IEF — ISHARES TR
As of Q2 2026, 25 SEC-registered investment managers reported holding IEF (ISHARES TR) in their latest 13F filings, with a combined reported value of $11.85B across 125.15M shares. That is +13.9% by share count (+15.29M shares) versus the previous quarter, while reported value moved +13.2%. Ownership is concentrated: the five largest holders account for 82.2% of reported value and the top ten for 97.3%.
Compared with the prior quarter, 4 opened new positions, 9 added to existing stakes, 11 trimmed, 1 exited entirely. 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| JPMorgan Chase & Co history | Q2 2026 | 34.26M | $3.26B | 0.38% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 24.18M | $2.29B | 0.11% | Reduce |
| Bank of America Corp history | Q2 2026 | 21.31M | $2.02B | 0.13% | Reduce |
| Morgan Stanley history | Q2 2026 | 14.39M | $1.36B | 0.08% | Add |
| PNC Financial Services history | Q2 2026 | 8.73M | $826.00M | 0.41% | Add |
| UBS Group AG history | Q2 2026 | 6.69M | $632.87M | 0.09% | Reduce |
| Charles Schwab Investment Management history | Q2 2024 | 5.45M | $510.58M | 0.10% | Reduce |
| BlackRock Inc history | Q2 2026 | 3.92M | $370.52M | 0.01% | Add |
| Wells Fargo & Co history | Q2 2026 | 3.20M | $303.05M | 0.05% | Add |
| Goldman Sachs Group history | Q2 2026 | 2.73M | $258.40M | 0.02% | Reduce |
| Invesco Ltd history | Q3 2024 | 2.57M | $252.15M | 0.05% | New |
| Citigroup Inc history | Q2 2026 | 2.28M | $216.07M | 0.07% | Add |
| Citadel Advisors history | Q2 2026 | 1.59M | $150.20M | 0.02% | Reduce |
| Moore Capital Management history | Q2 2026 | 770.00K | $72.82M | 1.13% | New |
| Soros Fund Management history | Q3 2025 | 472.60K | $45.59M | 0.71% | Reduce |
| Manulife Financial history | Q2 2026 | 298.08K | $28.19M | 0.02% | Add |
| Point72 Asset Management history | Q2 2026 | 266.30K | $25.18M | 0.03% | Reduce |
| BNY Mellon history | Q2 2026 | 247.86K | $23.44M | 0.00% | Reduce |
| Millennium Management history | Q2 2026 | 93.06K | $8.80M | 0.00% | Add |
| Prudential Financial history | Q3 2024 | 55.20K | $5.42M | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 34.26M sh · $3.26B
- Moore Capital Management 770.00K sh · $72.82M
- Renaissance Technologies 43.11K sh · $4.08M
- Two Sigma Investments 17.23K sh · $1.63M
Fully Exited (vs previous quarter)
- Principal Global Investors sold 4.72K sh · $450.86K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 2.57M | 8.63M | 15.21M | 29.02M | 39.64M | 41.88M | 36.51M | 39.66M | 36.25M | 20.05M | 14.98M | 20.18M | 27.76M | 26.74M | 28.08M | 27.28M | 26.68M | 34.19M | — | 34.26M |
| Fidelity Management & Research (FMR) | 3.03M | 3.48M | 2.96M | 3.01M | 1.91M | 3.75M | 31.45M | 37.01M | 36.67M | 37.79M | 38.01M | 37.02M | 33.52M | 29.68M | 26.86M | 28.59M | 29.71M | 34.78M | 35.05M | 24.18M |
| Bank of America Corp | 22.37M | 26.12M | 8.09M | 7.32M | 6.00M | 8.51M | 9.81M | 10.57M | 8.59M | 7.41M | 9.87M | 7.83M | 10.06M | 10.23M | 10.60M | 9.91M | 15.33M | 13.49M | 22.90M | 21.31M |
