$IEI is held by 16 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.13%, with an average of 0.46% of portfolio. Largest holder: MFA Wealth Services at 4.13%. 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
823
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
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Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 823 · Source: 13F-HR01
Madison Investment Advisors, LLC
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02
State Farm Mutual Automobile Insurance Co.
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03
Evensky & Katz LLC
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04
Bahl & Gaynor Inc.
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05
Castlekeep Investment Advisors LLC
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06
Baltimore-Washington Financial Advisors, Inc.
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07
Marquette Asset Management, LLC
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08
Yorktown Management & Research Co Inc
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09
Atlantic Edge Private Wealth Management, LLC
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10
TB Capital Gestao de Recursos Ltda.
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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
16 holders · Q1 202601
MFA Wealth Services
4.13% NEW
α +16.2pts
02
Courier Capital LLC
0.84% NEW
α +14.9pts
03
Johnson Financial Group, Inc.
0.55% ↓ 2.1pp
α +14.7pts
04
Pacific Financial Group Inc.
0.52% held
α +14.3pts
05
Banco Santander, S.A.
0.26% held
α +12.6pts
06
Oak Grove Capital LLC
0.23% NEW
α +23.3pts
07
Stelac Advisory Services LLC
0.17% NEW
α +13.4pts
08
Fiduciary Alliance LLC
0.07% held
α +16.8pts
09
D L Carlson Investment Group Inc.
0.06% held
α +17.7pts
10
Walkner Condon Financial Advisors LLC
0.04% held
α +23.7pts
11
RFG Advisory, LLC
0.02% held
α +16.2pts
12
Principal Securities, Inc.
0.01% held
α +21.3pts
13
CV Advisors LLC
0.01% held
α +29.1pts
14
Banque Pictet & Cie SA
0.00% held
α +10.3pts
15
Citigroup Inc.
0.00% held
α +26.3pts
16
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
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 $IEI in the recent window.
Congress trades · last 90 days
6 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $IEI lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $IEI — 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 08:37 UTC.