Holdings Channel
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Funds Holding IYM

On this page, we present all of the funds holding IYM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYM, with a link to that fund's top holdings. The next columns indicate the amount of IYM stock held by each of the funds holding IYM, followed by the IYM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 196 funds holding IYM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IYM), click the fund name in the "Holder" column of the funds-holding-IYM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE315,095$43,534 12/31/2023
     IYM315,095$43,534 12/31/2023
Morgan Stanley312,307$43,149 12/31/2023
     IYM312,307$43,149 12/31/2023
Green Harvest Asset Management LLC288,743$39,893 12/31/2023
     IYM288,743$39,893 12/31/2023
Wells Fargo & Company MN162,507$22,452 12/31/2023
     IYM162,507$22,452 12/31/2023
UBS Group AG140,200$19,370 12/31/2023
     IYM140,200$19,370 12/31/2023
Commerce Bank117,748$16,268 12/31/2023
     IYM117,748$16,268 12/31/2023
Royal Bank of Canada84,561$11,683 12/31/2023
     IYM84,561$11,683 12/31/2023
LPL Financial LLC72,130$9,966 12/31/2023
     IYM72,130$9,966 12/31/2023
Northwestern Mutual Wealth Management Co.62,767$8,672 12/31/2023
     IYM62,767$8,672 12/31/2023
Commonwealth Equity Services LLC43,230$5,973 12/31/2023
     IYM43,230$5,973 12/31/2023
Sachetta LLC34,898$4,822 12/31/2023
     IYM34,898$4,822 12/31/2023
Bank of Nova Scotia33,100$4,573 12/31/2023
     IYM33,100$4,573 12/31/2023
Equitable Holdings Inc.29,136$4,025 12/31/2023
     IYM29,136$4,025 12/31/2023
Ameriprise Financial Inc.26,822$3,706 12/31/2023
     IYM26,822$3,706 12/31/2023
Citadel Advisors LLC $2,787 12/31/2023
     IYM14,776$2,041 12/31/2023
     Call5,400$746 12/31/2023
Advisor Group Holdings Inc.20,123$2,781 12/31/2023
     IYM20,123$2,781 12/31/2023
Connectus Wealth LLC19,069$2,641 12/31/2023
     IYM19,069$2,641 12/31/2023
AE Wealth Management LLC18,930$2,525 12/31/2023
     IYM18,930$2,525 12/31/2023
Envestnet Asset Management Inc.18,174$2,511 12/31/2023
     IYM18,174$2,511 12/31/2023
MML Investors Services LLC17,532$2,422 12/31/2023
     IYM17,532$2,422 12/31/2023
Wade G W & Inc.16,230$2,242 12/31/2023
     IYM16,230$2,242 12/31/2023
Pathway Financial Advisors LLC12,973$1,917 03/31/2024
     IYM12,973$1,917 03/31/2024
Goldman Sachs Group Inc.13,739$1,898 12/31/2023
     IYM13,739$1,898 12/31/2023
First Citizens Financial Corp13,716$1,895 12/31/2023
     IYM13,716$1,895 12/31/2023
Counterweight Ventures LLC12,770$1,764 12/31/2023
     IYM12,770$1,764 12/31/2023
KKM Financial LLC11,898$1,638 12/31/2023
     IYM11,898$1,638 12/31/2023
Wealthstar Advisors LLC10,855$1,603 03/31/2024
     IYM10,855$1,603 03/31/2024
Rockefeller Capital Management L.P.11,403$1,576 12/31/2023
     IYM11,403$1,576 12/31/2023
Raymond James Financial Services Advisors Inc.11,150$1,540 12/31/2023
     IYM11,150$1,540 12/31/2023
Bank of Montreal Can11,021$1,538 12/31/2023
     IYM11,021$1,538 12/31/2023
CI Private Wealth LLC11,076$1,530 12/31/2023