| Morgan Stanley | 1.98M | 3.18M | 2.51M | 3.32M | 3.75M | 4.00M | 12.43M | 13.81M | 15.45M | 9.82M | 8.85M | 20.38M | 14.12M | 7.77M | 11.10M | 12.52M | 14.30M | 17.04M | 12.78M | 14.39M |
| PNC Financial Services | 2.39M | 2.40M | 2.36M | 11.52M | 11.27M | 10.94M | 12.16M | 10.42M | 10.09M | 9.88M | 9.56M | 10.06M | 9.76M | 9.64M | 9.29M | 8.60M | 8.41M | 8.49M | 8.43M | 8.73M |
| UBS Group AG | 1.32M | 1.22M | 1.22M | 1.57M | 3.00M | 3.14M | 10.63M | 10.77M | 10.85M | 12.75M | 13.09M | 3.72M | 8.68M | 3.82M | 4.63M | 4.76M | 5.82M | 15.44M | 8.67M | 6.69M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.69M | 3.07M | 1.55M | 2.14M | 1.65M | 2.30M | 3.64M | 3.92M |
| Wells Fargo & Co | 2.09M | 1.84M | 2.24M | 1.59M | 1.85M | 2.17M | 1.95M | 3.34M | 2.20M | 2.18M | 2.06M | 2.08M | 1.82M | 2.05M | 3.59M | 3.20M | 3.45M | 3.35M | 3.05M | 3.20M |
| Goldman Sachs Group | 2.17M | 1.70M | 1.60M | 1.64M | 713.15K | 445.32K | 2.24M | 460.75K | 859.51K | 2.24M | 1.23M | 2.69M | 1.74M | 2.96M | 3.86M | 2.56M | 2.94M | 13.15M | 8.54M | 2.73M |
| Citigroup Inc | 211.58K | 423.58K | 1.12M | 2.05M | 4.93M | 2.37M | 1.18M | 2.07M | 1.41M | 768.30K | 3.59M | 2.11M | 1.38M | 846.96K | 1.47M | 11.58M | 1.63M | 832.37K | 345.94K | 2.28M |
| Citadel Advisors | 3.89M | 4.70M | 8.70M | 5.78M | 3.68M | 1.17M | 2.05M | 1.27M | 2.12M | 4.57M | 11.68M | 10.02M | 9.95M | 3.67M | 1.72M | 695.25K | 573.00K | 3.82M | 4.84M | 1.59M |
| Moore Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | 31.12K | 400.00K | 168.80K | 467.79K | — | — | — | 770.00K |
| Manulife Financial | 339.68K | 331.17K | 246.55K | 631.17K | 1.33M | 1.31M | 1.12M | 1.57M | 1.05M | 272.05K | 189.30K | 314.81K | 628.55K | 578.02K | 12.14K | 629.05K | 1.05M | 96.17K | 270.84K | 298.08K |
| Point72 Asset Management | — | — | — | — | 37.00K | — | 72.50K | 62.50K | — | 50.00K | 100.00K | — | — | — | — | 50.00K | 58.47K | 393.60K | 601.11K | 266.30K |
| BNY Mellon | 171.19K | 199.67K | 139.96K | 152.99K | 151.26K | 93.36K | 112.56K | 133.15K | 130.94K | 105.44K | 136.56K | 169.31K | 163.63K | 195.88K | 185.04K | 112.24K | 211.04K | 274.08K | 346.58K | 247.86K |
| Millennium Management | 11.50K | — | 83.33K | 84.16K | 155.59K | 50.94K | 187.08K | 64.45K | 687.15K | 674.86K | 981.23K | 497.29K | 231.45K | 698.71K | 326.01K | 478.88K | 747.50K | 352.42K | 92.16K | 93.06K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | 10.29K | 10.35K | 10.63K | 10.27K | 107.54K | 37.06K | 36.73K | 34.05K | 38.68K | 44.35K | 47.91K |
| Renaissance Technologies | — | — | — | 108.10K | 85.10K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 43.11K |
| Lazard Asset Management | — | — | 87.13K | 78.89K | — | — | 34.30K | 67.76K | 43.68K | 45.94K | 47.44K | 46.04K | 45.11K | 44.51K | 49.29K | 47.03K | 45.47K | 43.78K | 44.59K | 41.27K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | 26.15K | — | — | — | — | — | 24.14K | — | 25.44K | — | 17.23K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details