250 tracked 13F filers disclose a position in IYM as of the latest SEC 13F filings, a combined $949.8M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $224.4M | 1.3M | ▲688× Added · +1.3M sh | Q1 2026 | |
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $135.0M | 768K | ▲+64% Added · +300K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $65.9M | 375K | ▲+176% Added · +239K sh | Q1 2026 | |
| 4 | USA FINANCIAL FORMULAS | $63.6M | 355K | ▲New +355K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $48.0M | 273K | ▲+5.3% Added · +14K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $30.0M | 170K | ▲+68% Added · +69K sh | Q1 2026 | |
| 7 | ASSETMARK, INC | $27.4M | 153K | ▲New +153K sh | Q2 2026 | |
| 8 | Camarda Financial Advisors, LLC | $20.3M | 113K | ▲New +113K sh | Q2 2026 | |
| 9 | COMMERCE BANK | $19.3M | 107K | ▼−0.7% Reduced · −764 sh | Q2 2026 | |
| 10 | AE Wealth Management LLC | $17.8M | 101K | ▲+485% Added · +84K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $17.6M | 100K | ▲+35% Added · +26K sh | Q1 2026 | |
| 12 | UBS Group AG | $14.2M | 81K | ▲+1.6% Added · +1K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.4M | 76K | ▲+13% Added · +9K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $11.6M | 66K | ▲New +66K sh | Q1 2026 | |
| 15 | PGIM Custom Harvest LLC | $11.5M | 65K | ▼−79% Reduced · −238K sh | Q1 2026 | |
| 16 | PRINCIPAL FINANCIAL GROUP INC | $10.1M | 57K | ▲+323% Added · +44K sh | Q1 2026 | |
| 17 | BANK OF NOVA SCOTIA | $8.5M | 47K | ▼−36% Reduced · −27K sh | Q2 2026 | |
| 18 | Summit Financial Consulting LLC | $7.6M | 43K | ▲+96% Added · +21K sh | Q2 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.0M | 40K | ▲+86% Added · +18K sh | Q1 2026 | |
| 20 | First Heartland Consultants, Inc. | $7.1M | 40K | ▲26× Added · +38K sh | Q2 2026 | |
| 21 | Sharp Wealth Advisory, LLC | $7.1M | 40K | ▲New +40K sh | Q2 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $6.2M | 35K | ▼−3.2% Reduced · −1K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $5.9M | 34K | ▼−10% Reduced · −4K sh | Q1 2026 | |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $6.0M | 33K | ▲27× Added · +32K sh | Q2 2026 | |
| 25 | CENTAURUS FINANCIAL, INC. | $5.1M | 29K | ▲New +29K 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.
Last quarter, 13 funds opened a new position in IYM and 18 added to an existing one, while 7 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).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 130 funds | $97.6B |
| AMAZON.COM INCAMZN | 130 funds | $51.2B |
| APPLE INCAAPL | 129 funds | $82.6B |
| MICROSOFT CORPMSFT | 129 funds | $67.8B |
| JPMORGAN CHASE & COJPM | 125 funds | $22.6B |
| ALPHABET INC-CL AGOOGL | 124 funds | $48.3B |
| ALPHABET INC-CL CGOOG | 124 funds | $24.6B |
| BROADCOM INCAVGO | 123 funds | $36.4B |
| META PLATFORMS INC-CLASS AMETA | 123 funds | $26.3B |
| WALMART INCWMT | 123 funds | $15.7B |
| JOHNSON & JOHNSONJNJ | 123 funds | $14.1B |
| COSTCO WHOLESALE CORPCOST | 122 funds | $12.2B |
Ranked by how many of IYM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IVViShares S&P 500 ETF | 3704 funds | $571.3B |
| IJRiShares Core S&P Small-Cap ETF | 2585 funds | $70.2B |
| IJHiShares Core S&P Mid-Cap ETF | 2499 funds | $85.9B |
| IWMiShares Russell 2000 ETF | 2452 funds | $74.5B |
| IWFcs | 2285 funds | $85.6B |
| EFAcs | 2061 funds | $55.9B |
| IVWcs | 1946 funds | $46.5B |
| AGGiShares Core US Aggregate Bond ETF | 1903 funds | $113.7B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IYM
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IYM/capital-change-brief"
Use Arkolith's capital_change_brief for IYM. 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 IYM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.