | 170.88K | 582.78K | 578.31K | 298.96K | 274.73K | 171.58K | 169.04K | 281.64K | 281.57K | 255.00K | 237.21K | 218.92K | 219.72K | 259.97K | 198.36K | 213.91K |
| Citigroup Inc | 145.35K | 226.40K | 279.26K | 418.12K | 157.92K | 315.12K | 376.13K | 242.25K | 419.48K | 438.63K | 232.45K | 254.70K | 300.05K | 147.36K | 94.53K | 106.09K | 91.12K | 154.17K | 395.88K | 372.49K |
| JPMorgan Chase & Co | 67.52K | — | 380.11K | 377.85K | 173.30K | 471.72K | 500.33K | 513.76K | 745.88K | 769.23K | 605.87K | 423.89K | 518.78K | 312.89K | 202.22K | 155.69K | 147.11K | 267.26K | 764.14K | 631.36K |
| BlackRock Inc | 62.63K | 17.03K | 31.11K | 1.61K | 2.34K | 1.65K | 30.07K | 29.54K | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 29.35K | 27.32K | 3.97K | 3.96K | 4.31K | 6.38K | 2.94K | 76.67K | 2.97K | 68.50K | 9.50K | 3.45K | 4.36K | 4.08K | 6.96K | 4.73K | 5.59K | 11.07K | 5.65K | 5.68K |
| Citadel Advisors | 9.60K | 79.10K | 18.13K | — | 26.17K | 76.84K | 12.69K | 17.09K | — | 9.57K | 30.09K | 17.07K | — | 14.97K | — | 30.63K | — | — | 36.38K | 115.44K |
| Invesco Ltd | 8.68K | 10.31K | 9.63K | — | — | 9.96K | 9.71K | 9.66K | 9.43K | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 7.88K | 64.05K | 29.32K | 29.37K | 39.06K | 33.14K | 27.79K | 46.32K | 50.23K | 73.09K | 27.62K | 31.08K | 29.83K | 64.53K | 21.36K | 48.65K | 25.68K | 24.95K | 63.72K | 23.33K |
| PNC Financial Services | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K | 6.00K |
| Fidelity Management & Research (FMR) | 209 | 264 | 189 | 266 | 522 | 202.16K | 141.34K | 100 | 25 | — | 1 | — | 1 | — | — | — | 1 | — | — | — |
| Point72 Asset Management | — | 282.60K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | — | — | — | — | — | — | — | 152.20K | — | — | — | — | — | 66.00K | 54.70K | — | — | — | — | — |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | — | 35.58K | — | — | — | — | — | — | — | — | — |
| Causeway Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 18.80K | — |
| D. E. Shaw & Co | — | — | — | — | — | 19.43K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 72.29K | — | — |
| Millennium Management | — | — | — | — | 10.52K | — | — | — | — | 93.12K | — | — | — | — | — | — | 217.50K | — | — | — |
| Northern Trust Corp | — | — | — | — | — | 30.67K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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