IYM — ISHARES TR
Reported value held$410.30M
Funds holding (latest)22
Sector—
Funds holding (Q2 2026)16
Institutional value$266.63M · 1.49M sh
New / Add / Cut / Exit3 / 6 / 3 / 3
Top-5 / Top-10 concentration87.0% / 98.7%
Institutional holdings change
Reducing -18.8%
(-343.10K sh)
Institutional value change
Down -17.1%
As of Q2 2026, 16 SEC-registered investment managers reported holding IYM (ISHARES TR) in their latest 13F filings, with a combined reported value of $266.63M across 1.49M shares. That is -18.8% by share count (-343.10K shares) versus the previous quarter, while reported value moved -17.1%. Ownership is concentrated: the five largest holders account for 87.0% of reported value and the top ten for 98.7%.
Compared with the prior quarter, 3 opened new positions, 6 added to existing stakes, 3 trimmed, 3 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 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 439.82K | $78.96M | 0.01% | Add |
| Two Sigma Investments history | 346.80K | $62.26M | 0.05% | Add |
| Morgan Stanley history | 327.51K | $58.80M | 0.00% | Add |
| Wells Fargo & Co history | 89.50K | $16.07M | 0.00% | Reduce |
| Principal Global Investors history | 89.16K | $16.01M | 0.01% | Add |
| UBS Group AG history | 81.34K | $14.60M | 0.00% | Hold |
| Citadel Advisors history | 37.24K | $6.69M | 0.00% | Add |
| Goldman Sachs Group history | 35.35K | $6.35M | 0.00% | Hold |
| JPMorgan Chase & Co history | 14.78K | $2.63M | 0.00% | New |
| PNC Financial Services history | 4.83K | $868.03K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 4.51K | $810.47K | 0.00% | Hold |
| Citigroup Inc history | 3.67K | $658.66K | 0.00% | Reduce |
| D. E. Shaw & Co history | 3.39K | $608.43K | 0.00% | New |
| Point72 Asset Management history | 3.35K | $600.71K | 0.00% | New |
| Franklin Resources history | 3.15K | $565.52K | 0.00% | Reduce |
| BlackRock Inc history | 930 | $166.96K | 0.00% | Add |
Q1 2026 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 767.52K | $135.02M | 0.12% | Add |
| Bank of America Corp history | 374.72K | $65.92M | 0.01% | Add |
| Morgan Stanley history | 272.93K | $48.01M | 0.00% | Add |
| Wells Fargo & Co history | 100.20K | $17.63M | 0.00% | Add |
| UBS Group AG history | 80.94K | $14.24M | 0.00% | Add |
| Two Sigma Investments history | 65.80K | $11.58M | 0.01% | New |
| Principal Global Investors history | 57.48K | $10.11M | 0.01% | New |
| Goldman Sachs Group history | 35.34K | $6.22M | 0.00% | Reduce |
| Millennium Management history | 23.02K | $4.05M | 0.00% | New |
| Marshall Wace history | 18.58K | $3.27M | 0.00% | New |
| Citadel Advisors history | 13.20K | $2.32M | 0.00% | New |
| PNC Financial Services history | 4.83K | $850.57K | 0.00% | Hold |
| Franklin Resources history | 4.77K | $839.14K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 4.53K | $796.75K | 0.00% | Add |
| Citigroup Inc history | 3.77K | $662.38K | 0.00% | Reduce |
| BlackRock Inc history | 777 | $136.69K | 0.00% | Add |
Q4 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 467.44K | $71.97M | 0.06% | New |
| Morgan Stanley history | 259.21K | $39.91M | 0.00% | Add |
| Bank of America Corp history | 135.53K | $20.87M | 0.00% | Add |
| UBS Group AG history | 79.67K | $12.27M | 0.00% | Add |
