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INMU — ISHARES INTERMEDIATE

Reported value held$70.08M
Funds holding (latest)9
Sector—
Funds holding (Q2 2026)7
Institutional value$70.08M · 2.89M sh
New / Add / Cut / Exit4 / 0 / 3 / 1
Top-5 / Top-10 concentration99.8% / 100.0%
Institutional holdings change Accumulating +1751.4% (+2.73M sh)
Institutional value change Up +1777.7%

As of Q2 2026, 7 SEC-registered investment managers reported holding INMU (ISHARES INTERMEDIATE) in their latest 13F filings, with a combined reported value of $70.08M across 2.89M shares. That is +1751.4% by share count (+2.73M shares) versus the previous quarter, while reported value moved +1777.7%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 4 opened new positions, 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.

Q2 2026 — 7 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 2.67M $64.85M 0.01% New
BNY Mellon history 80.97K $1.96M 0.00% Reduce
Citadel Advisors history 64.43K $1.56M 0.00% Reduce
Goldman Sachs Group history 50.81K $1.23M 0.00% New
Wells Fargo & Co history 12.68K $307.59K 0.00% New
PNC Financial Services history 3.52K $85.28K 0.00% New
BlackRock Inc history 3.36K $81.53K 0.00% Reduce

Q1 2026 — 4 funds

FundSharesValuePortfolio WeightChange
BNY Mellon history 82.96K $1.98M 0.00% New
Citadel Advisors history 69.63K $1.66M 0.00% New
BlackRock Inc history 3.49K $83.49K 0.00% Reduce
UBS Group AG history 14 $335 0.00% New

Q4 2025 — 5 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 1.63M $39.15M 0.01% Add
Wells Fargo & Co history 13.02K $312.88K 0.00% Hold
Goldman Sachs Group history 8.89K $213.72K 0.00% New
BlackRock Inc history 3.69K $88.68K 0.00% Reduce
Morgan Stanley history 1 $32 0.00% Hold

Q3 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 92.24K $2.21M 0.00% New
JPMorgan Chase & Co history 68.97K $1.65M 0.00% Add
Wells Fargo & Co history 13.02K $311.51K 0.00% New
BlackRock Inc history 4.60K $110.10K 0.00% Add
UBS Group AG history 46 $1.10K 0.00% Add
Morgan Stanley history 1 $31 0.00% Hold

Q2 2025 — 9 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 23.49K $550.52K 0.00% New
Goldman Sachs Group history 23.49K $550.52K 0.00% New
JPMorgan Chase & Co history 6.61K $154.85K 0.00% New
JPMorgan Chase & Co history 6.61K $154.85K 0.00% New
BlackRock Inc history 1.98K $46.47K 0.00% New
BlackRock Inc history 1.98K $46.47K 0.00% New
UBS Group AG history 12 $281 0.00% New
Morgan Stanley history 1 $33 0.00% Hold
Morgan Stanley history 1 $33 0.00% Hold

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1 $25 0.00% New
Morgan Stanley history 1 $25 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 9 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024Q4 2023Q3 2023Q1 2023Q4 2022Q4 2021
JPMorgan Chase & Co 2.67M — 1.63M 68.97K 6.61K — — 7 — 88 479 600 400.49K —
BNY Mellon 80.97K 82.96K — — — — — — — — — — — —
Citadel Advisors 64.43K 69.63K — 92.24K — — — — — — — — — —
Goldman Sachs Group 50.81K — 8.89K — 23.49K — — — — — — — — —
Wells Fargo & Co 12.68K — 13.02K 13.02K — — — — — — — — — —
PNC Financial Services 3.52K — — — — — — — — — — — — —
BlackRock Inc 3.36K 3.49K 3.69K 4.60K 1.98K — — — — — — — — —
Morgan Stanley — — 1 1 1 1 — 1 1 — — — — —
UBS Group AG — 14 — 46 12 — 751 — — 501 — 1.96K 3.38K 923

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