Independent Bank Corp/MA · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | IJR | $224.07M | 0.24% | 2,979,269 NS | $91.99B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $117.50M | 0.01% | 1,562,333 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $90.87M | 0.13% | 1,208,248 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $85.96M | 0.05% | 1,142,922 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $54.75M | 0.09% | 727,948 NS | $60.64B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $41.52M | 0.05% | 552,049 NS | $81.50B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 600(TM)… SPDR SERIES TRUST | SPSM | $33.74M | 0.24% | 448,677 NS | $13.87B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $32.21M | 0.26% | 428,279 NS | $12.46B | FIGI |
| State Street(R) SPDR(R) S&P(R) Regional Banki… SPDR SERIES TRUST | KRE | $30.98M | 0.83% | 411,968 NS | $3.71B | FIGI |
| First Trust SMID Cap Rising Dividend Achiever… First Trust Exchange-Traded Fund VI | SDVY | $24.21M | 0.24% | 321,845 NS | $10.10B | FIGI |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | — | $21.58M | 0.22% | 286,871 NS | $9.65B | FIGI |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | IJS | $21.06M | 0.28% | 280,006 NS | $7.58B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $14.37M | 0.16% | 191,091 NS | $9.06B | FIGI |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | IJT | $13.82M | 0.21% | 183,722 NS | $6.51B | FIGI |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | KBE | $12.73M | 0.99% | 169,197 NS | $1.28B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYV | $11.13M | 0.27% | 148,012 NS | $4.06B | FIGI |
| John Hancock Financial Opportunities Fund — | — | $9.78M | 1.39% | 130,022 NS | $705.77M | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYG | $8.46M | 0.21% | 112,450 NS | $3.98B | FIGI |
| Victory Market Neutral Income Fund Victory Portfolios II | — | $8.43M | 0.29% | 112,150 NS | $2.92B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $7.03M | 0.36% | 93,449 NS | $1.94B | FIGI |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | — | $6.78M | 1.30% | 90,161 NS | $521.75M | FIGI |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | — | $6.53M | 0.95% | 86,813 NS | $686.48M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $6.09M | 0.13% | 80,959 NS | $4.82B | FIGI |
| AMG GW&K Small Cap Core Fund AMG Funds | — | $6.04M | 0.90% | 80,251 NS | $673.97M | FIGI |
| VictoryShares US Small Mid Cap Value Momentum… Victory Portfolios II | USVM | $5.84M | 0.41% | 77,647 NS | $1.42B | FIGI |
| JNL Small Cap Index Fund JNL Series Trust | — | $5.80M | 0.24% | 77,132 NS | $2.39B | FIGI |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | — | $5.72M | 0.34% | 76,000 NS | $1.68B | FIGI |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | — | $5.44M | 1.13% | 72,353 NS | $480.51M | FIGI |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | — | $5.24M | 2.16% | 69,610 NS | $242.44M | FIGI |
| WisdomTree U.S. SmallCap Quality Dividend Gro… WisdomTree Trust | DGRS | $5.22M | 1.45% | 69,437 NS | $359.41M | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $4.81M | 0.16% | 63,989 NS | $3.03B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $4.69M | 0.01% | 62,415 NS | $79.62B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $4.63M | 0.26% | 61,607 NS | $1.80B | FIGI |
| Small Cap Core Portfolio Bernstein Fund Inc | — | $4.25M | 0.60% | 56,506 NS | $713.80M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $3.94M | 0.12% | 52,321 NS | $3.39B | FIGI |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | — | $3.18M | 0.24% | 42,285 NS | $1.35B | FIGI |
| Touchstone Funds Group Trust-Touchstone Small… Touchstone Funds Group Trust | — | $2.94M | 1.48% | 39,093 NS | $198.44M | FIGI |
| Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | — | $2.74M | 1.68% | 36,458 NS | $163.01M | FIGI |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | — | $2.67M | 0.24% | 35,485 NS | $1.11B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.53M | 0.13% | 33,594 NS | $1.95B | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $2.49M | 0.24% | 33,092 NS | $1.04B | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.45M | 0.27% | 32,557 NS | $908.21M | FIGI |
| LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.32M | 2.33% | 30,857 NS | $99.70M | FIGI |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | — | $2.15M | 0.02% | 28,647 NS | $10.12B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $2.09M | 0.00% | 27,851 NS | $58.89B | FIGI |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | DHS | $1.99M | 0.14% | 26,484 NS | $1.43B | FIGI |
| DEAN SMALL CAP VALUE Unified Series Trust | — | $1.99M | 1.17% | 26,470 NS | $170.21M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $1.96M | 0.12% | 26,083 NS | $1.59B | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $1.90M | 0.02% | 25,200 NS | $12.51B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.78M | 0.01% | 23,699 NS | $30.28B | FIGI |