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IBOC Holdings Changes image
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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing IBOC Share Count
CWM LLC 6 21 +15 +250.00%
Boston Trust Walden Corp 1,020,506 1,458,098 +437,592 +42.88%
GAMMA Investing LLC 40 54 +14 +35.00%
JJJ Advisors Inc. 919 1,018 +99 +10.77%
Diversified Trust Co 14,973 15,929 +956 +6.38%
Zurcher Kantonalbank Zurich Cantonalbank 13,094 13,911 +817 +6.24%
Reinhart Partners Inc. 621,602 640,513 +18,911 +3.04%
Louisiana State Employees Retirement System 15,000 15,400 +400 +2.67%
State of Michigan Retirement System 12,812 13,112 +300 +2.34%
New York State Teachers Retirement System 101,267 101,834 +567 +0.56%
13F Filers Reporting New Positions In IBOC
Natixis Advisors L.P. 0 10,168 +10,168 +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%
New Mexico Educational Retirement Board 10,800 10,800 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%
Capital Advisors Ltd. LLC 285 285 UNCH 0.00%
Lindbrook Capital LLC 105 105 UNCH 0.00%
Spire Wealth Management 19 19 UNCH 0.00%
13F Filers Decreasing IBOC Share Count
SJS Investment Consulting Inc. 107 18 -89 -83.18%
Massmutual Trust Co. FSB ADV 46 36 -10 -21.74%
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%
Bank of New York Mellon Corp 724,503 697,647 -26,856 -3.71%

See Summary: Institutional Holders of IBOC
See Details: Top 10 Hedge Funds Holding IBOC
Also See: IBOC Insider Buying

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