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This page summarizes the IBOC holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether IBOC is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IBOC Share Count |
|---|
| Smartleaf Asset Management LLC |
4 |
19 |
+15 |
+375.00% |
| Ronald Blue Trust Inc. |
58 |
217 |
+159 |
+274.14% |
| CWM LLC |
6 |
21 |
+15 |
+250.00% |
| CBOE Vest Financial LLC |
4,668 |
15,461 |
+10,793 |
+231.21% |
| Boston Trust Walden Corp |
1,020,506 |
1,458,098 |
+437,592 |
+42.88% |
| GAMMA Investing LLC |
40 |
54 |
+14 |
+35.00% |
| BNP Paribas Arbitrage SA |
21,417 |
28,275 |
+6,858 |
+32.02% |
| Mirae Asset Global Investments Co. Ltd. |
32,148 |
42,298 |
+10,150 |
+31.57% |
| JJJ Advisors Inc. |
919 |
1,018 |
+99 |
+10.77% |
| Cresta Advisors Ltd. |
50,468 |
54,741 |
+4,273 |
+8.47% |
| Diversified Trust Co |
14,973 |
15,929 |
+956 |
+6.38% |
| Zurcher Kantonalbank Zurich Cantonalbank |
13,094 |
13,911 |
+817 |
+6.24% |
| Parallel Advisors LLC |
2,573 |
2,662 |
+89 |
+3.46% |
| Reinhart Partners Inc. |
621,602 |
640,513 |
+18,911 |
+3.04% |
| Principal Financial Group Inc. |
216,828 |
222,652 |
+5,824 |
+2.69% |
| Louisiana State Employees Retirement System |
15,000 |
15,400 |
+400 |
+2.67% |
| State of Michigan Retirement System |
12,812 |
13,112 |
+300 |
+2.34% |
| Signaturefd LLC |
1,345 |
1,367 |
+22 |
+1.64% |
| Texas Permanent School Fund |
46,104 |
46,709 |
+605 |
+1.31% |
| Householder Group Estate & Retirement Specialist LLC |
1,074 |
1,088 |
+14 |
+1.30% |
| New York State Teachers Retirement System |
101,267 |
101,834 |
+567 |
+0.56% |
| Retirement Systems of Alabama |
66,842 |
67,020 |
+178 |
+0.27% |
| 13F Filers Reporting New Positions In IBOC |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Natixis Advisors L.P. |
0 |
10,168 |
+10,168 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
10 |
+10 |
+100% |
| Allspring Global Investments Holdings LLC |
0 |
2,683 |
+2,683 |
+100% |
| Eldred Rock Partners LLC |
0 |
138,321 |
+138,321 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Fifth Third Bancorp |
265 |
265 |
UNCH |
0.00% |
| Capital Advisors Inc. OK |
6,992 |
6,992 |
UNCH |
0.00% |
| New Mexico Educational Retirement Board |
10,800 |
10,800 |
UNCH |
0.00% |
| Nisa Investment Advisors LLC |
31,357 |
31,357 |
UNCH |
0.00% |
| Los Angeles Capital Management & Equity Research Inc. |
11,649 |
11,649 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
24 |
24 |
UNCH |
0.00% |
| SOL Capital Management CO |
256,525 |
256,525 |
UNCH |
0.00% |
| State of Alaska Department of Revenue |
5,768 |
5,768 |
UNCH |
0.00% |
| Callahan Advisors LLC |
6,985 |
6,985 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
4 |
4 |
UNCH |
0.00% |
| Allworth Financial LP |
316 |
316 |
UNCH |
0.00% |
| JFS Wealth Advisors LLC |
64 |
64 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
285 |
285 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
105 |
105 |
UNCH |
0.00% |
| Avion Wealth |
12 |
12 |
UNCH |
0.00% |
| Spire Wealth Management |
19 |
19 |
UNCH |
0.00% |
| DiNuzzo Private Wealth Inc. |
13 |
13 |
UNCH |
0.00% |
| 13F Filers Decreasing IBOC Share Count |
|---|
| SJS Investment Consulting Inc. |
107 |
18 |
-89 |
-83.18% |
| SG Americas Securities LLC |
12,900 |
5,269 |
-7,631 |
-59.16% |
| Massmutual Trust Co. FSB ADV |
46 |
36 |
-10 |
-21.74% |
| New York Life Investment Management LLC |
8,064 |
6,621 |
-1,443 |
-17.89% |
| Oregon Public Employees Retirement Fund |
15,030 |
13,192 |
-1,838 |
-12.23% |
| Polaris Capital Management LLC |
815,808 |
730,008 |
-85,800 |
-10.52% |
| Amalgamated Bank |
30,692 |
27,999 |
-2,693 |
-8.77% |
| Kovack Advisors Inc. |
165,294 |
156,494 |
-8,800 |
-5.32% |
| Teacher Retirement System of Texas |
32,300 |
30,781 |
-1,519 |
-4.70% |
| Victory Capital Management Inc. |
65,600 |
62,794 |
-2,806 |
-4.28% |
| Bank of New York Mellon Corp |
724,503 |
697,647 |
-26,856 |
-3.71% |
| Mutual of America Capital Management LLC |
32,984 |
31,800 |
-1,184 |
-3.59% |
| Yousif Capital Management LLC |
24,767 |
24,204 |
-563 |
-2.27% |
| Securian Asset Management Inc |
4,419 |
4,319 |
-100 |
-2.26% |
| Commonwealth Equity Services LLC |
30,348 |
29,722 |
-626 |
-2.06% |
| Westover Capital Advisors LLC |
50,400 |
50,213 |
-187 |
-0.37% |
| 13F Filers Exiting IBOC |
|---|
| Glassman Wealth Services |
122 |
0 |
-122 |
-100.00% |
| Capstone Investment Advisors LLC |
9,157 |
0 |
-9,157 |
-100.00% |
See Summary: Institutional Holders of IBOC
See Details: Top 10 Hedge Funds Holding IBOC
Also See: IBOC Insider Buying
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