IGM Institutional Ownership & Shareholders
ISHARES EXPANDED TECH SECTOR (IGM) is currently held by 547 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.20B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IGM tracked by InsiderSet, reporting ownership valued at approximately $528.70M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $487.40M, representing an estimated loss of -7.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed IGM value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Signature Estate & Investment Advisors Llc, and several other long-term asset managers with concentrated positions in ISHARES EXPANDED TECH SECTOR (IGM).
This page ranks the largest institutional IGM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
547
Total Reported Value
$5.20B
Largest Holder
Bank Of America Corp
Largest Position
$528.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.03% | 3,232,078 | $528,703,400 | $487,397,362 | -$41,306,038 | -7.81% | |
| Morgan Stanley | 0.02% | 2,351,927 | $384,728,506 | $354,670,592 | -$30,057,914 | -7.81% | |
| Signature Estate & Investment Advisors Llc | 6.25% | 2,096,238 | $354,348,061 | $316,112,690 | -$38,235,371 | -10.79% | |
| Raymond James Financial Inc | 0.07% | 1,659,888 | $271,524,523 | $250,311,110 | -$21,213,413 | -7.81% | |
| Envestnet Asset Management Inc | 0.06% | 1,655,001 | $270,725,011 | $249,574,151 | -$21,150,860 | -7.81% | |
| Lpl Financial Llc | 0.05% | 1,358,497 | $222,222,925 | $204,861,348 | -$17,361,577 | -7.81% | |
| Royal Bank Of Canada | 0.03% | 1,194,984 | $195,475,000 | $180,203,587 | -$15,271,413 | -7.81% | |
| Cerity Partners Llc | 0.19% | 944,121 | $154,439,390 | $142,373,447 | -$12,065,943 | -7.81% | |
| Truist Financial Corp | 0.18% | 902,696 | $152,591,813 | $136,126,557 | -$16,465,256 | -10.79% | |
| Jpmorgan Chase & Co | 0.01% | 913,067 | $145,999,764 | $137,690,504 | -$8,309,260 | -5.69% | |
| Janney Montgomery Scott Llc | 0.28% | 873,191 | $142,837,000 | $131,677,203 | -$11,159,797 | -7.81% | |
| Westend Advisors, Llc | 2.64% | 708,110 | $119,706,026 | $106,782,988 | -$12,923,038 | -10.80% | |
| Bank Of Montreal | 0.04% | 695,523 | $113,773,652 | $104,884,868 | -$8,888,784 | -7.81% | |
| Destination Wealth Management | 2.30% | 603,056 | $98,647,894 | $90,940,845 | -$7,707,049 | -7.81% | |
| Gray Foundation | 20.16% | 559,116 | $91,460,195 | $84,314,693 | -$7,145,502 | -7.81% | |
| Ubs Group Ag | 0.01% | 541,084 | $88,510,521 | $81,595,467 | -$6,915,054 | -7.81% | |
| Ameriprise Financial Inc | 0.02% | 523,630 | $85,796,451 | $78,963,404 | -$6,833,047 | -7.96% | |
| Commonwealth Equity Services, Llc | 0.11% | 480,538 | $81,230,060 | $72,465,130 | -$8,764,930 | -10.79% | |
| Steward Partners Investment Advisory, Llc | 0.37% | 446,206 | $72,990,371 | $67,287,865 | -$5,702,506 | -7.81% | |
| Wells Fargo & Company/Mn | 0.01% | 413,258 | $67,600,754 | $62,319,306 | -$5,281,448 | -7.81% | |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | 357,260 | $60,391,230 | $53,874,808 | -$6,516,422 | -10.79% | |
| Portfolio Strategies, Inc. | 5.48% | 341,472 | $55,857,689 | $51,493,978 | -$4,363,711 | -7.81% | |
| Pgim Custom Harvest Llc | 0.67% | 327,192 | $53,521,983 | $49,340,554 | -$4,181,429 | -7.81% | |
| Stifel Financial Corp | 0.04% | 282,184 | $46,160,327 | $42,553,347 | -$3,606,980 | -7.81% | |
| Legacy Financial Strategies, Llc | 7.16% | 260,734 | $44,074,458 | $39,318,687 | -$4,755,771 | -10.79% | |
| Fil Ltd | 0.03% | 257,300 | $42,089,134 | $38,800,840 | -$3,288,294 | -7.81% | |
| Victory Capital Management Inc | 0.02% | 254,167 | $41,576,562 | $38,328,384 | -$3,248,178 | -7.81% | |
| Osaic Holdings, Inc. | 0.05% | 243,168 | $39,783,584 | $36,669,734 | -$3,113,850 | -7.83% | |
