Who owns IEF (IEF)
Which tracked institutional funds hold IEF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IEF company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
319 tracked funds added or opened IEF while 195 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IEF’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 4.8% of its own reported 13F book, while the median holder sizes it at 1.2% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IEF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1108 tracked filers holding IEF, 670 increased or opened the position and 432 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IEF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 57
- Richard Bernstein Advisors LLC$351M
- CenturyLink Investment Management Co$71M
- Garde Capital, Inc.$58M
- Qube Research & Technologies Ltd$25M
- Tulsa Wealth Advisors, INC$24M
- Jefferies Financial Group Inc.$17M
Full exits 58
- AlphaQuest LLC$97M
- Juniper Hill Capital Management LP$72M
- NewEdge Advisors, LLC$36M
- TTP Investments, Inc.$36M
- Blue Edge Capital, LLC$32M
- Keel Point, LLC$25M
Largest adds
- Fisher Asset Management, LLC$1.1B
- BANK OF AMERICA CORP /DE/$889M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$458M
- AMERIPRISE FINANCIAL INC$318M
- CITADEL ADVISORS LLC$240M
- ROYAL BANK OF CANADA$230M
Largest trims
- MORGAN STANLEY$419M
- Mariner, LLC$179M
- BANK OF MONTREAL /CAN/$123M
- COLDSTREAM CAPITAL MANAGEMENT INC$96M
- ARMSTRONG ADVISORY GROUP, INC$66M
- BARCLAYS PLC$65M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 147,045,481 | $14.0B | 35.3% | 2026-Q1 |
| FMR LLC added | 35,047,712 | $3.3B | 8.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 34,721,614 | $3.3B | 8.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 22,900,079 | $2.2B | 5.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 18,510,559 | $1.8B | 4.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,752,602 | $1.4B | 3.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 12,781,391 | $1.2B | 3.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 8,428,734 | $804M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,801,357 | $649M | 1.6% | 2026-Q1 |
| Blue Trust, Inc. added | 6,475,952 | $618M | 1.6% | 2026-Q1 |
| LPL Financial LLC added | 5,958,061 | $569M | 1.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 5,365,982 | $512M | 1.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,850,856 | $463M | 1.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 4,424,785 | $422M | 1.1% | 2026-Q1 |
| UBS Group AG added | 4,175,729 | $399M | 1.0% | 2026-Q1 |
| Richard Bernstein Advisors LLC added | 3,673,879 | $351M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,431,225 | $327M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,388,286 | $323M | 0.8% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 3,163,775 | $302M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,045,245 | $291M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 2,724,472 | $260M | 0.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 2,565,318 | $247M | 0.6% | 2026-Q1 |
| Mutual Advisors, LLC added | 2,169,821 | $207M | 0.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,149,251 | $205M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,913,814 | $183M | 0.5% | 2026-Q1 |
| Harvest Portfolios Group Inc. added | 1,897,311 | $181M | 0.5% | 2026-Q1 |
| Cerity Partners OCIO LLC trimmed | 1,889,214 | $180M | 0.5% | 2026-Q1 |
| WEALTHCARE CAPITAL MANAGEMENT LLC trimmed | 1,810,803 | $173M | 0.4% | 2026-Q1 |
| PEAVINE CAPITAL, LLC trimmed | 1,771,690 | $169M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,538,763 | $147M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 1,415,268 | $135M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 1,336,059 | $128M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,307,168 | $125M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,288,790 | $123M | 0.3% | 2026-Q1 |
| Members Trust Co added | 1,268,847 | $121M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,218,901 | $116M | 0.3% | 2026-Q1 |
