Who owns IEMG (IEMG)
Which tracked institutional funds hold IEMG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IEMG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
771 tracked funds added or opened IEMG while 338 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IEMG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 1.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IEMG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2265 tracked filers holding IEMG, 1205 increased or opened the position and 965 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IEMG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 100
- TIAA Wealth Investment Management LLC$1.2B
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$889M
- OLD MISSION CAPITAL LLC$622M
- COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$259M
- UNC Management Company, Inc.$77M
- CITADEL ADVISORS LLC$77M
Full exits 77
- NewEdge Advisors, LLC$163M
- Southern Farm Bureau Life Insurance$132M
- COMERICA BANK$91M
- Quent Long Short Global Small Cap Fund, LP$59M
- Litman Gregory Wealth Management LLC$45M
- AXXCESS WEALTH MANAGEMENT, LLC$39M
Largest adds
- BANK OF AMERICA CORP /DE/$3.7B
- MORGAN STANLEY$1.9B
- UBS Group AG$1.7B
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.3B
- WELLS FARGO & COMPANY/MN$939M
- ENVESTNET ASSET MANAGEMENT INC$784M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$2.1B
- State of New Jersey Common Pension Fund D$648M
- Envestnet Portfolio Solutions, Inc.$449M
- Dynasty Wealth Management, LLC$272M
- JPMORGAN CHASE & CO$195M
- CWM, LLC$156M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 219,869,621 | $15.3B | 15.5% | 2026-Q1 |
| MORGAN STANLEY added | 126,259,202 | $8.8B | 8.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 87,384,260 | $6.1B | 6.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 86,783,237 | $6.1B | 6.1% | 2026-Q1 |
| Creative Planning added | 77,654,854 | $5.4B | 5.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 52,231,526 | $3.6B | 3.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 49,048,198 | $3.4B | 3.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 45,035,771 | $3.0B | 3.1% | 2026-Q1 |
| Wealthfront Advisers LLC added | 40,686,196 | $2.8B | 2.9% | 2026-Q1 |
| UBS Group AG added | 37,646,267 | $2.6B | 2.7% | 2026-Q1 |
| US BANCORP \DE\ added | 29,529,985 | $2.1B | 2.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 26,326,701 | $1.8B | 1.9% | 2026-Q1 |
| FMR LLC trimmed | 21,583,944 | $1.5B | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 20,828,872 | $1.5B | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 19,905,325 | $1.4B | 1.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 20,057,125 | $1.4B | 1.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 19,440,275 | $1.4B | 1.4% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 17,919,365 | $1.2B | 1.2% | 2026-Q1 |
| WIT, LLC trimmed | 16,233,759 | $1.1B | 1.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 15,024,436 | $1.0B | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 13,889,171 | $969M | 1.0% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 12,751,935 | $889M | 0.9% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 12,458,692 | $869M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 11,502,715 | $802M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 10,028,023 | $699M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 9,297,033 | $648M | 0.7% | 2026-Q1 |
| M&T Bank Corp added | 9,289,811 | $648M | 0.7% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 9,074,872 | $633M | 0.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 9,020,598 | $629M | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 8,920,272 | $622M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 8,868,236 | $619M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 8,765,443 | $611M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 8,698,552 | $606M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 7,926,302 | $553M | 0.6% | 2026-Q1 |
| Retirement Systems of Alabama | 7,584,431 | $529M | 0.5% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 7,184,416 | $501M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 6,972,866 | $486M | 0.5% | 2026-Q1 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND added | 6,873,267 | $479M | 0.5% | 2026-Q1 |
| Jordan Park Group LLC trimmed | 6,808,959 | $473M | 0.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 6,947,510 | $467M | 0.5% | 2026-Q1 |
| Invesco Ltd. added | 6,631,573 | $463M | 0.5% | 2026-Q1 |
| Cerity Partners LLC added | 6,279,041 | $438M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 6,222,866 | $434M | 0.4% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 5,901,117 | $412M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 5,867,903 | $409M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 5,758,444 | $402M | 0.4% | 2026-Q1 |
| Betterment LLC trimmed | 5,653,446 | $394M | 0.4% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 5,559,794 | $388M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 5,287,290 | $369M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 5,194,737 | $362M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 4,951,901 | $345M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 4,897,997 | $342M | 0.3% | 2026-Q1 |
| Japan Science & Technology Agency added | 4,620,513 | $322M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 4,509,997 | $315M | 0.3% | 2026-Q1 |
| Ballentine Partners, LLC added | 4,271,360 | $298M | 0.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 4,264,324 | $297M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,204,420 | $293M | 0.3% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,047,517 | $282M | 0.3% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 3,946,368 | $275M | 0.3% | 2026-Q1 |
| Nationwide Fund Advisors trimmed | 3,801,904 | $265M | 0.3% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 3,718,473 | $259M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 3,609,503 | $252M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 3,605,987 | $252M | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,591,660 | $251M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 3,572,002 | $249M | 0.3% | 2026-Q1 |
| Municipal Employees' Retirement System of Michigan trimmed | 3,313,829 | $231M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 3,247,216 | $226M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,192,744 | $223M | 0.2% | 2026-Q1 |
| Stairway Partners, LLC added | 3,180,698 | $222M | 0.2% | 2026-Q1 |
| Matson Money. Inc. trimmed | 3,077,453 | $215M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 3,061,820 | $214M | 0.2% | 2026-Q1 |
| Valeo Financial Advisors, LLC added | 2,956,984 | $206M | 0.2% | 2026-Q1 |
| Haverford Trust Co added | 2,947,980 | $206M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 2,932,074 | $205M | 0.2% | 2026-Q1 |
| Choate Investment Advisors added | 2,819,485 | $197M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,659,228 | $185M | 0.2% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 2,642,855 | $184M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,617,742 | $183M | 0.2% | 2026-Q1 |
| Dynasty Wealth Management, LLC trimmed | 2,596,299 | $181M | 0.2% | 2026-Q1 |
| Investure, LLC added | 2,587,897 | $181M | 0.2% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 2,520,224 | $176M | 0.2% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 2,508,449 | $175M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 2,432,761 | $170M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,417,521 | $169M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 2,359,105 | $165M | 0.2% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 2,349,281 | $164M | 0.2% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 2,314,425 | $161M | 0.2% | 2026-Q1 |
| Hirtle & Co., LLC trimmed | 2,278,273 | $159M | 0.2% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 2,262,667 | $158M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 2,191,664 | $153M | 0.2% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 2,187,140 | $153M | 0.2% | 2026-Q1 |
| Balentine LLC trimmed | 2,173,077 | $152M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 2,121,426 | $148M | 0.1% | 2026-Q1 |
| Hackensack Meridian Health, Inc. trimmed | 2,115,000 | $148M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 2,058,665 | $144M | 0.1% | 2026-Q1 |
| Connecticut Wealth Management, LLC added | 2,042,072 | $142M | 0.1% | 2026-Q1 |
| &PARTNERS added | 1,982,986 | $139M | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 1,984,690 | $138M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 2,003,455 | $136M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 2,423,535 | $163M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.