Who owns IYM (IYM)
Which tracked institutional funds hold IYM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYM 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
The tracked-fund tape on IYM is one-sided between 2025-Q4 and 2026-Q1: 55 added or opened and 9 trimmed or exited — on balance accumulating.
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
IYM’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 IYM 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 248 tracked filers holding IYM, 132 increased or opened the position and 67 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 IYM 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 19
- Destiny Wealth Partners, LLC$14M
- TWO SIGMA INVESTMENTS, LP$12M
- PRINCIPAL FINANCIAL GROUP INC$10M
- WealthCare Asset Management, LLC$9M
- MILLENNIUM MANAGEMENT LLC$4M
- Summit Financial Consulting LLC$4M
Full exits 3
- Point72 Asset Management, L.P.$836K
- Orion Porfolio Solutions, LLC$777K
- Sovran Advisors, LLC$724K
Largest adds
- JPMORGAN CHASE & CO$224M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$63M
- BANK OF AMERICA CORP /DE/$45M
- AE Wealth Management LLC$15M
- LPL Financial LLC$14M
- BANK OF NOVA SCOTIA$9M
Largest trims
- PGIM Custom Harvest LLC$35M
- CITIGROUP INC$8M
- Private Advisor Group, LLC$615K
- Composition Wealth, LLC$497K
- NewEdge Advisors, LLC$385K
- Sachetta, LLC$258K
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 1,310,079 | $224M | 27.9% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 767,520 | $135M | 16.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 374,722 | $66M | 8.2% | 2026-Q1 |
| MORGAN STANLEY added | 272,927 | $48M | 6.0% | 2026-Q1 |
| LPL Financial LLC added | 170,329 | $30M | 3.7% | 2026-Q1 |
| COMMERCE BANK trimmed | 107,989 | $19M | 2.4% | 2026-Q1 |
| AE Wealth Management LLC added | 101,287 | $18M | 2.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 100,203 | $18M | 2.2% | 2026-Q1 |
| UBS Group AG added | 80,945 | $14M | 1.8% | 2026-Q1 |
| Destiny Wealth Partners, LLC new | 79,439 | $14M | 1.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 76,123 | $13M | 1.7% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 74,110 | $13M | 1.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 65,800 | $12M | 1.4% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 65,243 | $11M | 1.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC new | 57,480 | $10M | 1.3% | 2026-Q1 |
| WealthCare Asset Management, LLC new | 49,908 | $9M | 1.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 39,821 | $7M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 35,345 | $6M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 33,699 | $6M | 0.7% | 2026-Q1 |
| Three Seasons Wealth, LLC trimmed | 29,017 | $5M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 28,505 | $5M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 26,226 | $5M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 24,956 | $4M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 23,415 | $4M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 23,024 | $4M | 0.5% | 2026-Q1 |
| Summit Financial Consulting LLC new | 21,689 | $4M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 21,424 | $4M | 0.5% | 2026-Q1 |
| Gerald Baker Financial Group LLC new | 27,462 | $4M | 0.4% | 2026-Q1 |
| Conservest Capital Advisors, Inc. added | 19,660 | $3M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 18,844 | $3M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 18,576 | $3M | 0.4% | 2026-Q1 |
| Financial Planning Fort Collins, LLC trimmed | 17,120 | $3M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 15,094 | $3M | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC added | 14,491 | $3M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 14,249 | $3M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 13,679 | $2M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 13,650 | $2M | 0.3% | 2026-Q1 |
| Counterweight Ventures, LLC added | 11,829 | $2M | 0.3% | 2026-Q1 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT new | 11,650 | $2M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 11,594 | $2M | 0.3% | 2026-Q1 |
| Pathway Financial Advisors LLC trimmed | 11,077 | $2M | 0.2% | 2026-Q1 |
| Wealthstar Advisors, LLC added | 10,986 | $2M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 9,098 | $2M | 0.2% | 2026-Q1 |
| First Citizens Financial Corp trimmed | 8,921 | $2M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 8,675 | $2M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 8,518 | $1M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,416 | $1M | 0.2% | 2026-Q1 |
| Navis Wealth Advisors, LLC added | 8,117 | $1M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 8,096 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 7,941 | $1M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 7,495 | $1M | 0.2% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 7,490 | $1M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 6,985 | $1M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 6,518 | $1M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 6,488 | $1M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 6,411 | $1M | 0.1% | 2026-Q1 |
| ROBERTS GLORE & CO INC /IL/ trimmed | 5,872 | $1M | 0.1% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 5,759 | $1M | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 5,816 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 6,255 | $963K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 5,297 | $905K | 0.1% | 2026-Q1 |
| HARMONY ASSET MANAGEMENT LLC trimmed | 5,088 | $895K | 0.1% | 2026-Q1 |
| SHERMAN PORFOLIOS, LLC new | 5,088 | $895K | 0.1% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 5,014 | $882K | 0.1% | 2026-Q1 |
| Buck Wealth Strategies, LLC new | 4,861 | $855K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 4,835 | $851K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC | 4,770 | $839K | 0.1% | 2026-Q1 |
| FMR LLC added | 4,529 | $797K | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. trimmed | 4,251 | $783K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 4,426 | $779K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 4,343 | $776K | 0.1% | 2026-Q1 |
| Wealth Management Partners, LLC added | 4,412 | $776K | 0.1% | 2026-Q1 |
| Simmons Bank trimmed | 3,996 | $703K | 0.1% | 2026-Q1 |
| Blue Line Capital, LLC / IL new | 3,947 | $694K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 3,941 | $693K | 0.1% | 2026-Q1 |
| Lifestyle Asset Management, Inc. new | 3,826 | $673K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 3,769 | $663K | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 3,765 | $662K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 3,641 | $641K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 3,616 | $636K | 0.1% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 3,608 | $635K | 0.1% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 3,602 | $634K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 3,543 | $623K | 0.1% | 2026-Q1 |
| Essex LLC trimmed | 3,539 | $623K | 0.1% | 2026-Q1 |
| KINTRA WEALTH, LLC new | 3,532 | $621K | 0.1% | 2026-Q1 |
| Dakota Wealth Management | 3,500 | $616K | 0.1% | 2026-Q1 |
| Empirical Asset Management, LLC | 3,469 | $610K | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,068 | $540K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC | 3,015 | $530K | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 3,050 | $522K | 0.1% | 2026-Q1 |
| Curi RMB Capital, LLC added | 23,027 | $3M | 0.4% | 2025-Q1 stale |
| NATIONAL BANK OF CANADA /FI/ trimmed | 22,072 | $3M | 0.4% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 15,367 | $2M | 0.3% | 2025-Q3 stale |
| Point72 Asset Management, L.P. new | 5,429 | $836K | 0.1% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC new | 5,048 | $777K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 5,707 | $769K | 0.1% | 2025-Q1 stale |
| Sovran Advisors, LLC added | 4,248 | $724K | 0.1% | 2025-Q4 stale |
| MATAURO, LLC trimmed | 4,526 | $634K | 0.1% | 2025-Q2 stale |
| Family Firm, Inc. added | 4,452 | $600K | 0.1% | 2025-Q1 stale |
| D.A. DAVIDSON & CO. new | 4,340 | $585K | 0.1% | 2025-Q1 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.