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
↑ +27
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — IEF

Based on 1152 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
1,152 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 — +15% more funds vs a year ago

fund count last 6Q
+150 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

628 buying524 selling
Last quarter: 628 funds bought or added vs 524 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new IEF position: 113 → 188 → 147 → 155. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
685 out of 1,152 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.
➡️

Steady discovery — ~155 new funds/quarter

137 → 113 → 188 → 147 → 155 new funds/Q
New funds entering each quarter: 113 → 188 → 147 → 155. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 1,176 holders: 756 (64%) are 2+ year veterans, 157 entered 1–2 years ago, and 263 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
40 of 1142 holders are among the 100 largest funds by AUM, controlling 74% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — IEF

In 2026 Q2, 628 hedge funds were net buyers of IEF (155 opened a new position, 473 added to an existing one), while 524 reduced or exited (396 trimmed, 128 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 74% of total institutional value in IEF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 1152.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ishares Tr (IEF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IEF has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 74d ago
IEF
-3.8%
SPY
+2.5%

IEF outperformed SPY by -6.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 29d ago
IEF
-1.8%
SPY
-0.4%

Since the filing became public, IEF outperformed SPY by -1.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 53 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: IEF
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1137 1125 1.07%
13F Shares 485M 456M 6.41%
Total Value $45.19B $42.94B 5.24%
New Positions 151 147 +4
Increased Positions 466 541 -75
Closed Positions 129 105 +24
Reduced Positions 391 317 +74
Total Calls 18 19 -5.26%
Total Puts 16 16 -
PUT/CALL Ratio 0.89 0.84 Neutral

Statistics: IEF

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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.

QUARTER:
Top 25 IEF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CenturyLink Investment Management Co 54.73% 746,500 $70.6M
2 Peavine Capital, LLC 39.75% 1,982,121 $187.4M
3 Avalon Advisory Group 32.52% 931,110 $88.1M
4 McElhenny Sheffield Capital Management, LLC 23.83% 1,017,476 $96.2M
5 Raub Brock Capital Management LP 19.29% 741,129 $70.1M
6 Wealthcare Capital Management LLC 16.54% 1,843,045 $174.3M
7 Invariant Investment Management 15.37% 278,454 $26.2M
8 Benningfield Financial Advisors, LLC 14.98% 213,887 $20.2M
9 WLTH Capital Management, LLC 13.70% 226,074 $21.4M
10 LifeGuide Financial Advisors, LLC 13.63% 506,239 $47.9M
11 Beacon Wealthcare LLC 12.73% 419,938 $39.7M
12 Prudent Investors Network, INC. 10.73% 585,975 $55.4M
13 Patton Fund Management, INC. 10.69% 522,470 $49.4M
14 Cabana LLC 10.60% 14,868 $1.4M
15 Matauro, LLC 10.29% 823,365 $77.9M
16 TPG Financial Advisors, LLC 10.16% 359,592 $34.0M
17 Ironwood Wealth Management, LLC. 10.07% 480,303 $45.4M
18 Paragon Capital Management Inc 10.01% 142,938 $13.5M
19 Liberty Mutual Group Asset Management Inc. 9.76% 1,182,507 $111.8M
20 Syntax Research, INC. 9.74% 141,033 $13.3M
21 Ascent Advisors, LLC 9.58% 88,282 $8.3M
22 William Howard & Co Financial Advisors Inc 9.46% 128,576 $12.2M
23 Strategic Financial Group, LLC 9.17% 101,172 $9.6M
24 Cerity Partners OCIO LLC 8.70% 1,817,337 $171.9M
25 SimpliFi, Inc. 8.65% 231,514 $21.9M
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 55% buying: Last quarter: 628 funds bought or added vs 524 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 — 74% AUM from top-100 funds: 40 of 1142 holders are among the 100 largest funds by AUM, controlling 74% 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?

59% of holders stayed for 2+ years: 685 out of 1,152 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.

Is it too late to buy Ishares Tr (IEF) following the 2026 Q2 hedge fund 13F filings?

As of today, IEF has moved -1.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.4% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (June 30, 2026), IEF has gained -3.8% vs +2.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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