     IYM11,076$1,530 12/31/2023
GWM Advisors LLC10,854$1,500 12/31/2023
     IYM10,854$1,500 12/31/2023
Cetera Advisor Networks LLC9,439$1,304 12/31/2023
     IYM9,439$1,304 12/31/2023
JPMorgan Chase & Co.9,327$1,289 12/31/2023
     IYM9,327$1,289 12/31/2023
Kellett Schaffner Wealth Advisors LLC8,653$1,195 12/31/2023
     IYM8,653$1,195 12/31/2023
Navis Wealth Advisors LLC7,845$1,084 12/31/2023
     IYM7,845$1,084 12/31/2023
Raymond James & Associates7,590$1,049 12/31/2023
     IYM7,590$1,049 12/31/2023
Harmony Asset Management LLC7,486$1,034 12/31/2023
     IYM7,486$1,034 12/31/2023
Cetera Advisors LLC7,178$992 12/31/2023
     IYM7,178$992 12/31/2023
Nvwm LLC6,934$958 12/31/2023
     IYM6,934$958 12/31/2023
Steward Partners Investment Advisory LLC6,839$945 12/31/2023
     IYM6,839$945 12/31/2023
Proficio Capital Partners LLC6,680$923 12/31/2023
     IYM6,680$923 12/31/2023
Captrust Financial Advisors6,287$869 12/31/2023
     IYM6,287$869 12/31/2023
Roberts Glore & Co. Inc. IL6,253$864 12/31/2023
     IYM6,253$864 12/31/2023
Stonebridge Financial Planning Group LLC5,586$772 12/31/2023
     IYM5,586$772 12/31/2023
Kestra Advisory Services LLC5,409$747 12/31/2023
     IYM5,409$747 12/31/2023
Simmons Bank5,379$743 12/31/2023
     IYM5,379$743 12/31/2023
Dohj LLC4,911$726 03/31/2024
     IYM4,911$726 03/31/2024
Cambridge Investment Research Advisors Inc.5,164$713 12/31/2023
     IYM5,164$713 12/31/2023
Cottonwood Capital Advisors LLC4,945$683 12/31/2023
     IYM4,945$683 12/31/2023
Essex LLC4,865$672 12/31/2023
     IYM4,865$672 12/31/2023
BKD Wealth Advisors LLC4,522$668 03/31/2024
     IYM4,522$668 03/31/2024
Bray Capital Advisors4,835$668 12/31/2023
     IYM4,835$668 12/31/2023
Franklin Resources Inc.4,770$659 12/31/2023
     IYM4,770$659 12/31/2023
Mattern Wealth Management LLC4,608$637 12/31/2023
     IYM4,608$637 12/31/2023
Mercer Global Advisors Inc. ADV4,576$632 12/31/2023
     IYM4,576$632 12/31/2023
Ferguson Wellman Capital Management Inc.4,240$626 03/31/2024
     IYM4,240$626 03/31/2024
HighTower Advisors LLC4,337$599 12/31/2023
     IYM4,337$599 12/31/2023
Comerica Bank4,265$589 12/31/2023
     IYM4,265$589 12/31/2023
Northern Trust Corp4,200$580 12/31/2023
     IYM4,200$580 12/31/2023
Unionview LLC4,160$575 12/31/2023
     IYM4,160$575 12/31/2023
Wiley BROS. Aintree Capital LLC3,856$570 03/31/2024
     IYM3,856$570 03/31/2024
Daiwa Securities Group Inc.4,000$553 12/31/2023
     IYM4,000$553 12/31/2023
Qube Research & Technologies Ltd3,777$522 12/31/2023
     IYM3,777$522 12/31/2023
Private Advisor Group LLC3,659$506 12/31/2023
     IYM3,659$506 12/31/2023
Pathstone Holdings LLC3,377$467 12/31/2023
     IYM3,377$467 12/31/2023
Family Firm Inc.3,349$463 12/31/2023
     IYM3,349$463 12/31/2023
HFG Advisors Inc.2,963$438 03/31/2024
     IYM2,963$438 03/31/2024
Prospera Financial Services Inc3,143$434 12/31/2023
     IYM3,143$434 12/31/2023
Patriot Investment Management Inc.2,925$432 03/31/2024
     IYM2,925$432 03/31/2024
Ifrah Financial Services Inc.3,116$430 12/31/2023
     IYM3,116$430 12/31/2023
Stifel Financial Corp3,103$429 12/31/2023
