Inst. Holders
50 funds
IG
IGM
ISHARES TR
$172.03 ▲ +1.05%
Prev close $170.2412 New Institutional Positions7 Institutional Exits
Snapshot
The big-picture read on IGM right now — valuation, ownership and activity at a glance.
Inst. Value
$3.5B
Inst. Activity
12 buys / 7 sells
Price chart 30d +6.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 short_volume
Short Volume: IGM — 97.3% short (1.3M / 1.4M)
Short: 1,331,819 | Exempt: 80 | TRF Vol: 1,368,905 | Short Ratio: 97.3% | Off-exchange volume (dark
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — TRIM
913,067 shares ($146.0M)
Jun 30, 2026 Inst.
BANK OF MONTREAL /CAN/ — DOUBLED
695,523 shares ($113.8M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
short_volume
Short Volume: IGM — 97.3% short (1.3M / 1.4M)
Short: 1,331,819 | Exempt: 80 | TRF Vol: 1,368,905 | Short Ratio: 97.3% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
ftd
FTD: IGM — 5,736 shares ($0.9M) failed to deliver
Settlement: 20260911, Price: $160.26, FTD Value: $919,251.36, ISHARES EXPANDED TECH SECTOR E
Sep 7, 2026
dark_pool
Dark Pool: IGM — 0.1M shares, 2,901 trades
Week starting 2026-09-07. Total ATS volume: 135,608 shares across 2,901 trades.
Aug 31, 2026
dark_pool
Dark Pool: IGM — 0.2M shares, 3,284 trades
Week starting 2026-08-31. Total ATS volume: 215,714 shares across 3,284 trades.
Aug 24, 2026
dark_pool
Dark Pool: IGM — 0.3M shares, 3,048 trades
Week starting 2026-08-24. Total ATS volume: 255,104 shares across 3,048 trades.
Institutional ownership
Which big funds own IGM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.5B total value (21,641,215 shares) as of 2026-Q2. Top holders: BANK, MORGAN, RAYMOND. Net buying activity: 12 institutions added/increased vs 7 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 3,232,078 | $528.7M | 15.0% | TRIM -28.2% |
| MORGAN STANLEY | 2,351,927 | $384.7M | 10.9% | — |
| RAYMOND JAMES FINANCIAL INC | 1,659,888 | $271.5M | 7.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,655,001 | $270.7M | 7.7% | TRIM -50.2% |
| LPL Financial LLC | 1,358,497 | $222.2M | 6.3% | — |
| ROYAL BANK OF CANADA | 1,194,984 | $195.5M | 5.5% | — |
| Cerity Partners LLC | 944,121 | $154.4M | 4.4% | — |
| TRUIST FINANCIAL CORP | 933,207 | $152.7M | 4.3% | TRIM -49.1% |
| JPMORGAN CHASE & CO | 913,067 | $146.0M | 4.1% | TRIM -26.1% |
| BANK OF MONTREAL /CAN/ | 695,523 | $113.8M | 3.2% | DOUBLED +3249.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | TRIM | 1,236,061 | 913,067 | -26.1% | $146.0M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 20,767 | 695,523 | +3249.2% | $113.8M |
| Steward Partners Investment Advisory, LLC | TRIM | 811,567 | 446,206 | -45.0% | $73.0M |
| EXCHANGE TRADED CONCEPTS, LLC | NEW | — | 144,540 | — | $23.6M |
| Wealthspire Advisors, LLC | DOUBLED | 3,714 | 101,013 | +2619.8% | $16.5M |
| Private Advisor Group, LLC | ADD | 52,317 | 69,486 | +32.8% | $11.4M |
| Mariner, LLC | TRIM | 130,314 | 47,588 | -63.5% | $7.8M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 6,197 | 19,177 | +209.5% | $3.1M |
| WELLINGTON MANAGEMENT GROUP LLP | NEAR_EXIT | 106,970 | 17,492 | -83.6% | $2.9M |
| Farther Finance Advisors, LLC | DOUBLED | 7,127 | 16,442 | +130.7% | $2.7M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IGM.
Shares short
155,792
Settlement Sep 15, 2026
Change vs prior
+2.5%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume