IGM

Ishares Expanded Tech SectorETF
UnclassifiedUSCUSIP 464287549◍ Confluence graph
Tracked 13F Holders
506
-72 QoQ
13F Value (tracked)
$4.1B
13F Moves · latest Q
18 added
18 trimmed
Recent Filings
0

Who owns IGM?

506 tracked 13F filers

506 tracked 13F filers disclose a position in IGM as of the latest SEC 13F filings, a combined $4.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$397.3M
3.4M
−12%
Reduced · −437K sh
Q1 2026
2MORGAN STANLEY
$276.5M
2.3M
−2.4%
Reduced · −58K sh
Q1 2026
3SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$343.9M
2.1M
+13%
Added · +244K sh
Q2 2026
4ENVESTNET ASSET MANAGEMENT INC
$211.1M
1.8M
+6.2%
Added · +104K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$207.7M
1.8M
−1.2%
Reduced · −21K sh
Q1 2026
6LPL Financial LLC
$171.8M
1.4M
−0.3%
Reduced · −5K sh
Q1 2026
7JPMORGAN CHASE & CO
$140.1M
1.2M
−51%
Reduced · −1.3M sh
Q1 2026
8ROYAL BANK OF CANADA
$146.3M
1.2M
−2.9%
Reduced · −36K sh
Q1 2026
9TRUIST FINANCIAL CORP
$120.8M
1.0M
−0.6%
Reduced · −6K sh
Q1 2026
10Cerity Partners LLC
$112.9M
952K
+1.0%
Added · +10K sh
Q1 2026
11WestEnd Advisors, LLC
$116.9M
715K
−14%
Reduced · −121K sh
Q2 2026
12Destination Wealth Management
$73.6M
621K
−0.7%
Reduced · −5K sh
Q1 2026
13UBS Group AG
$66.9M
564K
+10%
Added · +51K sh
Q1 2026
14Gray Foundation
$91.5M
559K
Held
Q2 2026
15AMERIPRISE FINANCIAL INC
$64.8M
547K
−29%
Reduced · −219K sh
Q1 2026
16COMMONWEALTH EQUITY SERVICES, LLC
$58.3M
492K
+1.5%
Added · +7K sh
Q1 2026
17Mirae Asset Global Investments Co., Ltd.
$57.2M
482K
+82%
Added · +217K sh
Q1 2026
18Steward Partners Investment Advisory, LLC
$73.0M
446K
−45%
Reduced · −365K sh
Q2 2026
19WELLS FARGO & COMPANY/MN
$45.4M
383K
−9.7%
Reduced · −41K sh
Q1 2026
20PGIM Custom Harvest LLC
$43.7M
369K
−0.8%
Reduced · −3K sh
Q1 2026
21Portfolio Strategies, Inc.
$55.9M
341K
−1.1%
Reduced · −4K sh
Q2 2026
22FIL Ltd
$39.8M
336K
New
+336K sh
Q1 2026
23VICTORY CAPITAL MANAGEMENT INC
$34.6M
292K
+1.0%
Added · +3K sh
Q1 2026
24STIFEL FINANCIAL CORP
$34.1M
288K
+2.6%
Added · +7K sh
Q1 2026
25Legacy Financial Strategies, LLC
$41.8M
256K
−0.1%
Reduced · −318 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is IGM being bought or sold by institutions?

Last quarter, 4 funds opened a new position in IGM and 14 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
14
funds
Reduced
18
funds
Exited
0
funds

Funds that own IGM also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA300 funds$123.7B
APPLE INCAAPL298 funds$100.9B
MICROSOFT CORPMSFT298 funds$94.1B
AMAZON.COM INCAMZN298 funds$70.3B
ALPHABET INC-CL CGOOG292 funds$43.7B
ALPHABET INC-CL AGOOGL291 funds$53.7B
JPMORGAN CHASE & COJPM284 funds$25.3B
BROADCOM INCAVGO283 funds$49.0B
META PLATFORMS INC-CLASS AMETA283 funds$36.7B
VANGUARD S&P 500 ETFVOO283 funds$16.1B
ISHARES CORE S&P 500 ETFIVV282 funds$26.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B282 funds$16.9B

Ranked by how many of IGM's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

375 funds+100 since Q3 2024
0225450Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.4B

Share classes

Class13F holdersValue held
IVViShares S&P 500 ETF3704 funds$571.3B
IJRiShares Core S&P Small-Cap ETF2585 funds$70.2B
IJHiShares Core S&P Mid-Cap ETF2499 funds$85.9B
IWMiShares Russell 2000 ETF2452 funds$74.5B
IWFcs2285 funds$85.6B
EFAcs2061 funds$55.9B
IVWcs1946 funds$46.5B
AGGiShares Core US Aggregate Bond ETF1903 funds$113.7B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for IGM

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Ask your agent what changed in IGM

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IGM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IGM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IGM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.