13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
IPAC

ISHARES CORE MSCI PACIFIC

189 institutions still hold ISHARES CORE MSCI PACIFIC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434v696·189 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.3%
vs prior quarter
13F value held
$1.5B
54.0% inst. owned
of float
Holders
189
+57 QoQ
filers reporting
Activity
+50 / −12
+839 added · −720 reduced
this quarter
Concentration
31.61%
Blue Trust, Inc. #1
top holder share
AI Holders Summary · Q1 2026

189 institutions reported IPAC in Q1 2026. Blue Trust, Inc. leads at 31.6% of the visible book. +57 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Blue Trust, Inc.
CIK 0001856022
$469M6.1M5.36%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$310M4.0M0.08%Q1 202603
JPMORGAN CHASE & CO
CIK 0000019617
$180M2.4M0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$76M994K0.00%Q1 202605
ASSETMARK, INC
CIK 0001344551
$71M967K0.14%Q4 202506
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$69M896K0.01%Q1 202607
MATHER GROUP, LLC.
CIK 0001527641
$50M658K0.50%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$46M604K0.04%Q1 202609
Elm Partners Management LLC
CIK 0001743941
$38M508K1.63%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$31M403K0.03%Q1 202611
Bank Julius Baer & Co. Ltd, Zurich
CIK 0001544599
$18M236K0.05%Q1 202612
Mandatum Life Insurance Co Ltd
CIK 0001664324
$18M231K3.97%Q1 202613
Roberts Financial LLC
CIK 0001767602
$16M210K5.11%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M204K0.00%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M201K0.00%Q1 202616
GREENWOOD CAPITAL ASSOCIATES LLC
CIK 0001161822
$14M183K1.54%Q1 202617
VALLEY WEALTH MANAGERS, INC.
CIK 0000924166
$13M174K0.81%Q4 202518
Rockefeller Capital Management L.P.
CIK 0001739439
$12M152K0.02%Q1 202619
BlackRock, Inc.
CIK 0002012383
$12M151K0.00%Q1 202620
Blue Edge Capital, LLC
CIK 0001599620
$11M148K1.50%Q1 2026
Page 1 of 10
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