As of the latest SEC filings, INDEPENDENT BANK CORP /MI/ (IBCP) is held by 229 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $21,751,560.00 in market value, representing a significant portion of its portfolio.
Funds holding INDEPENDENT BANK CORP /MI/ (IBCP)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IBCP
- CIK:
- 0000039311
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $21,751,560.00 | 653,200 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.09% | $20,225,403.50 | 582,026 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $16,797,052.80 | 504,416 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $7,702,256.70 | 231,299 | Mar 31, 2026 | May 28, 2026 |
|
VSCCX
JPMorgan Small Cap Blend Fund
|
MF | JPMorgan | 0.53% | $7,525,766.70 | 225,999 | Mar 31, 2026 | May 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $6,604,107.39 | 198,859 | Apr 30, 2026 | Jun 26, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 0.72% | $6,261,346.98 | 188,538 | Apr 30, 2026 | Jun 25, 2026 |
|
SMDV
ProShares Russell 2000 Dividend Growers ETF
|
ETF | ProShares | 0.94% | $6,189,948.00 | 178,128 | Feb 28, 2026 | Apr 24, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.17% | $6,164,029.80 | 185,106 | Mar 31, 2026 | May 28, 2026 |
|
-
Allspring Small Company Value Portfolio
|
ETF | Allspring | 0.92% | $5,986,667.07 | 180,267 | Apr 30, 2026 | Jun 24, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.13% | $5,978,737.50 | 172,050 | Feb 27, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $5,727,899.70 | 172,009 | Mar 31, 2026 | May 28, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 0.77% | $5,460,234.30 | 163,971 | Mar 31, 2026 | May 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $5,031,613.89 | 151,509 | Apr 30, 2026 | Jun 24, 2026 |
|
PSBMX
SmallCap Fund
|
MF | Independent / Boutique | 0.20% | $4,290,732.00 | 129,200 | Apr 30, 2026 | Jun 25, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.11% | $4,213,319.49 | 126,869 | Apr 30, 2026 | Jun 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.00% | $3,826,854.72 | 115,232 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $3,814,766.28 | 114,868 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,803,387.50 | 109,450 | Feb 28, 2026 | Apr 24, 2026 |
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 0.20% | $3,778,600.59 | 113,779 | Apr 30, 2026 | Jun 23, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,487,301.50 | 100,354 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,439,867.75 | 98,989 | Feb 28, 2026 | Apr 28, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.29% | $3,201,742.89 | 96,409 | Apr 30, 2026 | Jun 22, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $3,140,705.00 | 90,380 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,070,430.55 | 92,455 | Apr 30, 2026 | Jun 24, 2026 |
Advertisement (320x50)