| Wells Fargo & Co history | 74.47K | $11.46M | 0.00% | Add |
| Citigroup Inc history | 53.83K | $8.29M | 0.00% | Reduce |
| Goldman Sachs Group history | 36.51K | $5.62M | 0.00% | Reduce |
| Point72 Asset Management history | 5.43K | $835.85K | 0.00% | New |
| PNC Financial Services history | 4.83K | $744.40K | 0.00% | Hold |
| Franklin Resources history | 4.77K | $734.39K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 3.73K | $575.07K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.90K | $293.04K | 0.00% | Reduce |
| BlackRock Inc history | 620 | $95.45K | 0.00% | Add |
Q3 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 226.27K | $33.54M | 0.00% | Reduce |
| Citigroup Inc history | 203.81K | $30.21M | 0.01% | Reduce |
| Bank of America Corp history | 129.85K | $19.25M | 0.00% | Reduce |
| UBS Group AG history | 78.08K | $11.57M | 0.00% | Reduce |
| Wells Fargo & Co history | 69.30K | $10.27M | 0.00% | Hold |
| Goldman Sachs Group history | 44.62K | $6.61M | 0.00% | Add |
| Citadel Advisors history | 15.37K | $2.28M | 0.00% | Reduce |
| PNC Financial Services history | 4.86K | $719.56K | 0.00% | Reduce |
| Franklin Resources history | 4.77K | $706.96K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 2.35K | $347.96K | 0.00% | Add |
| JPMorgan Chase & Co history | 2.05K | $303.88K | 0.00% | Add |
| BlackRock Inc history | 410 | $60.77K | 0.00% | Hold |
Q2 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citigroup Inc history | 404.74K | $56.67M | 0.03% | Reduce |
| Manulife Financial history | 316.25K | $44.28M | 0.04% | New |
| Morgan Stanley history | 238.64K | $33.41M | 0.00% | Reduce |
| Bank of America Corp history | 131.81K | $18.46M | 0.00% | Add |
| UBS Group AG history | 79.37K | $11.11M | 0.00% | Reduce |
| Wells Fargo & Co history | 69.42K | $9.72M | 0.00% | Reduce |
| Goldman Sachs Group history | 42.57K | $5.96M | 0.00% | Add |
| Citadel Advisors history | 40.28K | $5.64M | 0.00% | Add |
| PNC Financial Services history | 5.36K | $749.75K | 0.00% | Hold |
| Franklin Resources history | 4.77K | $667.85K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 2.31K | $323.02K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.86K | $260.89K | 0.00% | Reduce |
| BlackRock Inc history | 410 | $57.40K | 0.00% | Hold |
Q1 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citigroup Inc history | 452.74K | $61.03M | 0.03% | Hold |
| Morgan Stanley history | 268.83K | $36.24M | 0.00% | Add |
| Bank of America Corp history | 125.35K | $16.90M | 0.00% | Reduce |
| UBS Group AG history | 85.42K | $11.52M | 0.00% | Reduce |
| Wells Fargo & Co history | 73.12K | $9.86M | 0.00% | Reduce |
| Citadel Advisors history | 34.88K | $4.70M | 0.00% | Add |
| Goldman Sachs Group history | 33.03K | $4.45M | 0.00% | Reduce |
| PNC Financial Services history | 5.36K | $721.85K | 0.00% | Hold |
| Franklin Resources history | 4.77K | $643.00K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.65K | $357.13K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.35K | $316.39K | 0.00% | Add |
| Two Sigma Investments history | 1.50K | $202.20K | 0.00% | New |
| BlackRock Inc history | 410 | $55.27K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 14.78K sh · $2.63M
- D. E. Shaw & Co 3.39K sh · $608.43K
- Point72 Asset Management 3.35K sh · $600.71K
