Question 1

Who owns IEF?

Accepted Answer

ISHARES TR (IEF) is held by 156 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Fisher Asset Management, LLC as of Q1 2026.

Question 2

Are institutions buying or selling IEF?

Accepted Answer

In Q1 2026, 102 institutions opened or increased positions in ISHARES TR while 55 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on IEF?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

Question 4

How many hedge funds hold IEF?

Accepted Answer

156 institutional investors report holding ISHARES TR (IEF) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into IEF?

Accepted Answer

As of Q1 2026, tracked institutions in ISHARES TR show 102 buyers versus 55 sellers — net inflows.

Question 6

Are Congress members and hedge funds both buying IEF?

Accepted Answer

Yes — in the latest quarter, 1 members of Congress and 102 institutional investors bought ISHARES TR. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Fisher Asset Management, LLC	Increased	147M(+9.1%)	$14B	4.8%	-0.86%	64
FMR LLC	Increased	35M(+0.8%)	$3.3B	0.2%	+3.58%	38
JPMORGAN CHASE & CO	Increased	34.7M(+1.6%)	$3.3B	0.2%	+3.24%	39
BANK OF AMERICA CORP /DE/	Increased	22.9M(+69.8%)	$2.2B	0.2%	-0.14%	57
AMERIPRISE FINANCIAL INC	Increased	18.5M(+22.7%)	$1.8B	0.4%	+1.57%	46
ENVESTNET ASSET MANAGEMENT INC	Increased	14.8M(+16.0%)	$1.4B	0.4%	+1.91%	44
MORGAN STANLEY	Decreased	12.8M(-25.0%)	$1.2B	0.1%	+2.67%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	8.4M(-0.7%)	$804.4M	0.5%	+1.33%	0
RAYMOND JAMES FINANCIAL INC	Increased	6.8M(+9.6%)	$649.1M	0.2%	+4.06%	41
LPL Financial LLC	Increased	6M(+15.2%)	$568.6M	0.2%	+0.68%	43
CAPTRUST FINANCIAL ADVISORS	Decreased	5.4M(-7.2%)	$512.1M	0.9%	+2.63%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	4.9M(+5.3%)	$463M	0.3%	+4.86%	39
BANK OF MONTREAL /CAN/	Decreased	4.4M(-22.0%)	$422.3M	0.2%	+2.82%	0
UBS Group AG	Increased	4.2M(+0.1%)	$398.5M	0.1%	+4.07%	31
BlackRock, Inc.	Increased	3.6M(+58.2%)	$347.5M	0.0%	-0.06%	44
CITADEL ADVISORS LLC	New	3.4M	$327.5M	0.1%	-3.48%	43
ROYAL BANK OF CANADA	Increased	3.4M(+250.4%)	$323.4M	0.1%	-1.73%	50
Bank Julius Baer & Co. Ltd, Zurich	Decreased	3.2M(-6.4%)	$302M	0.9%	-1.94%	0
WELLS FARGO & COMPANY/MN	Decreased	3M(-9.0%)	$290.6M	0.1%	+6.38%	0
Baird Financial Group, Inc.	Increased	2.7M(+1.1%)	$260M	0.4%	+3.86%	37

ISHARES TR

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