     IYM3,103$429 12/31/2023
IFG Advisory LLC3,076$425 12/31/2023
     IYM3,076$425 12/31/2023
Bartlett & Co. LLC2,955$410 12/31/2023
     IYM2,955$410 12/31/2023
Bartlett & CO. Wealth Management LLC2,955$410 12/31/2023
     IYM2,955$410 12/31/2023
Moloney Securities Asset Management LLC2,956$408 12/31/2023
     IYM2,956$408 12/31/2023
Prudential Financial Inc.2,845$393 12/31/2023
     IYM2,845$393 12/31/2023
Aspen Wealth Strategies LLC2,819$390 12/31/2023
     IYM2,819$390 12/31/2023
SPC Financial Inc.2,782$384 12/31/2023
     IYM2,782$384 12/31/2023
Signal Advisors Wealth LLC2,559$378 03/31/2024
     IYM2,559$378 03/31/2024
Foguth Wealth Management LLC.2,526$373 03/31/2024
     IYM2,526$373 03/31/2024
Wealth Management Partners LLC2,511$371 03/31/2024
     IYM2,511$371 03/31/2024
Spire Wealth Management2,808$371 12/31/2023
     IYM2,808$371 12/31/2023
Adell Harriman & Carpenter Inc.2,587$357 12/31/2023
     IYM2,587$357 12/31/2023
Busey Wealth Management2,556$353 12/31/2023
     IYM2,556$353 12/31/2023
Clear Creek Financial Management LLC2,541$351 12/31/2023
     IYM2,541$351 12/31/2023
United Capital Financial Advisers LLC2,535$350 12/31/2023
     IYM2,535$350 12/31/2023
Navellier & Associates Inc2,356$326 12/31/2023
     IYM2,356$326 12/31/2023
Peapack Gladstone Financial Corp2,350$325 12/31/2023
     IYM2,350$325 12/31/2023
Mariner LLC2,345$324 12/31/2023
     IYM2,345$324 12/31/2023
Independence Bank of Kentucky2,175$321 03/31/2024
     IYM2,175$321 03/31/2024
Picton Mahoney Asset Management2,300$318 12/31/2023
     IYM2,300$318 12/31/2023
Fifth Third Securities Inc.2,095$309 03/31/2024
     IYM2,095$309 03/31/2024
MAI Capital Management2,138$295 12/31/2023
     IYM2,138$295 12/31/2023
Beacon Pointe Advisors LLC2,122$293 12/31/2023
     IYM2,122$293 12/31/2023
Mutual Advisors LLC2,115$292 12/31/2023
     IYM2,115$292 12/31/2023
Legacy Advisors LLC2,116$292 12/31/2023
     IYM2,116$292 12/31/2023
Huntington National Bank2,030$280 12/31/2023
     IYM2,030$280 12/31/2023
Synovus Financial Corp1,930$267 12/31/2023
     IYM1,930$267 12/31/2023
Atria Wealth Solutions Inc.1,924$266 12/31/2023
     IYM1,924$266 12/31/2023
Family Asset Management LLC1,916$265 12/31/2023
     IYM1,916$265 12/31/2023
Jane Street Group LLC1,833$253 12/31/2023
     IYM1,833$253 12/31/2023
Snowden Capital Advisors LLC1,818$251 12/31/2023
     IYM1,818$251 12/31/2023
Susquehanna International Group LLP1,685$233 12/31/2023
     IYM1,685$233 12/31/2023
First Heartland Consultants Inc.1,658$229 12/31/2023
     IYM1,658$229 12/31/2023
Citigroup Inc.1,651$228 12/31/2023
     IYM1,651$228 12/31/2023
EP Wealth Advisors LLC1,632$225 12/31/2023
     IYM1,632$225 12/31/2023
Coastal Bridge Advisors LLC1,613$223 12/31/2023
     IYM1,613$223 12/31/2023
Gilman Hill Asset Management LLC1,500$222 03/31/2024
     IYM1,500$222 03/31/2024
Southern Capital Advisors LLC1,599$221 12/31/2023
     IYM1,599$221 12/31/2023
Cetera Investment Advisers1,588$219 12/31/2023
     IYM1,588$219 12/31/2023
Wealth Enhancement Advisory Services LLC1,455$215 03/31/2024
