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IGM — ISHARES TR

Reported value held$1.38B
Funds holding (latest)25
Sector—
Funds holding (Q2 2026)20
Institutional value$1.35B · 8.28M sh
New / Add / Cut / Exit3 / 7 / 9 / 1
Top-5 / Top-10 concentration90.0% / 98.1%
Institutional holdings change Accumulating +6.7% (+519.11K sh)
Institutional value change Up +46.9%

As of Q2 2026, 20 SEC-registered investment managers reported holding IGM (ISHARES TR) in their latest 13F filings, with a combined reported value of $1.35B across 8.28M shares. That is +6.7% by share count (+519.11K shares) versus the previous quarter, while reported value moved +46.9%. Ownership is concentrated: the five largest holders account for 90.0% of reported value and the top ten for 98.1%.

Compared with the prior quarter, 3 opened new positions, 7 added to existing stakes, 9 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.

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 3.23M $528.70M 0.04% Reduce
Morgan Stanley history Q2 2026 2.35M $384.73M 0.02% Add
JPMorgan Chase & Co history Q2 2026 913.07K $146.00M 0.02% New
UBS Group AG history Q2 2026 541.08K $88.51M 0.01% Reduce
Wells Fargo & Co history Q2 2026 413.26K $67.60M 0.01% Add
Fidelity International (FIL) history Q2 2026 257.30K $42.09M 0.03% Reduce
Goldman Sachs Group history Q2 2026 184.43K $30.17M 0.00% Reduce
PNC Financial Services history Q2 2026 93.45K $15.29M 0.01% Reduce
Prudential Financial history Q3 2024 127.38K $12.22M 0.02% Add
Citadel Advisors history Q2 2026 71.40K $11.68M 0.00% Reduce
Deutsche Bank AG history Q2 2026 62.86K $10.28M 0.00% Reduce
Two Sigma Investments history Q1 2026 67.50K $8.00M 0.01% New
Fidelity Management & Research (FMR) history Q2 2026 44.35K $7.26M 0.00% Add
BNY Mellon history Q2 2026 29.59K $4.84M 0.00% Add
Manulife Financial history Q3 2025 34.40K $4.33M 0.00% Add
Marshall Wace history Q2 2025 27.44K $3.08M 0.00% New
Wellington Management Group history Q2 2026 17.49K $2.86M 0.00% Reduce
AQR Capital Management history Q2 2026 14.87K $2.43M 0.00% Add
Renaissance Technologies history Q2 2026 14.32K $2.34M 0.00% New
Citigroup Inc history Q2 2026 13.78K $2.25M 0.00% Add

View all 25 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Bank of America Corp 412.31K 395.28K 988.68K 961.31K 805.70K 450.98K 398.20K 394.22K 429.91K 449.22K 2.79M 2.82M 2.84M 2.91M 2.97M 2.62M 5.28M 3.79M 3.35M 3.23M
Morgan Stanley 275.82K 294.39K 312.51K 312.20K 301.01K 276.96K 260.81K 259.01K 243.01K 277.10K 1.70M 1.97M 2.13M 2.35M 2.27M 2.22M 2.41M 2.39M 2.33M 2.35M
JPMorgan Chase & Co 12.32K 14.57K 37.06K 110.28K 55.91K 147.85K 45.87K 47.72K 46.51K 106.60K 667.76K 647.27K 735.36K 785.11K 909.38K 917.00K 930.54K 2.55M — 913.07K
UBS Group AG 81.11K 88.44K 93.19K 74.95K 68.82K 60.94K 55.27K 56.17K 51.84K 58.94K 389.37K 400.75K 409.06K 424.15K 449.20K 556.21K 528.25K 512.89K 564.28K 541.08K
Wells Fargo & Co 29.90K 34.87K 41.89K 47.29K 45.22K 51.58K 46.87K 65.43K 64.25K 61.78K 408.26K 450.36K 458.01K 401.34K 427.70K 380.27K 379.61K 424.38K 383.29K 413.26K
Fidelity International (FIL) — — — — — — — — — — — — — — — — — — 335.74K 257.30K
Goldman Sachs Group 26.12K 30.95K 29.50K 49.14K 71.02K 61.27K 60.46K 73.07K 51.33K 53.04K 175.29K 179.09K 183.22K 168.89K 179.10K 175.32K 196.06K 201.95K 189.56K 184.43K
PNC Financial Services 26.07K 18.33K 50.07K 50.08K 33.07K 17.79K 17.27K 16.84K 16.53K 16.68K 97.55K 94.24K 92.60K 90.15K 82.90K 79.09K 137.06K 102.78K 98.97K 93.45K
Citadel Advisors 5.42K 29.88K 7.08K 35.23K 8.53K 7.54K 16.55K 16.35K 15.38K 12.71K — — 13.50K 21.80K 35.22K 37.50K 39.70K 79.64K 153.02K 71.40K
Deutsche Bank AG 11.51K 11.51K 11.51K 11.51K 11.11K 11.11K 11.11K 11.11K 11.11K 11.11K 66.66K 66.66K 66.66K 66.66K 68.23K 68.23K 70.03K 71.49K 63.23K 62.86K
Fidelity Management & Research (FMR) 4.03K 4.00K 3.97K 4.10K 4.10K 4.04K 4.03K 3.78K 3.83K 4.08K 24.96K 28.75K 31.27K 32.58K 31.41K 32.48K 31.83K 39.85K 41.55K 44.35K
BNY Mellon 6.97K 6.97K 7.84K 7.88K 7.39K 7.89K 7.23K 6.96K 7.11K 6.94K 43.45K 45.98K 47.06K 7.60K 5.66K 4.17K 16.31K 25.52K 25.40K 29.59K
Wellington Management Group — — — — — — — — — — — — 421.47K 155.39K 208.96K 146.04K 212.52K 353.54K 106.97K 17.49K
AQR Capital Management — — — — — — — — — — — — — — 3.02K 3.27K 3.02K 11.75K 12.44K 14.87K
Renaissance Technologies 1.90K — — — — 1.80K — 800 800 1.00K 9.70K — 2.20K 13.10K 10.50K 4.60K 16.40K 14.00K — 14.32K
Citigroup Inc 5.96K 5.53K 4.87K 4.39K 4.30K 1.98K 1.80K 1.79K 1.72K 1.64K 9.76K 9.79K 8.82K 8.92K 8.84K 8.58K 11.37K 11.41K 11.09K 13.78K
Northern Trust Corp 532 544 1.06K 2.21K 2.01K 1.02K 988 988 1.96K 1.96K 14.73K 12.11K 12.96K 12.79K 8.96K 8.96K 10.56K 10.55K 11.79K 11.54K
Franklin Resources 1.11K 1.10K 1.10K 867 888 867 600 1.04K 1.04K 1.04K 6.23K 6.13K 6.13K 6.13K 6.13K 5.90K 5.90K 5.90K 5.90K 5.90K
BlackRock Inc — — — — — — — — — — — — 1.88K 1.89K 3.22K 1.89K 1.89K 2.60K 2.53K 2.76K
D. E. Shaw & Co — — — — — — — — — — — — 9.30K — — — — — — 2.47K

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