$IEF is held by 23 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.24%, with an average of 0.27% of portfolio. Largest holder: MFA Wealth Services at 2.24%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES TR
13F holders
1,095
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,095 · Source: 13F-HR01
Citizens Financial Group INC
—
—
02
Lowe Brockenbrough & Co. Inc.
—
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03
TB Capital Gestao de Recursos Ltda.
—
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04
Marquette Asset Management, LLC
—
—
05
Madison Investment Advisors, LLC
—
—
06
State Farm Mutual Automobile Insurance Co.
—
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07
Taconic Capital Advisors LP
—
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08
1834 Investment Advisors Co.
—
—
09
First Western Trust Bank
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10
Makaira Partners LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
23 holders · Q1 202601
MFA Wealth Services
2.24% NEW
α +16.2pts
02
Certior Financial Group, LLC
1.82% NEW
α +11.1pts
03
Focused Wealth Management, Inc
0.40% NEW
α +19.2pts
04
Sharpepoint LLC
0.36% ↓ 4.0pp
α +11.4pts
05
Courier Capital LLC
0.30% NEW
α +14.9pts
06
Banco Santander, S.A.
0.26% held
α +12.6pts
07
Narus Financial Partners, LLC
0.18% held
α +11.1pts
08
Pacific Financial Group Inc.
0.18% held
α +14.3pts
09
Beverly Hills Private Wealth, LLC
0.14% NEW
α +10.4pts
10
D L Carlson Investment Group Inc.
0.09% held
α +17.7pts
11
Principal Securities, Inc.
0.08% held
α +21.3pts
12
Stelac Advisory Services LLC
0.05% held
α +13.4pts
13
Fiduciary Alliance LLC
0.05% held
α +16.8pts
14
RFG Advisory, LLC
0.03% held
α +16.2pts
15
Svb Wealth LLC
0.02% held
α +29.6pts
16
GM Advisory Group, LLC
0.02% held
α +16.5pts
17
Citigroup Inc.
0.01% held
α +26.3pts
18
Banque Pictet & Cie SA
0.00% held
α +10.3pts
19
Costello Asset Management, INC
0.00% held
α +14.3pts
20
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
21
Wellington Management Group LLP
0.00% held
α +10.5pts
22
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
23
CV Advisors LLC
0.00% held
α +29.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IEF in the recent window.
Congress trades · last 90 days
4 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $IEF lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $IEF — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:36 UTC.