     IYM1,455$215 03/31/2024
Blue Chip Partners Inc.1,537$212 12/31/2023
     IYM1,537$212 12/31/2023
JNB Advisors LLC1,531$212 12/31/2023
     IYM1,531$212 12/31/2023
Advisory Services Network LLC1,521$210 12/31/2023
     IYM1,521$210 12/31/2023
TrinityPoint Wealth LLC1,520$210 12/31/2023
     IYM1,520$210 12/31/2023
Janney Montgomery Scott LLC1,494$206 12/31/2023
     IYM1,494$206 12/31/2023
Focus Financial Network Inc. ADV1,484$205 12/31/2023
     IYM1,484$205 12/31/2023
Glass Jacobson Investment Advisors llc1,480$204 12/31/2023
     IYM1,480$204 12/31/2023
GTS Securities LLC1,453$201 12/31/2023
     IYM1,453$201 12/31/2023
Geneos Wealth Management Inc.1,412$195 12/31/2023
     IYM1,412$195 12/31/2023
Principal Securities Inc.1,382$191 12/31/2023
     IYM1,382$191 12/31/2023
Tower Research Capital LLC TRC 1,376$190 12/31/2023
     IYM1,376$190 12/31/2023
FMR LLC1,319$182 12/31/2023
     IYM1,319$182 12/31/2023
Centaurus Financial Inc.1,194$165 12/31/2023
     IYM1,194$165 12/31/2023
Piscataqua Savings Bank995$147 03/31/2024
     IYM995$147 03/31/2024
Cranbrook Wealth Management LLC980$145 03/31/2024
     IYM980$145 03/31/2024
Montag A & Associates Inc.1,000$138 12/31/2023
     IYM1,000$138 12/31/2023
Vima LLC861$119 12/31/2023
     IYM861$119 12/31/2023
Allworth Financial LP744$103 12/31/2023
     IYM744$103 12/31/2023
CWM LLC628$93 03/31/2024
     IYM628$93 03/31/2024
GPS Wealth Strategies Group LLC625$86 12/31/2023
     IYM625$86 12/31/2023
Harel Insurance Investments & Financial Services Ltd.598$83 12/31/2023
     IYM598$83 12/31/2023
Focused Wealth Management Inc544$75 12/31/2023
     IYM544$75 12/31/2023
Pinnacle Bank464$69 03/31/2024
     IYM464$69 03/31/2024
Whittier Trust Co. of Nevada Inc.500$69 12/31/2023
     IYM500$69 12/31/2023
Atlantic Edge Private Wealth Management LLC490$68 12/31/2023
     IYM490$68 12/31/2023
O Shaughnessy Asset Management LLC437$60 12/31/2023
     IYM437$60 12/31/2023
Mine & Arao Wealth Creation & Management LLC.421$58 12/31/2023
     IYM421$58 12/31/2023
Field & Main Bank410$57 12/31/2023
     IYM410$57 12/31/2023
US Bancorp DE400$55 12/31/2023
     IYM400$55 12/31/2023
Aptus Capital Advisors LLC400$55 12/31/2023
     IYM400$55 12/31/2023
Guardian Wealth Advisors LLC NC400$55 12/31/2023
     IYM400$55 12/31/2023
National Bank of Canada FI375$52 12/31/2023
     IYM375$52 12/31/2023
Providence Capital Advisors LLC376$52 12/31/2023
     IYM376$52 12/31/2023
Colonial Trust Co SC350$48 12/31/2023
     IYM350$48 12/31/2023
Anchor Investment Management LLC325$45 12/31/2023
     IYM325$45 12/31/2023
Advisors Preferred LLC316$44 12/31/2023
     IYM316$44 12/31/2023
Wetzel Investment Advisors Inc.308$43 12/31/2023
     IYM308$43 12/31/2023
Coastal Investment Advisors Inc.280$41 03/31/2024
     IYM280$41 03/31/2024
Truvestments Capital LLC300$41 12/31/2023
     IYM300$41 12/31/2023
IFP Advisors Inc273$38 12/31/2023
     IYM273$38 12/31/2023
Founders Capital Management250$37 03/31/2024
     IYM250$37 03/31/2024
New Republic Capital LLC254$35 12/31/2023
     IYM254$35 12/31/2023
