IEF Institutional Ownership
Who owns IEF and what the big funds did with it last quarter, from every SEC 13F filing. 1,142 funds reported holding IEF at Jun 30, 2026.
- ▲599 buying vs 482 selling
- ▲Shares held by funds +1.6%
- ▲Funds holding +21
- ●Superinvestors: 2 added, 2 cut
- ▲Put/call 0.33 to 0.30
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,142 | 1,121 | +1.9% |
| In funds' top 10 | 101 | 127 | −20.5% |
| 13F shares | 460M | 453M | +1.6% |
| Held by funds | – | – | – |
| New positions | 133 | 114 | +16.7% |
| Increased | 466 | 537 | −13.2% |
| Reduced | 384 | 313 | +22.7% |
| Sold out | 98 | 89 | +10.1% |
| Calls (shares) | 2.1M | 3.4M | −37.0% |
| Puts (shares) | 636K | 1.2M | −49.1% |
| Put/call ratio | 0.30 | 0.33 | −10.1% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IEF
All superinvestors →
Who owns IEF
share of fund held shares- Index and passive funds1.0%
- Active managers and hedge funds70.5%
- Banks and brokers28.4%
- Pensions, insurers and other0.2%
The top 10 holders own 68.0% of all IEF shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
909 funds changed their position- Fisher Asset Management, LLCTrimmed−34.8M sh
- Jpmorgan Chase & CoTrimmed−9.3M sh
- Wilshire Advisors LLCNew+5M sh
- Mutual Advisors, LLCTrimmed−2.4M sh
- Peavine Capital, LLCSold out−2M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | – | 161M | $15.2B | +13.9M |
| 2 | Jpmorgan Chase & Co | – | 34.3M | $3.3B | −464K |
| 3 | Fmr LLC | – | 24.2M | $2.3B | −10.9M |
| 4 | Bank of America Corp /de/ | – | 21.3M | $2B | −1.6M |
| 5 | Ameriprise Financial Inc | – | 18.5M | $1.8B | +17K |
| 6 | Envestnet Asset Management Inc | – | 15.4M | $1.5B | +630K |
| 7 | Morgan Stanley | – | 14.4M | $1.4B | +1.6M |
| 8 | PNC Financial Services Group, Inc. | – | 8.7M | $826M | +306K |
| 9 | Raymond James Financial Inc | – | 7.5M | $713M | +743K |
| 10 | Blue Trust, Inc. | – | 7.2M | $685M | +763K |
- Fisher Asset Management, LLC+13.9M sh+$1.3B
- Morgan Stanley+1.6M sh+$152M
- UBS Group AG+1.2M sh+$118M
- McElhenny Sheffield Capital Management, LLC+1M sh+$96.2M
- Citigroup Inc+939K sh+$88.8M
- Moore Capital Management, LP+770K sh+$72.8M
- Blue Trust, Inc.+763K sh+$72.2M
- Raymond James Financial Inc+743K sh+$70.2M
- Fmr LLC−10.9M sh−$1B
- Citadel Advisors LLC−3.4M sh−$327M
- Royal Bank of Canada−2.1M sh−$195M
- Bank of America Corp /de/−1.6M sh−$151M
- Assetmark, Inc−745K sh−$70.5M
- Alliancebernstein L.P.−500K sh−$47.7M
- Jpmorgan Chase & Co−464K sh−$44.1M
- Blue Edge Capital, LLC−334K sh−$31.6M
IEF institutional ownership FAQ
Who owns the most IEF stock?
In Q2 2026 13F filings the largest holder of IEF was Fisher Asset Management, LLC, followed by Jpmorgan Chase & Co and Fmr LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of IEF is owned by institutions?
1,142 funds reported holding 460M IEF shares at Jun 30, 2026.
Are hedge funds buying IEF?
In Q2 2026, 599 funds bought IEF (133 of them new positions) and 482 sold (98 sold out completely). Among well known investors, 2 added and 2 cut. Our fund sentiment for IEF is strongly bullish.
What is IEF's institutional put/call ratio?
Funds reported $59M of IEF puts against $200M of calls, a put/call ratio of 0.30 (0.33 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this IEF ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.