IEDI — ISHARES U.S. CONSUMER FOCUSE
As of Q2 2026, 4 SEC-registered investment managers reported holding IEDI (ISHARES U.S. CONSUMER FOCUSE) in their latest 13F filings, with a combined reported value of $1.22M across 22.21K shares. That is +247.0% by share count (+15.81K shares) versus the previous quarter, while reported value moved +251.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 21.91K | $1.20M | 0.00% | Add |
| UBS Group AG history | 296 | $16.22K | 0.00% | New |
| Morgan Stanley history | 6 | $329 | 0.00% | Reduce |
| Wells Fargo & Co history | 2 | $89 | 0.00% | New |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 6.39K | $345.83K | 0.00% | Add |
| Morgan Stanley history | 7 | $396 | 0.00% | Reduce |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 4.34K | $238.99K | 0.00% | Reduce |
| Morgan Stanley history | 207 | $11.42K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $46 | 0.00% | Hold |
Q3 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 5.93K | $333.86K | 0.00% | Add |
| UBS Group AG history | 984 | $55.40K | 0.00% | Reduce |
| Morgan Stanley history | 206 | $11.60K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $39 | 0.00% | New |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 4.69K | $256.62K | 0.00% | New |
| UBS Group AG history | 1.05K | $57.55K | 0.00% | Add |
| Morgan Stanley history | 200 | $10.95K | 0.00% | Hold |
Q1 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 972 | $49.65K | 0.00% | New |
| Morgan Stanley history | 201 | $10.28K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $40 | 0.00% | New |
New Positions (Q2 2026)
- UBS Group AG 296 sh · $16.22K
- Wells Fargo & Co 2 sh · $89
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 21.91K | 6.39K | 4.34K | 5.93K | 4.69K | — | — | 13.73K | 5.71K | 7.88K | 28.79K | — | — | — | — | 15.20K | 23.05K | 15.26K | 15.26K | 22.56K |
| UBS Group AG | 296 | — | — | 984 | 1.05K | 972 | — | — | 60 | — | — | 486 | 219 | 636 | 10 | 1.92K | 113 | 3.47K | 1.85K | 2.50K |
| Morgan Stanley | 6 | 7 | 207 | 206 | 200 | 201 | 201 | 201 | — | 1 | — | 13 | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 2 | — | 1 | 1 | — | 1 | — | — | — | 1 | 1 | 1 | 1 | — | — | 1 | — | — | — | 1 |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | 1.57K | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 216 | 216 |