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IGM
iShares Expanded Tech Sector ETF · Financial Services · Asset Management
70Отслеживаемые держатели
+3Δ держателей
20.49MАкций в держании
$3.35BОтчётная стоимость
+6Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.5% ·
поток акций -3.1% ·
новые чистые позиции +2.9%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 70 | +3 | 20.49M | $3.35B | +6 | −4 |
| Q1 2026 | 69 | 0 | 21.26M | $2.51B | +5 | −5 |
| Q4 2025 | 69 | 0 | 24.33M | $3.14B | +1 | −1 |
| Q3 2025 | 9 | -1 | 4.74M | $596.44M | — | −1 |
| Q2 2025 | 7 | 0 | 314.72K | $35.36M | +1 | −1 |
| Q1 2025 | 5 | +3 | 478.70K | $43.40M | +3 | — |
| Q4 2024 | 2 | -2 | 168.49K | $17.20M | — | −2 |
| Q3 2024 | 4 | +4 | 437.40K | $41.96M | +4 | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.23M | -3.6% | $528.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 3 | Raymond James Financial Inc | 1.66M | -5.3% | $271.52M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 1.66M | -7.1% | $270.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 1.36M | -6.3% | $222.22M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 7 | Cerity Partners LLC | 944.12K | -0.9% | $154.44M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Truist Financial Corp | 933.21K | -8.4% | $152.65M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 10 | Bank Of Montreal /Can/ | 695.52K | +3249.2% | $113.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | UBS Group AG | 541.08K | -4.1% | $88.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Ameriprise Financial Inc | 523.63K | -4.2% | $85.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 480.10K | -2.4% | $78.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 413.26K | +7.8% | $67.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Mirae Asset Global Investments Co.… | 404.89K | -16.1% | $66.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 282.18K | -2.0% | $46.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | FIL Ltd | 257.30K | -23.4% | $42.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Victory Capital Management Inc | 254.17K | -12.9% | $41.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 243.17K | +11.8% | $39.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Lido Advisors, LLC | 229.13K | -0.1% | $37.48M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 184.43K | -2.7% | $30.17M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 22 | Cetera Investment Advisers | 153.65K | +1.5% | $25.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Focus Partners Wealth | 145.61K | -0.1% | $23.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 119.68K | -2.6% | $19.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cibc World Market Inc. | 109.69K | -2.4% | $17.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Assetmark, Inc | 107.39K | -12.8% | $17.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Corient Private Wealth LP | 101.28K | -2.0% | $16.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 93.45K | -5.6% | $15.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 29 | Rockefeller Capital Management L.P. | 74.53K | +3.3% | $12.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Jones Financial Companies Lllp | 70.44K | +12.8% | $10.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Deutsche Bank Ag\ | 62.86K | -0.6% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Us Bancorp \De\ | 57.16K | -2.1% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Mariner, LLC | 47.59K | -63.5% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | First Trust Advisors Lp | 45.45K | +3.7% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 44.35K | +6.8% | $7.26M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 36 | Creative Planning | 41.29K | +3.0% | $6.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 40.37K | -4.5% | $6.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 38.38K | +1.9% | $6.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 29.59K | +16.5% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 40 | Mercer Global Advisors Inc /Adv | 29.40K | +4.0% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Brown Advisory Inc | 25.73K | 0.0% | $4.21M | 0.0% | Held | 3 | SEC ↗ |
| 42 | Captrust Financial Advisors | 25.59K | -0.4% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 24.18K | -10.7% | $3.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 22.14K | -18.8% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 19.42K | -0.8% | $3.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Tudor Investment Corp Et Al | 19.18K | +209.5% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Wellington Management ✦ | 17.49K | -83.7% | $2.86M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 48 | Alliancebernstein L.P. | 24.05K | -14.2% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Hrt Financial Lp | 16.51K | +194.5% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 16.11K | -14.4% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 14.87K | +19.6% | $2.43M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 52 | Renaissance Technologies ✦ | 14.32K | Новый | $2.34M | 0.0% | New | 1 | SEC ↗ |
| 53 | Citigroup Inc | 13.78K | +24.3% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Baird Financial Group, Inc. | 11.95K | -11.1% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 55 | Northern Trust Corp | 11.54K | -2.1% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 10.35K | +102.3% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 57 | Blair William & Co/Il | 8.75K | +14.8% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Belvedere Trading LLC | 7.82K | Новый | $1.28M | 0.1% | New | 1 | SEC ↗ |
| 59 | Franklin Resources Inc | 5.90K | 0.0% | $964,467 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 60 | BlackRock ✦ (пассивный) | 2.76K | +9.3% | $451,414 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 61 | D. E. Shaw & Co. ✦ | 2.47K | Новый | $403,388 | 0.0% | New | 1 | SEC ↗ |
| 62 | Financial Engines Advisors L.L.C. | 2.15K | -12.2% | $351,370 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | TD Waterhouse Canada Inc. | 2.01K | 0.0% | $322,806 | 0.0% | Held | 3 | SEC ↗ |
| 64 | IMC-Chicago, LLC | 1.50K | Новый | $244,552 | 0.0% | New | 1 | SEC ↗ |
| 65 | CIBC Bancorp USA Inc. | 1.31K | Новый | $214,993 | 0.0% | New | 1 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 807 | +3.6% | $132,009 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Allspring Global Investments… | 767 | 0.0% | $120,737 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Kayne Anderson Rudnick Investment… | 450 | 0.0% | $73,623 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Simplex Trading, Llc | 88 | Новый | $14,395 | 0.0% | New | 1 | SEC ↗ |
| 70 | Bnp Paribas Financial Markets | 5 | 0.0% | $818 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Renaissance Technologies | $2.34M | 0.0% |
| Belvedere Trading LLC | $1.28M | 0.1% |
| D. E. Shaw & Co. | $403,388 | 0.0% |
| IMC-Chicago, LLC | $244,552 | 0.0% |
| CIBC Bancorp USA Inc. | $214,993 | 0.0% |
| Simplex Trading, Llc | $14,395 | 0.0% |
Закрыто
| Two Sigma Investments | $8.00M | составлял 0.0% |
| HighTower Advisors, LLC | $4.87M | составлял 0.0% |
| Citadel Advisors | $3.77M | составлял 0.0% |
| Jane Street Group, Llc | $3.46M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 500 держатели, 32.99M акции, $3.90B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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