Colonial Trust Advisors236$33 12/31/2023
     IYM236$33 12/31/2023
Parallel Advisors LLC230$32 12/31/2023
     IYM230$32 12/31/2023
Rosenberg Matthew Hamilton230$32 12/31/2023
     IYM230$32 12/31/2023
Blair William & Co. IL215$30 12/31/2023
     IYM215$30 12/31/2023
Creative Financial Designs Inc. ADV208$29 12/31/2023
     IYM208$29 12/31/2023
Turtle Creek Wealth Advisors LLC206$28 12/31/2023
     IYM206$28 12/31/2023
Caldwell Sutter Capital Inc.180$27 03/31/2024
     IYM180$27 03/31/2024
NBC Securities Inc.185$27 03/31/2024
     IYM185$27 03/31/2024
Westside Investment Management Inc.160$24 03/31/2024
     IYM160$24 03/31/2024
Laurel Wealth Advisors LLC172$24 12/31/2023
     IYM172$24 12/31/2023
Front Row Advisors LLC170$23 12/31/2023
     IYM170$23 12/31/2023
Mycio Wealth Partners LLC160$22 12/31/2023
     IYM160$22 12/31/2023
Salem Investment Counselors Inc.134$20 03/31/2024
     IYM134$20 03/31/2024
MTM Investment Management LLC145$20 12/31/2023
     IYM145$20 12/31/2023
CENTRAL TRUST Co123$17 12/31/2023
     IYM123$17 12/31/2023
The PNC Financial Services Group Inc.122$17 12/31/2023
     IYM122$17 12/31/2023
Harbour Investments Inc.114$16 12/31/2023
     IYM114$16 12/31/2023
Harbor Investment Advisory LLC100$15 03/31/2024
     IYM100$15 03/31/2024
Capital Investment Advisory Services LLC106$15 12/31/2023
     IYM106$15 12/31/2023
Davis Capital Management88$13 03/31/2024
     IYM88$13 03/31/2024
Davidson Capital Management Inc.91$13 12/31/2023
     IYM91$13 12/31/2023
Private Trust Co. NA85$12 12/31/2023
     IYM85$12 12/31/2023
Phillips Financial Management LLC88$12 12/31/2023
     IYM88$12 12/31/2023
Armstrong Advisory Group Inc.79$11 03/31/2024
     IYM79$11 03/31/2024
Ables Iannone Moore & Associates Inc.75$10 12/31/2023
     IYM75$10 12/31/2023
AdvisorNet Financial Inc45$7 03/31/2024
     IYM45$7 03/31/2024
Global Retirement Partners LLC50$7 12/31/2023
     IYM50$7 12/31/2023
Sunbelt Securities Inc.33$5 03/31/2024
     IYM33$5 03/31/2024
Planned Solutions Inc.34$5 12/31/2023
     IYM34$5 12/31/2023
Tsfg LLC27$4 03/31/2024
     IYM27$4 03/31/2024
South State CORP.30$4 12/31/2023
     IYM30$4 12/31/2023
Ameritas Investment Partners Inc.30$4 12/31/2023
     IYM30$4 12/31/2023
Creekmur Asset Management LLC32$4 12/31/2023
     IYM32$4 12/31/2023
OLD Second National Bank of Aurora20$3 12/31/2023
     IYM20$3 12/31/2023
HM Payson & Co.10$1 12/31/2023
     IYM10$1 12/31/2023
Signaturefd LLC7$1 12/31/2023
     IYM7$1 12/31/2023
Retirement Group LLC6$1 12/31/2023
     IYM6$1 12/31/2023
HighMark Wealth Management LLC6$1 12/31/2023
     IYM6$1 12/31/2023
Live Oak Investment Partners8$1 12/31/2023
     IYM8$1 12/31/2023
Farther Finance Advisors LLC7$1 12/31/2023
     IYM7$1 12/31/2023
Register Financial Advisors LLC2$0 03/31/2024
     IYM2$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     IYM0$0 12/31/2023
TD Waterhouse Canada Inc.1$0 12/31/2023
     IYM1$0 12/31/2023

See Summary: Institutional Holders of IYM
See Details: Top 10 Hedge Funds Holding IYM
Also See: IYM Holdings Changes

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