ISHARES CORE

$IEFA
13F holders
2,336
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 2,336 · Source: 13F-HR
01
State Farm Mutual Automobile Insurance Co.
02
Banyan Capital Management, Inc.
03
Marquette Asset Management, LLC
04
Taconic Capital Advisors LP
05
1834 Investment Advisors Co.
06
Baltimore-Washington Financial Advisors, Inc.
07
Evensky & Katz LLC
08
Boreal Capital Management LLC
09
Sb Investment Advisers (uk) Ltd.
10
Lowe Brockenbrough & Co. Inc.

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.

See all 2,336 13F holders · Pro →

Smart Money · top-200 alpha cohort

42 holders · Q1 2026

$IEFA is held by 42 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 15.02%, with an average of 1.15% of portfolio. Largest holder: Retirement Investment Advisors, Inc. at 15.02%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Retirement Investment Advisors, Inc.
15.02% held
α +16.2pts
02
Johnson Financial Group, Inc.
6.34% held
α +14.7pts
03
Condor Capital Management
4.88% NEW
α +23.6pts
04
Svb Wealth LLC
3.03% held
α +29.6pts
05
Gentry Private Wealth, LLC
2.87% held
α +22.9pts
06
Truepoint, Inc.
2.29% held
α +21.4pts
07
Seldon Capital LP
2.08% held
α +20.5pts
08
Corsicana & Co.
1.76% held
α +20.0pts
09
Independent Solutions Wealth Management, LLC
1.51% NEW
α +19.1pts
10
Principal Securities, Inc.
0.85% held
α +21.3pts
11
Venture Visionary Partners LLC
0.83% NEW
α +10.3pts
12
MFA Wealth Services
0.79% NEW
α +16.2pts
13
Courier Capital LLC
0.79% NEW
α +14.9pts
14
Pacific Financial Group Inc.
0.74% held
α +14.3pts
15
LM Advisors LLC
0.70% held
α +15.5pts
16
Endeavor Private Wealth, Inc.
0.64% held
α +13.5pts
17
TRUE Private Wealth Advisors
0.54% NEW
α +23.4pts
18
Fulton Bank, N.a.
0.35% NEW
α +23.8pts
19
Cypress Capital Group
0.24% held
α +12.6pts
20
Shufro Rose & Co. LLC
0.23% NEW
α +32.3pts
21
Collier Financial
0.22% held
α +14.2pts
22
Avant Financial Advisors LLC
0.20% NEW
α +10.5pts
23
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.19% NEW
α +27.5pts
24
Fiduciary Alliance LLC
0.18% held
α +16.8pts
25
Beverly Hills Private Wealth, LLC
0.16% NEW
α +10.4pts
26
Walkner Condon Financial Advisors LLC
0.12% NEW
α +23.7pts
27
NerdWallet Wealth Partners, LLC
0.12% NEW
α +11.3pts
28
Plum Street Advisors, LLC
0.10% NEW
α +18.0pts
29
Bradley Foster & Sargent INC
0.10% held
α +11.1pts
30
Choate Investment Advisors
0.09% held
α +13.8pts
31
RFG Advisory, LLC
0.08% held
α +16.2pts
32
Impact Partnership Wealth, LLC
0.08% held
α +10.3pts
33
Linscomb Wealth, Inc.
0.08% held
α +32.6pts
34
Oak Grove Capital LLC
0.06% held
α +23.3pts
35
GM Advisory Group, LLC
0.04% held
α +16.5pts
36
Nisa Investment Advisors, LLC
0.02% held
α +16.6pts
37
Citigroup Inc.
0.02% held
α +26.3pts
38
Wellington Management Group LLP
0.02% held
α +10.5pts
39
ProVise Management Group, LLC
0.02% held
α +11.2pts
40
Mountain Hill Investment Partners Corp.
0.00% held
α +15.0pts
41
Costello Asset Management, INC
0.00% held
α +14.3pts
42
Pittenger & Anderson Inc.
0.00% held
α +21.3pts

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 $IEFA in the recent window.

Congress trades · last 90 days

2 disclosures · STOCK Act
Senate · Oklahoma · Traded Jan 8
SOLD
$15K–$50K
Jan 31STOCK
Senate · Oklahoma · Traded Nov 27
BOUGHT
$100K–$250K
Dec 19STOCK

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $IEFA lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $IEFA — 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 08:02 UTC.