Fully Exited (vs previous quarter)
- Manulife Financial sold 767.52K sh · $135.02M
- Millennium Management sold 23.02K sh · $4.05M
- Marshall Wace sold 18.58K sh · $3.27M
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 439.82K | 374.72K | 135.53K | 129.85K | 131.81K | 125.35K | 128.76K | 128.57K | 131.35K | 132.22K | 315.10K | 301.16K | 334.82K | 307.38K | 334.95K | 392.49K | 376.40K | 288.69K | 160.27K | 144.69K |
| Two Sigma Investments | 346.80K | 65.80K | — | — | — | 1.50K | — | — | 2.20K | 4.10K | — | — | 2.50K | — | — | — | 3.50K | — | — | — |
| Morgan Stanley | 327.51K | 272.93K | 259.21K | 226.27K | 238.64K | 268.83K | 262.33K | 251.47K | 257.14K | 269.07K | 312.31K | 299.91K | 295.87K | 312.59K | 298.52K | 489.35K | 535.24K | 427.83K | 222.55K | 203.36K |
| Wells Fargo & Co | 89.50K | 100.20K | 74.47K | 69.30K | 69.42K | 73.12K | 86.30K | 119.20K | 138.69K | 123.29K | 162.51K | 161.41K | 202.87K | 201.54K | 190.19K | 270.91K | 267.61K | 228.14K | 150.65K | 206.44K |
| Principal Global Investors | 89.16K | 57.48K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 81.34K | 80.94K | 79.67K | 78.08K | 79.37K | 85.42K | 101.52K | 104.75K | 144.29K | 138.04K | 140.20K | 131.55K | 152.87K | 152.45K | 164.07K | 186.07K | 183.41K | 179.07K | 199.80K | 184.44K |
| Citadel Advisors | 37.24K | 13.20K | — | 15.37K | 40.28K | 34.88K | 14.83K | 16.79K | 19.24K | 52.60K | 20.18K | 33.01K | 22.92K | 12.83K | 15.44K | 16.10K | 18.14K | 30.79K | 30.95K | 15.25K |
| Goldman Sachs Group | 35.35K | 35.34K | 36.51K | 44.62K | 42.57K | 33.03K | 44.37K | 60.23K | 37.26K | 44.48K | 13.74K | 59.22K | 40.21K | 64.97K | 113.12K | 117.31K | 72.11K | 148.10K | 108.52K | 82.58K |
| JPMorgan Chase & Co | 14.78K | — | 1.90K | 2.05K | 1.86K | 2.65K | 4.88K | 2.96K | 4.98K | 8.62K | 9.33K | 9.71K | 9.99K | 13.96K | 8.38K | 3.32K | 3.90K | 3.12K | 2.84K | 4.14K |
| PNC Financial Services | 4.83K | 4.83K | 4.83K | 4.86K | 5.36K | 5.36K | 5.36K | 522 | 22 | 122 | 122 | 122 | 230 | 210 | 210 | 610 | 610 | 654 | 818 | 758 |
| Fidelity Management & Research (FMR) | 4.51K | 4.53K | 3.73K | 2.35K | 2.31K | 2.35K | 2.23K | 2.49K | 2.83K | 1.92K | 1.32K | 1.21K | 1.05K | 1.42K | 928 | 1.55K | 553 | 934 | 557 | 500 |
| Citigroup Inc | 3.67K | 3.77K | 53.83K | 203.81K | 404.74K | 452.74K | 452.50K | 451.44K | 450.35K | 445 | 1.65K | 3.69K | 4.37K | 5.57K | 6.08K | 9.77K | 7.37K | 8.23K | 400.31K | 307 |
| D. E. Shaw & Co | 3.39K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Point72 Asset Management | 3.35K | — | 5.43K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Franklin Resources | 3.15K | 4.77K | 4.77K | 4.77K | 4.77K | 4.77K | 4.77K | 4.77K | 4.77K | 4.77K | 4.77K | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 930 | 777 | 620 | 410 | 410 | 410 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | 18.58K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | 23.02K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 48.00K | — | — | — |
| Manulife Financial | — | 767.52K | 467.44K | — | 316.25K | — | — | — | 307.99K | — | — | — | — | — | — | 556.12K | 835.10K | 5.35M | 59.43K | 961.33K |
| Amundi US | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.00K | — | 500 | 1.60K | — | — |
▲ 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