Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IEF)

1K + Investors. Track Smart Money conviction in IEF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +77
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — IEF

Based on 1013 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IEF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,013 hedge funds hold IEF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+111 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

604 buying413 selling
Last quarter: 604 funds bought or added vs 413 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+67 vs last Q)

new funds entering per quarter
Funds opening a new IEF position: 117 → 124 → 106 → 173. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 18% new
603 out of 1,013 hedge funds have held IEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +22%, value -0%

Value
0%
Shares
+21%
Last quarter: funds added +22% more shares while total portfolio value only changed -0%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

135 → 117 → 124 → 106 → 173 new funds/Q
New funds entering each quarter: 117 → 124 → 106 → 173. A growing number of institutions are discovering IEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Of 1,037 current holders: 651 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
29 of 1013 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in IEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IEF

How many hedge funds hold IEF — quarterly history vs. share price
Quarterly hedge fund ownership of IEF vs. share price

Market Analysis: IEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEF

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Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

73 top-rated funds 44 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
7.6
/ 10
conviction
Hedge Fund Positioning: IEF
2026 Q1 Stats Unlock in 22 days 1K + Investors

Track Smart Money conviction in IEF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1037 966 7.35%
13F Shares 455M 373M 21.91%
Total Value $43.78B $43.83B -0.13%
New Positions 177 107 +70
Increased Positions 460 492 -32
Closed Positions 101 114 -13
Reduced Positions 349 330 +19
Total Calls 13 15 -13.33%
Total Puts 17 21 -19.05%
PUT/CALL Ratio 1.31 1.4 Bearish

Statistics: IEF

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IEF. Verified SEC 13F-HR filings.

Top 25 institutional holders of IEF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PEAVINE CAPITAL, LLC 37.90% 1,771,690 $169.1M
2 Avalon Advisory Group 35.62% 925,015 $88.3M
3 Raub Brock Capital Management LP 18.42% 762,422 $72.8M
4 WEALTHCARE CAPITAL MANAGEMENT LLC 17.28% 1,810,803 $172.8M
5 LifeGuide Financial Advisors, LLC 14.28% 468,039 $44.7M
6 Beacon Wealthcare LLC 13.90% 412,988 $39.4M
7 Invariant Investment Management 13.09% 222,892 $21.3M
8 Ironwood Wealth Management, LLC. 12.05% 440,202 $42.0M
9 WLTH Capital Management, LLC 12.00% 151,256 $14.4M
10 PARAGON CAPITAL MANAGEMENT INC 11.33% 140,101 $13.4M
11 MATAURO, LLC 10.55% 764,661 $73.0M
12 Richard Bernstein Advisors LLC 10.17% 3,673,879 $350.6M
13 SimpliFi, Inc. 9.30% 232,095 $22.2M
14 Joule Financial, LLC 9.13% 328,296 $31.3M
15 Twele Capital Management, Inc. 8.46% 497,065 $47.4M
16 PATTON FUND MANAGEMENT, INC. 8.26% 509,552 $48.6M
17 Savior LLC 7.42% 21,778 $2.1M
18 Community Financial Services Group, LLC 7.40% 442,134 $42.0M
19 AAFMAA Wealth Management & Trust LLC 7.08% 191,257 $18.3M
20 Blue Trust, Inc. 7.07% 6,475,952 $618.1M
21 Benchmark Financial, LLC 6.23% 72,774 $6.9M
22 Independence Financial Advisors, LLC 5.88% 205,401 $19.6M
23 Quaker Wealth Management, LLC 5.61% 188,165 $18.0M
24 Strategic Equity Management 5.51% 153,619 $14.7M
25 SYNTAX RESEARCH, INC. 5.37% 88,480 $8.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (IEF)

What does the Smart Money Trend signal show for IEF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IEF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IEF?

Slight buying edge — 59% buying: Last quarter: 604 funds bought or added vs 413 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IEF holders?

Elite ownership — 70% AUM from top-100 funds: 29 of 1013 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in IEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IEF?

60% of holders stayed for 2+ years: 603 out of 1,013 hedge funds have held IEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.