As of the latest SEC filings, IBEX Ltd (IBEX) is held by 193 institutional funds. The largest fund shareholder is Avantis U.S. Small Cap Value ETF (AVUV), holding an estimated $10,598,063.50 in market value, representing 0.05% of its portfolio.
Funds holding IBEX Ltd (IBEX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IBEX
- CIK:
- 0001720420
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.05% | $10,598,063.50 | 366,715 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $6,804,850.86 | 253,723 | Mar 31, 2026 | May 28, 2026 |
|
BPSIX
Boston Partners Small Cap Value Fund II
|
MF | Independent / Boutique | 0.76% | $5,907,766.90 | 204,421 | Feb 28, 2026 | Apr 28, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.26% | $5,779,825.50 | 208,282 | Apr 30, 2026 | Jun 25, 2026 |
|
RPMIX
Royce Small-Cap Fund
|
MF | Independent / Boutique | 0.24% | $4,308,016.14 | 160,627 | Mar 31, 2026 | May 21, 2026 |
|
SWSCX
Schwab Small-Cap Equity Fund
|
MF | Charles Schwab | 0.59% | $4,210,868.25 | 151,743 | Apr 30, 2026 | Jun 25, 2026 |
|
ASVIX
Small Cap Value Fund
|
MF | American Century | 0.11% | $3,637,140.66 | 135,613 | Mar 31, 2026 | May 29, 2026 |
|
RCSSX
Royce Capital Fund - Small-Cap Portfolio
|
MF | Independent / Boutique | 1.99% | $3,395,143.80 | 126,590 | Mar 31, 2026 | May 21, 2026 |
|
PSLAX
Putnam Small Cap Value Fund
|
MF | Independent / Boutique | 1.18% | $3,340,753.30 | 115,597 | Feb 28, 2026 | Apr 23, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,714,921.25 | 97,835 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.02% | $2,225,872.26 | 82,993 | Mar 31, 2026 | May 28, 2026 |
|
RYVFX
Royce Small-Cap Value Fund
|
MF | Independent / Boutique | 1.98% | $1,965,235.50 | 73,275 | Mar 31, 2026 | May 21, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.04% | $1,724,752.00 | 59,680 | Feb 27, 2026 | Apr 24, 2026 |
|
BRSVX
Small-Cap Value Fund
|
MF | Independent / Boutique | 0.53% | $1,624,648.32 | 60,576 | Mar 31, 2026 | May 21, 2026 |
|
-
SMALL COMPANY GROWTH PORTFOLIO
|
ETF | Vanguard | 0.11% | $1,492,157.52 | 55,636 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,440,030.75 | 51,893 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,432,486.30 | 49,567 | Feb 28, 2026 | Apr 28, 2026 |
|
SCRYX
Small Cap Core Portfolio
|
MF | Independent / Boutique | 0.19% | $1,330,540.20 | 49,610 | Mar 31, 2026 | May 26, 2026 |
|
-
Putnam VT Small Cap Value Fund
|
ETF | Independent / Boutique | 1.17% | $1,238,172.12 | 46,166 | Mar 31, 2026 | May 27, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,214,562.00 | 43,768 | Apr 30, 2026 | Jun 29, 2026 |
|
JSCZX
JPMorgan U.S. Small Company Fund
|
MF | JPMorgan | 0.13% | $1,158,945.84 | 43,212 | Mar 31, 2026 | May 29, 2026 |
|
-
Columbia Variable Portfolio - Small Cap Value Fund
|
ETF | Columbia Threadneedle | 0.28% | $1,114,263.72 | 41,546 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,081,445.25 | 38,971 | Apr 30, 2026 | Jun 29, 2026 |
|
DWAS
Invesco Dorsey Wright SmallCap Momentum ETF
|
ETF | Invesco | 0.27% | $1,052,364.60 | 36,414 | Feb 28, 2026 | Apr 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,048,533.75 | 37,785 | Apr 30, 2026 | Jun 24, 2026 |
Advertisement (320x50)