| Coppell Advisory Solutions Llc | 3.16% | 27 | $38,205,031 | $4,072 | -$38,200,959 | -99.99% | |
| Lido Advisors, Llc | 0.13% | 229,127 | $37,480,643 | $34,552,352 | -$2,928,291 | -7.81% | |
| Allworth Financial Lp | 0.16% | 225,825 | $36,940,518 | $34,054,410 | -$2,886,108 | -7.81% | |
| Goldman Sachs Group Inc | 0.00% | 184,430 | $30,169,059 | $27,812,044 | -$2,357,015 | -7.81% | |
| Cetera Investment Advisers | 0.02% | 153,650 | $25,134,157 | $23,170,420 | -$1,963,737 | -7.81% | |
| Exchange Traded Concepts, Llc | 0.11% | 147,889 | $24,999,157 | $22,301,661 | -$2,697,496 | -10.79% | |
| Focus Partners Wealth | 0.02% | 145,612 | $23,819,236 | $21,958,290 | -$1,860,946 | -7.81% | |
| White Lighthouse Investment Management Inc. | 2.70% | 132,563 | $22,408,493 | $19,990,500 | -$2,417,993 | -10.79% | |
| Bailard, Inc. | 0.44% | 129,139 | $21,829,729 | $19,474,161 | -$2,355,568 | -10.79% | |
| Mathes Company, Inc. | 6.26% | 123,235 | $20,159,000 | $18,583,838 | -$1,575,162 | -7.81% | |
| Mml Investors Services, Llc | 0.04% | 119,676 | $19,576,547 | $18,047,141 | -$1,529,406 | -7.81% | |
| Assetmark, Inc | 0.03% | 108,030 | $18,261,408 | $16,290,924 | -$1,970,484 | -10.79% | |
| Hb Wealth Management, Llc | 0.09% | 106,503 | $18,003,345 | $16,060,652 | -$1,942,693 | -10.79% | |
| Cibc World Market Inc. | 0.03% | 109,692 | $17,943,417 | $16,541,554 | -$1,401,863 | -7.81% | |
| Sanctuary Advisors, Llc | 0.08% | 105,670 | $17,285,522 | $15,935,036 | -$1,350,486 | -7.81% | |
| Shira Ridge Wealth Management | 5.87% | 99,967 | $16,898,432 | $15,075,024 | -$1,823,408 | -10.79% | |
| Sagespring Wealth Partners, Llc | 0.25% | 99,045 | $16,742,487 | $14,935,986 | -$1,806,501 | -10.79% | |
| Wealthspire Advisors, Llc | 0.09% | 101,013 | $16,523,709 | $15,232,760 | -$1,290,949 | -7.81% | |
| Apollon Wealth Management, Llc | 0.19% | 97,707 | $16,516,368 | $14,734,216 | -$1,782,152 | -10.79% | |
| Corient Private Wealth Llc | 0.02% | 100,862 | $16,499,059 | $15,209,990 | -$1,289,069 | -7.81% | |
| Decker Wealth Management Llc | 3.23% | 93,948 | $15,880,959 | $14,167,358 | -$1,713,601 | -10.79% | |
| Dynamic Wealth Strategies, Llc | 8.31% | 92,307 | $15,603,575 | $13,919,896 | -$1,683,679 | -10.79% |
Frequently asked questions about IGM
Who are the largest institutional holders of IGM?
The largest institutional holders of IGM reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Signature Estate & Investment Advisors Llc, Raymond James Financial Inc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported IGM position.
What is IGM institutional ownership?
This page tracks IGM positions reported by institutional investment managers through SEC Form 13F. ISHARES EXPANDED TECH SECTOR (IGM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IGM?
InsiderSet currently tracks 547 institutional managers reporting IGM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IGM shareholders.
How much IGM stock do institutions own?
Institutional investment managers disclosed approximately $5.20B in IGM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IGM institutional ownership last updated?
The latest IGM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IGM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IGM position after the reporting date.
Are institutions buying or selling IGM?
Institutional buying and selling can be analyzed by comparing IGM positions across consecutive 13F reporting periods. InsiderSet's IGM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IGM ownership changes.
How has IGM institutional ownership changed over time?
InsiderSet tracks IGM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.