| Liberty Mutual Group Asset Management Inc. added | 1,182,507 | $113M | 0.3% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 1,110,125 | $106M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,092,414 | $104M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 1,072,046 | $102M | 0.3% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 1,070,158 | $102M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,002,923 | $96M | 0.2% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 990,423 | $95M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 983,964 | $94M | 0.2% | 2026-Q1 |
| GREENLEAF TRUST added | 959,941 | $92M | 0.2% | 2026-Q1 |
| Avalon Advisory Group added | 925,015 | $88M | 0.2% | 2026-Q1 |
| 3EDGE Asset Management, LP added | 894,281 | $85M | 0.2% | 2026-Q1 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. added | 855,197 | $82M | 0.2% | 2026-Q1 |
| GREENWOOD GEARHART LLC added | 798,912 | $76M | 0.2% | 2026-Q1 |
| WestEnd Advisors, LLC added | 779,648 | $74M | 0.2% | 2026-Q1 |
| MATAURO, LLC added | 764,661 | $73M | 0.2% | 2026-Q1 |
| AIA Group Ltd added | 763,695 | $73M | 0.2% | 2026-Q1 |
| Raub Brock Capital Management LP trimmed | 762,422 | $73M | 0.2% | 2026-Q1 |
| CenturyLink Investment Management Co new | 746,500 | $71M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 704,626 | $67M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 652,522 | $62M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 627,232 | $60M | 0.2% | 2026-Q1 |
| Garde Capital, Inc. added | 609,268 | $58M | 0.1% | 2026-Q1 |
| Arkos Global Advisors added | 601,226 | $57M | 0.1% | 2026-Q1 |
| PRUDENT INVESTORS NETWORK, INC. added | 550,348 | $53M | 0.1% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 544,561 | $52M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 534,295 | $51M | 0.1% | 2026-Q1 |
| Bogart Wealth, LLC added | 528,262 | $50M | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC added | 524,082 | $50M | 0.1% | 2026-Q1 |
| PATTON FUND MANAGEMENT, INC. added | 509,552 | $49M | 0.1% | 2026-Q1 |
| Twele Capital Management, Inc. added | 497,065 | $47M | 0.1% | 2026-Q1 |
| GenWealth Group, Inc. added | 489,306 | $47M | 0.1% | 2026-Q1 |
| LifeGuide Financial Advisors, LLC added | 468,039 | $45M | 0.1% | 2026-Q1 |
| Leo Wealth, LLC added | 464,602 | $44M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 451,933 | $43M | 0.1% | 2026-Q1 |
| Community Financial Services Group, LLC added | 442,134 | $42M | 0.1% | 2026-Q1 |
| Ironwood Wealth Management, LLC. added | 440,202 | $42M | 0.1% | 2026-Q1 |
| Sompo Asset Management Co., Ltd. added | 428,240 | $41M | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 426,317 | $41M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 422,495 | $40M | 0.1% | 2026-Q1 |
| Beacon Wealthcare LLC added | 412,988 | $39M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 408,485 | $39M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 399,797 | $38M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 394,006 | $38M | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. added | 383,634 | $37M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 354,092 | $34M | 0.1% | 2026-Q1 |
| FIRST FINANCIAL BANK - TRUST DIVISION added | 353,112 | $34M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 346,576 | $33M | 0.1% | 2026-Q1 |
| Summit Global Investments added | 346,492 | $33M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 345,937 | $33M | 0.1% | 2026-Q1 |
| Banco Santander, S.A. added | 337,380 | $32M | 0.1% | 2026-Q1 |
| AlphaQuest LLC added | 1,009,045 | $97M | 0.2% | 2025-Q4 stale |
| Juniper Hill Capital Management LP | 744,199 | $72M | 0.2% | 2025-Q4 stale |
| SONA ASSET MANAGEMENT (US) LLC trimmed | 725,000 | $69M | 0.2% | 2025-Q2 stale |
| Tanglewood Wealth Management, Inc. added | 567,028 | $55M | 0.1% | 2025-Q3 stale |
| Summit Financial Consulting LLC added | 554,550 | $53M | 0.1% | 2025-Q2 stale |
| SOROS FUND MANAGEMENT LLC trimmed | 472,599 | $46M | 0.1% | 2025-Q3 stale |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ added | 464,647 | $45M | 0.1% | 2025-Q3 stale |
| MOORE CAPITAL MANAGEMENT, LP added | 467,790 | $45M | 0.1% | 2025-Q2 stale |
| CI INVESTMENTS INC. trimmed | 454,348 | $44M | 0.1% | 2025-Q2 stale |
| MJP ASSOCIATES INC /ADV added | 389,501 | $37M | 0.1% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 378,032 | $36M | 0.1% | 2025-Q4 stale |
| TTP Investments, Inc. added | 375,424 | $36M | 0.1% | 2025-Q4 stale |
| LIFE LINE WEALTH MANAGEMENT LLC added | 340,117 | $32M | 0.1% | 2025-Q1 stale |
| Blue Edge Capital, LLC added | 334,910 | $32M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.