13F QoQ Ownership Changes
IBRX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 46 new · 95 added · 128 reduced · 34 exited
New Positions(46)
Added To(95)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 6,152,684 | +5,012,001 | $12.2M | +$9.4M | 439.4% |
| STATE STREET CORP | 16,455,703 | +5,139,890 | $32.6M | +$4.7M | 45.4% |
| JANE STREET GROUP, LLC | 14,901,624 | +1,451,245 | $29.5M | -$3.6M | 10.8% |
| VANGUARD GROUP INC | 32,777,257 | +5,122,052 | $64.9M | -$3.1M | 18.5% |
| Kercheville Advisors, LLC | 584,174 | +65,074 | $4.3M | +$3.0M | 12.5% |
| Voleon Capital Management LP | 1,514,586 | +1,498,332 | $3.0M | +$3.0M | 9218.2% |
| TWO SIGMA INVESTMENTS, LP | 4,717,843 | +2,109,983 | $9.3M | +$2.9M | 80.9% |
| TWO SIGMA ADVISERS, LP | 1,142,256 | +1,024,600 | $2.3M | +$2.0M | 870.8% |
| BlackRock, Inc. | 25,601,219 | +5,790,256 | $50.7M | +$2.0M | 29.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,462,299 | +328,845 | $10.8M | -$1.8M | 6.4% |
| MORGAN STANLEY | 5,106,214 | +1,732,644 | $10.1M | +$1.8M | 51.4% |
| AlphaCore Capital LLC | 3,000,544 | +12,000 | $5.9M | -$1.4M | 0.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 7,920,178 | +1,030,113 | $15.7M | -$1.3M | 14.9% |
| SIMPLEX TRADING, LLC | 493,445 | +453,955 | $977.0K | +$976.9K | 1149.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,501,666 | +202,206 | $5.0M | -$703.4K | 8.8% |
| BANK OF AMERICA CORP /DE/ | 2,382,503 | +727,727 | $4.7M | +$646.6K | 44.0% |
| NORTHERN TRUST CORP | 2,230,112 | +225,824 | $4.4M | -$514.9K | 11.3% |
| Squarepoint Ops LLC | 1,494,713 | +481,422 | $3.0M | +$466.8K | 47.5% |
| WELLS FARGO & COMPANY/MN | 515,920 | +245,675 | $1.0M | +$356.7K | 90.9% |
| ExodusPoint Capital Management, LP | 367,881 | +205,498 | $728.4K | +$328.9K | 126.5% |
| Private Advisor Group, LLC | 161,074 | +148,222 | $318.9K | +$287.3K | 1153.3% |
| BARCLAYS PLC | 959,894 | +32,207 | $2.5M | +$252.0K | 3.5% |
| Virtus Investment Advisers, LLC | 289,581 | +150,272 | $573.4K | +$230.7K | 107.9% |
| Quadrature Capital Ltd | 436,869 | +174,478 | $865.0K | +$222.1K | 66.5% |
| PROFUND ADVISORS LLC | 224,684 | +127,142 | $444.9K | +$204.9K | 130.3% |
| JPMORGAN CHASE & CO | 1,219,879 | +161,911 | $2.4M | -$187.2K | 15.3% |
| UBS Group AG | 1,995,607 | +315,025 | $4.0M | -$182.9K | 18.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 75,776 | +3,280 | $150.0K | +$149.9K | 4.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 461,176 | +38,345 | $913.1K | -$127.0K | 9.1% |
| SEI INVESTMENTS CO | 78,035 | +66,226 | $154.5K | +$125.5K | 560.8% |
| RHUMBLINE ADVISERS | 327,602 | +12,979 | $648.6K | -$125.3K | 4.1% |
| Bank of New York Mellon Corp | 882,327 | +123,546 | $1.7M | -$119.6K | 16.3% |
| MILLENNIUM MANAGEMENT LLC | 118,428 | +70,132 | $234.5K | +$115.7K | 145.2% |
| Corient Private Wealth LLC | 333,149 | +136,858 | $369.0K | -$113.9K | 69.7% |
| Chicago Partners Investment Group LLC | 24,648 | +172 | $159.0K | +$95.8K | 0.7% |
| Rafferty Asset Management, LLC | 607,330 | +154,872 | $1.2M | +$89.5K | 34.2% |
| RENAISSANCE TECHNOLOGIES LLC | 1,231,770 | +215,571 | $2.4M | -$60.9K | 21.2% |
| Balyasny Asset Management L.P. | 51,640 | +33,914 | $102.2K | +$58.6K | 191.3% |
| Clearstead Advisors, LLC | 311,700 | +38,704 | $617.2K | -$54.4K | 14.2% |
| Sowell Financial Services LLC | 103,691 | +6 | $205.3K | -$49.8K | 0.0% |
| Hennion & Walsh Asset Management, Inc. | 402,639 | +95,855 | $797.2K | +$42.5K | 31.2% |
| SBI Securities Co., Ltd. | 119,322 | +6,016 | $236.3K | -$42.5K | 5.3% |
| Legacy Financial Advisors, Inc. | 76,650 | +31,400 | $151.8K | +$40.5K | 69.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 168,095 | +18,776 | $332.8K | -$34.5K | 12.6% |
| KLP KAPITALFORVALTNING AS | 70,600 | +26,900 | $139.8K | +$32.3K | 61.5% |
