IPAC · iShares Core MSCI Pacific ETF · Holdings ETF

$83.29 -0.79 (-0.94%)

Volume · Oct 22 88.46K Avg daily vol (3M) 90.28K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 39

Total Value: $103,989,353

Total Shares: 8,813,692

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 39 13F filers · Δ vs Jun 30, 2026

Top Holder

92.7%

+67.1 pts

Top 5

100.0%

+40.9 pts

Top 10

100.0%

+24.8 pts

HHI

8,620

Highly concentrated+7,565

Who Holds IPAC

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 188 filers, like-for-like change +1.6%; actively managed books +1.4%; index-like books +4.9%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	36.8%	108	-9.7%	14	5
Adviser	5.1%	4	+1259.2%	1	0
Bank	14.6%	12	+14.1%	0	1
Broker-dealer	0.5%	1	-1.9%	0	0
Holding company	6.5%	6	+4.9%	0	0
Exempt adviser	0.0%	0	—	0	0
Unknown	36.5%	57	-3.4%	6	4

Style	Share	Filers	Change	New	Exited
Index-like	5.9%	6	+4.9%	0	0
Concentrated	38.0%	56	-1.2%	7	3
Diversified active	56.0%	125	+3.2%	14	7
Systematic-like	0.0%	0	—	0	0
Unknown	0.1%	1	+59.2%	0	0
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	89.2%	137	-2.6%	13	5
Medium turnover	5.0%	30	-12.5%	5	5
High turnover	0.1%	2	-51.3%	1	0
Unknown	5.7%	19	+780.8%	2	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	5.5%	14	+993.0%	2	0
Medium horizon	2.3%	36	-0.9%	4	1
Long horizon	92.2%	134	-3.3%	13	8
Unknown	0.0%	4	-24.9%	2	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	7.0%	68	+5.7%	9	3
$1B to $10B	32.4%	46	-2.2%	6	5
$10B to $100B	20.0%	48	+28.6%	4	1
$100B or more	40.6%	26	-5.8%	2	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	29.7%	96	-15.5%	12	5
Registered funds and BDCs	5.8%	2	+29.9%	0	0
Pension and profit sharing plans	0.0%	3	+6.5%	0	0
Corporations	0.0%	1	0.0%	0	0
Other investment advisers	0.5%	2	-0.8%	0	0
Other	0.7%	1	+20.5%	0	0
Diversified	0.0%	3	+714.4%	2	0
Pooled investment vehicles	0.0%	0	—	0	0
Unknown	63.2%	80	+9.7%	7	5

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.1%	2	+16.9%	1	0
Private equity funds	1.0%	5	+17.7%	3	0
Securitized asset funds	0.0%	1	-91.7%	0	0
Other private funds	3.4%	5	+17.6%	0	0
Private funds, type not stated	0.0%	1	-10.7%	0	0
No private funds	32.3%	92	-12.5%	9	4
Real estate funds	0.0%	2	-21.0%	1	1
Unknown	63.2%	80	+9.7%	7	5

Location	Share	Filers	Change	New	Exited
United States	96.7%	175	+1.5%	20	10
Outside the US	3.3%	13	+3.7%	1	0

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 5 holders with no observed 2026-03-31 13F and 4 holders with no observed 2026-06-30 13F.

Conviction and Crowding

188 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

16.0% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.176%

Mar 31, 2026: 0

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

75.1%

of 13F shares, Herfindahl 0.105

Active holders

+1.4%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 17.4 quarters

Under 1 year 8.56% 1 to 3 years 29.5% 3 years or more 61.9% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Fund Ownership of IPAC by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 151,317 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	151,317	1
Active ETFs	0	0
Active funds	0	0
Unclassified	18,381	1
All registered funds	169,698	2

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -149

Institutional value: -94.6%

Shares held: -62.3%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Blue Trust, Inc.	+458,005	6,435,448
Large ASSETMARK, INC	+191,225	1,132,082
Large MATHER GROUP, LLC.	+7,807	662,529
Small Balefire, LLC	+1,632	9,369
Small Integris Wealth Management, LLC	+339	73,042

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid VALLEY WEALTH MANAGERS, INC.	−42,076	140,216
Small LVZ, Inc.	−2,003	15,773
Mid Prime Capital Investment Advisors, LLC	−1,250	70,564
Small Family Legacy, Inc.	−779	22,407
Large Vontobel Holding Ltd.	−721	19,973

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Micro John W. Brooker & Co., CPAs	2,418	$205,795
Small Activest Wealth Management	539	$0
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2,708	$0
Large TD Waterhouse Canada Inc.	109	$0

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)	Open
Mid SALEM INVESTMENT COUNSELORS INC	301	$24,660

Filter: New 4 Increased 12 Reduced 13 Sold out 1 Unchanged 10

Holder type: Registered adviser 24 Adviser 1 Unknown 14

Showing 39 of 39

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ASSETMARK, INC IPAC

$96,351,499

92.66%

1,132,082

Prime Capital Investment Advisors, LLC IPAC

$6,005,702

5.78%

70,564

LVZ, Inc. IPAC

$1,342,440

1.29%

15,773

John W. Brooker & Co., CPAs IPAC

$205,795

0.20%

2,418

TRUST CO OF VERMONT IPAC

$41,533

0.04%

488

Kings Path Partners LLC IPAC

$41,023

0.04%

482

Princeton Global Asset Management LLC IPAC

$1,361

0.00%

Hoxton Planning & Management, LLC IPAC

—

3,167

Cape Investment Advisory, Inc. IPAC

—

262

VALLEY WEALTH MANAGERS, INC. IPAC

—

140,216

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Valley National Bank	3,229	$0	—	Defined
Held directly	136,987	$0	—	Sole

Signal Advisors Wealth, LLC IPAC

—

3,408

Gleason Group, Inc. IPAC

—

1,300

Selby Wealth Management, LLC IPAC

—

9,061

Realta Investment Advisors IPAC

—

Balefire, LLC IPAC

—

9,369

Integris Wealth Management, LLC IPAC

—

73,042

Concurrent Investment Advisors, LLC IPAC

—

7,767

Vontobel Holding Ltd. IPAC

—

19,973

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK VONTOBEL AG	3,204	$0	—	Defined
Vontobel Swiss Financial Advisers AG	16,769	$0	—	Defined

GUYASUTA INVESTMENT ADVISORS INC IPAC

—

4,887

Family Legacy, Inc. IPAC

—

22,407

Tanager Wealth Management LLP IPAC

—

11,574

Williams & Novak, LLC IPAC

—

7,266

Activest Wealth Management IPAC

—

539

Southland Equity Partners LLC IPAC

—

3,872

Go Invest LLC IPAC

—

Central Pacific Bank - Trust Division IPAC

—

TD Waterhouse Canada Inc. IPAC

—

109

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	109	$0	—	Defined

SAPIENT CAPITAL LLC IPAC

—

8,317

Farther Finance Advisors, LLC IPAC

—

5,393

AlphaStar Capital Management, LLC IPAC

—

6,002

MATHER GROUP, LLC. IPAC

—

662,529

Columbus Macro, LLC IPAC

—

88,282

Robertson Stephens Wealth Management, LLC IPAC

—

33,508

CANANDAIGUA NATIONAL BANK & TRUST CO IPAC

—

2,854

CoreCap Advisors, LLC IPAC

—

628

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IPAC

—

2,708

Global Financial Private Client, LLC IPAC

—

24,306

Blue Trust, Inc. IPAC

—

6,435,448

MISSION WEALTH MANAGEMENT, LP IPAC

—

3,617