ISHARES TR (IEZ) is held by 46 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Phoenix Financial Ltd. as of Q2 2026.

Are institutions buying or selling IEZ?

In Q2 2026, 22 institutions opened or increased positions in ISHARES TR while 23 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on IEZ?

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for IEZ. In Q2 2026, the institutional leg showed net outflows: 22 buying versus 23 selling.

How many hedge funds hold IEZ?

46 institutional investors report holding ISHARES TR (IEZ) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into IEZ?

As of Q2 2026, tracked institutions in ISHARES TR show 22 buyers versus 23 sellers — net outflows.

ISHARES TR

IEZ·464288844·US·ETF·Unknown - Unknown

Holders

(9 Elite)

$212.5M

Total Value

49% (45)

Consensus

22 buying - 23 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 46 funds

9 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IEZ.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
PFPhoenix Financial Ltd.	New	5M	$134.3M	0.9%	+7.99%	59
MORGAN STANLEY	Decreased	825,002(-18.3%)	$22.2M	0.0%	+16.73%	0
LPL Financial LLC	Increased	294,731(+140.1%)	$7.9M	0.0%	+17.88%	44
WELLS FARGO & COMPANY/MN	Decreased	228,015(-46.5%)	$6.1M	0.0%	+5.22%	0
BANK OF AMERICA CORP /DE/	Decreased	219,917(-56.1%)	$5.9M	0.0%	+17.96%	0
ROYAL BANK OF CANADA	Decreased	188,491(-63.7%)	$5.1M	0.0%	+7.04%	0
TWO SIGMA INVESTMENTS, LP	New	177,300	$4.8M	0.0%	+7.99%	37
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	172,231(-1.6%)	$4.6M	0.0%	+51.61%	0
DED. E. Shaw & Co., Inc.	New	144,813	$3.9M	0.0%	+7.99%	37
UBS Group AG	Decreased	129,592(-42.4%)	$3.5M	0.0%	+7.79%	0
GOLDMAN SACHS GROUP INC	Increased	100,939(+279.5%)	$2.7M	0.0%	+18.59%	42
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	46,426(+18.0%)	$1.2M	0.0%	+32.54%	30
ENVESTNET ASSET MANAGEMENT INC	Decreased	44,383(-28.1%)	$1.2M	0.0%	+39.42%	0
TRUIST FINANCIAL CORP	Decreased	41,853(-15.8%)	$1.1M	0.0%	+25.39%	0
JONES FINANCIAL COMPANIES LLLP	Increased	32,194(+92.7%)	$875,038	0.0%	+11.69%	39
MML INVESTORS SERVICES, LLC	Decreased	30,002(-97.2%)	$807,049	0.0%	+3.85%	0
NewEdge Advisors, LLC	Unchanged	29,845	$802,831	0.0%	+3.31%	0
STIFEL FINANCIAL CORP	Decreased	26,807(-84.8%)	$721,027	0.0%	+28.35%	0
RAYMOND JAMES FINANCIAL INC	Decreased	21,517(-75.1%)	$578,820	0.0%	+35.12%	0
Qube Research & Technologies Ltd	New	20,422	$549,352	0.0%	+7.99%	34

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

ISHARES TR

Smart Money Verdict

Who's Trading

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