Analyst Ims Investment Management Services LTD.
Analyst IMS Investment Management Services Ltd. is an Israel-based investment management firm headquartered in Tel-Aviv at 46 Rothschild Blvd. The firm primarily manages institutional assets and discloses public equity holdings via SEC Form 13F. Analyst IMS appears to be part of the broader Analyst IMS Group that includes mutual fund management businesses. Information on founding year and employee count is not public; the company services institutional and mutual fund clients, providing professional portfolio management and investment advisory services.
Investment Strategy
The firm manages diversified portfolios primarily focused on exchange-traded funds (ETFs) and large-cap equities, with significant allocations to SPDR S&P 500 (SPY), Invesco QQQ Trust (NDQ), and other broad market index instruments. Holdings demonstrate an index-tracking, asset allocation approach suitable for risk diversification and cost efficiency—suggesting a core-satellite investment philosophy commonly tailored for institutional and mutual fund clients.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 26.14% | $840.7M | 1,261,992 | $384.28 | $666.18 | +$41.2M |
Q QQQ | INVESCO QQQ TR | 19.38% | $623.2M | 1,038,053 | $305.71 | $600.37 | +$44.7M |
V VOO | VANGUARD INDEX FDS | 15.74% | $506.2M | 826,643 | $419.34 | $612.38 | +$10.3M |
I IVV | ISHARES TR | 7.52% | $241.8M | 361,284 | $376.36 | $669.30 | +$17.5M |
A AAXJ | ISHARES TR | 3.06% | $98.3M | 1,077,944 | $83.97 | $91.22 | +$33.1M |