ISHARES TR (IEO) is held by 66 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling IEO?

In Q1 2026, 40 institutions opened or increased positions in ISHARES TR while 18 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IEO?

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.

How many hedge funds hold IEO?

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

Is institutional money flowing into IEO?

As of Q1 2026, tracked institutions in ISHARES TR show 40 buyers versus 18 sellers — net inflows.

ISHARES TR

IEO·464288851·US·ETF·Unknown - Unknown

Holders

(11 Elite)

$210.7M

Total Value

69% (58)

Consensus

40 buying - 18 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 66 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	309,464(+11.6%)	$38.7M	0.0%	+17.03%	32
BNP PARIBAS FINANCIAL MARKETS	New	201,000	$25.1M	0.0%	+1.62%	40
LPL Financial LLC	Increased	128,188(+35.5%)	$16M	0.0%	+41.48%	37
BANK OF AMERICA CORP /DE/	Increased	117,066(+23.7%)	$14.6M	0.0%	+24.11%	34
WELLS FARGO & COMPANY/MN	Decreased	95,142(-13.5%)	$11.9M	0.0%	+23.86%	0
EP Wealth Advisors, LLC	Increased	79,475(+0.0%)	$9.9M	0.0%	+28.81%	28
ROYAL BANK OF CANADA	Increased	61,031(+7.7%)	$7.6M	0.0%	+28.21%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	59,223(+2.7%)	$7.4M	0.0%	+51.15%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	54,925(+4.8%)	$6.9M	0.0%	+41.15%	29
NewEdge Advisors, LLC	Increased	51,162(+124x)	$6.4M	0.0%	+1.75%	44
UBS Group AG	Increased	49,892(+15.4%)	$6.2M	0.0%	+49.05%	31
AMERIPRISE FINANCIAL INC	Decreased	44,027(-17.1%)	$5.5M	0.0%	+42.69%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Increased	44,017(+160.5%)	$5.5M	0.0%	+11.56%	44
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	44,011(+325.1%)	$5.5M	0.0%	+6.37%	44
RAYMOND JAMES FINANCIAL INC	Decreased	27,303(-15.0%)	$3.4M	0.0%	+32.00%	0
Mariner, LLC	Increased	22,127(+246.3%)	$2.8M	0.0%	+8.39%	42
JIJOHNSON INVESTMENT COUNSEL INC	Unchanged	21,701	$2.7M	0.0%	+427.28%	0
STIFEL FINANCIAL CORP	Increased	18,998(+8.1%)	$2.4M	0.0%	+59.45%	28
Quadrature Capital Ltd	New	17,777	$2.2M	0.0%	+1.62%	36
Beacon Pointe Advisors, LLC	Increased	16,687(+7.4%)	$2.1M	0.0%	+37.43%	28