| Legal & General Group Plc | 292,468 | +69,580 | $579.1K | +$30.8K | 31.2% |
| Invesco Ltd. | 182,836 | +23,353 | $362.0K | -$30.3K | 14.6% |
| Swiss National Bank | 652,400 | +138,900 | $1.3M | +$28.5K | 27.0% |
| R Squared Ltd | 35,180 | +17,710 | $69.7K | +$26.7K | 101.4% |
| CAPTRUST FINANCIAL ADVISORS | 56,397 | +249 | $111.7K | -$26.5K | 0.4% |
| Kestra Advisory Services, LLC | 89,838 | +27,938 | $177.9K | +$25.6K | 45.1% |
| Wealth Management Partners, LLC | 25,500 | +15,000 | $50.5K | +$24.7K | 142.8% |
| DEUTSCHE BANK AG\ | 219,831 | +33,520 | $435.3K | -$23.1K | 18.0% |
| Hills Bank & Trust Co | 40,945 | +16,762 | $81.1K | +$21.6K | 69.3% |
| MetLife Investment Management, LLC | 164,265 | +40,785 | $325.2K | +$21.5K | 33.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 172,491 | +41,320 | $341.5K | +$16.3K | 31.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 317,119 | +68,157 | $627.9K | +$15.4K | 27.4% |
| Crestwood Advisors Group, LLC | 33,052 | +489 | $65.4K | -$14.7K | 1.5% |
| Federation des caisses Desjardins du Quebec | 7,000 | +6,958 | $13.9K | +$13.8K | 16566.7% |
| ProShare Advisors LLC | 97,440 | +24,434 | $192.9K | +$13.3K | 33.5% |
| COURIER CAPITAL LLC | 56,000 | +6,000 | $110.9K | -$12.1K | 12.0% |
| Cetera Investment Advisers | 36,647 | +11,813 | $72.6K | +$11.5K | 47.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 60,411 | +16,419 | $119.6K | +$11.4K | 37.3% |
| Arizona State Retirement System | 92,162 | +13,976 | $182.5K | -$9.9K | 17.9% |
| CIBC Private Wealth Group LLC | 9,113 | +5,613 | $18.0K | +$9.4K | 160.4% |
| JONES FINANCIAL COMPANIES LLLP | 6,882 | +4,460 | $13.6K | +$7.5K | 184.1% |
| Equitable Holdings, Inc. | 15,925 | +425 | $31.5K | -$6.6K | 2.7% |
| Mutual Advisors, LLC | 30,200 | +2,500 | $59.8K | -$6.4K | 9.0% |
| Voya Investment Management LLC | 49,426 | +7,049 | $97.9K | -$6.4K | 16.6% |
| HARBOUR INVESTMENTS, INC. | 4,460 | +3,460 | $8.8K | +$6.4K | 346.0% |
| Police & Firemen's Retirement System of New Jersey | 79,407 | +13,313 | $157.2K | -$5.4K | 20.1% |
| Mirae Asset Global Investments Co., Ltd. | 47,863 | +11,319 | $94.8K | +$4.9K | 31.0% |
| Sequoia Financial Advisors, LLC | 28,783 | +2,271 | $57.0K | -$4.7K | 8.6% |
| Mariner, LLC | 17,814 | +1,689 | $35.3K | -$4.4K | 10.5% |
| MAI Capital Management | 3,566 | +2,468 | $7.1K | +$4.4K | 224.8% |
| Engineers Gate Manager LP | 26,968 | +3,578 | $53.4K | -$4.1K | 15.3% |
| Vanguard Personalized Indexing Management, LLC | 13,758 | +1,057 | $27.2K | -$4.0K | 8.3% |
| Nuveen, LLC | 633,094 | +125,134 | $1.3M | +$3.9K | 24.6% |
| Arax Advisory Partners | 22,156 | +5,925 | $43.9K | +$3.9K | 36.5% |
| Compound Planning, Inc. | 10,505 | +500 | $20.8K | -$3.8K | 5.0% |
| Creative Planning | 67,635 | +14,492 | $133.9K | +$3.2K | 27.3% |
| AMERIPRISE FINANCIAL INC | 37,792 | +6,495 | $74.8K | -$2.2K | 20.8% |
| XPONANCE, INC. | 23,168 | +5,270 | $45.9K | +$1.8K | 29.4% |
| Spire Wealth Management | 844 | +422 | $1.7K | +$633 | 100.0% |
| Sterling Capital Management LLC | 4,279 | +1,036 | $8.5K | +$494 | 31.9% |
| Cambridge Investment Research Advisors, Inc. | 290,577 | +220,287 | $575 | +$402 | 313.4% |
| Ameritas Investment Partners, Inc. | 23,957 | +4,739 | $47.4K | +$159 | 24.6% |
| Root Financial Partners, LLC | 173 | +87 | $343 | +$131 | 101.2% |
| Rialto Wealth Management, LLC | 50 | +46 | $99 | +$89 | 1150.0% |
| Handelsbanken Fonder AB | 144,800 | +48,800 | $287 | +$51 | 50.8% |
| FMR LLC | 13,579 | +2,665 | $26.9K | +$38 | 24.4% |
| SG Americas Securities, LLC | 49,097 | +18,791 | $97 | +$22 | 62.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 158,242 | +37,188 | $314 | +$16 | 30.7% |
| AMALGAMATED BANK | 9,272 | +4,004 | $18 | +$5 | 76.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,830 | +1,335 | $8 | +$2 | 53.5% |