% of shares outstanding is not shown for IHI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for IHI in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,228,2963.2M | $172M | — | TRIM -6% |
| 2 | CITIGROUP INC | 1,952,8722.0M | $104M | — | ADD 862% |
| 3 | GOLDMAN SACHS GROUP INC | 1,777,7961.8M | $95M | — | ADD 671% |
| 4 | BANK OF AMERICA CORP /DE/ | 1,344,9151.3M | $72M | — | TRIM -22% |
| 5 | LPL Financial LLC | 1,289,6841.3M | $69M | — | TRIM -15% |
| 6 | WELLS FARGO & COMPANY/MN | 1,169,4951.2M | $62M | — | ADD 18% |
| 7 | TWO SIGMA INVESTMENTS, LP | 1,117,0001.1M | $60M | — | ADD 568% |
| 8 | UBS Group AG | 946,706946,706 | $51M | — | TRIM -7% |
| 9 | RAYMOND JAMES FINANCIAL INC | 901,608901,608 | $48M | — | ADD 38% |
| 10 | ROYAL BANK OF CANADA | 729,683729,683 | $39M | — | TRIM -4% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| CITIGROUP INC | +1,749,840 | $93M | ADD |
| GOLDMAN SACHS GROUP INC | +1,547,315 | $83M | ADD |
| TWO SIGMA INVESTMENTS, LP | +949,800 | $51M | ADD |
| D. E. Shaw & Co., Inc. | +292,088 | $16M | ADD |
| RAYMOND JAMES FINANCIAL INC | +247,278 | $13M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. | −2,486,802 | $133M | TRIM |
| BANK OF AMERICA CORP /DE/ | −388,172 | $21M | TRIM |
| LPL Financial LLC | −226,963 | $12M | TRIM |
| MORGAN STANLEY | −211,727 | $11M | TRIM |
| TUDOR INVESTMENT CORP ET AL | −207,281 | $11M | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 2.9M | 2.8M | 2.9M | 3.0M | 3.4M | 3.2M | $172M |
| CITIGROUP INC | 186K | 107K | 89K | 47K | 203K | 2.0M | $104M |
| GOLDMAN SACHS GROUP INC | 291K | 427K | 703K | 248K | 230K | 1.8M | $95M |
| BANK OF AMERICA CORP /DE/ | 2.7M | 1.6M | 1.9M | 1.7M | 1.7M | 1.3M | $72M |
| LPL Financial LLC | 2.2M | 2.1M | 2.1M | 1.5M | 1.5M | 1.3M | $69M |
| WELLS FARGO & COMPANY/MN | 1.1M | 1.1M | 1.1M | 1.0M | 991K | 1.2M | $62M |
| TWO SIGMA INVESTMENTS, LP | — | — | — | 206K | 167K | 1.1M | $60M |
| UBS Group AG | 1.2M | 1.2M | 1.1M | 1.0M | 1.0M | 947K | $51M |
| RAYMOND JAMES FINANCIAL INC | 667K | 757K | 680K | 633K | 654K | 902K | $48M |
| ROYAL BANK OF CANADA | 711K | 699K | 1.3M | 745K | 762K | 730K | $39M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
