IEFA Institutional Ownership
Who owns IEFA and what the big funds did with it last quarter, from every SEC 13F filing. 2,460 funds reported holding IEFA at Jun 30, 2026.
- ▲1,334 buying vs 819 selling
- ▲Shares held by funds +2.2%
- ▲Funds holding +41
- ▲Superinvestors: 2 added, 0 cut
- ●Put/call not meaningful
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 | 2,460 | 2,419 | +1.7% |
| In funds' top 10 | 391 | 399 | −2.0% |
| 13F shares | 1.68B | 1.64B | +2.2% |
| Held by funds | – | – | – |
| New positions | 127 | 159 | −20.1% |
| Increased | 1,207 | 1,085 | +11.2% |
| Reduced | 737 | 741 | −0.5% |
| Sold out | 82 | 87 | −5.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IEFA
All superinvestors →Who owns IEFA
share of fund held shares- Index and passive funds2.3%
- Active managers and hedge funds43.1%
- Banks and brokers54.2%
- Pensions, insurers and other0.4%
The top 10 holders own 47.8% of all IEFA 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
1,088 funds changed their position- Nationwide Fund AdvisorsAdded+1.6M sh
- Constellation Investments, Inc.Added+1.3M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−1.2M sh
- Truist Financial CorpTrimmed−931K sh
- MPS Loria Financial Planners, LLCNew+796K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 205M | $19.8B | +1.7M |
| 2 | Jones Financial Companies Lllp | – | 114M | $10.8B | +5M |
| 3 | Morgan Stanley | – | 107M | $10.3B | +1.5M |
| 4 | Wells Fargo & Company/mn | – | 90.7M | $8.8B | +5.6M |
| 5 | UBS Group AG | – | 69.6M | $6.7B | +280K |
| 6 | Envestnet Asset Management Inc | – | 49.1M | $4.7B | −1.7M |
| 7 | LPL Financial LLC | – | 47.8M | $4.6B | +1.7M |
| 8 | Raymond James Financial Inc | – | 46M | $4.4B | +1.4M |
| 9 | Bank of New York Mellon Corp | – | 38.6M | $3.7B | +530K |
| 10 | Northwestern Mutual Wealth Management Co | – | 37.3M | $3.6B | +957K |
- Brown Brothers Harriman & Co+6.6M sh+$633M
- Wells Fargo & Company/mn+5.6M sh+$536M
- Jones Financial Companies Lllp+5M sh+$481M
- Pathstone Holdings, LLC+4.8M sh+$466M
- Schroder Investment Management Group+2.3M sh+$217M
- Fifth Third Bancorp+2.1M sh+$206M
- Prime Capital Investment Advisors, LLC+2.1M sh+$206M
- TIAA Wealth Investment Management LLC+1.7M sh+$169M
- Bank of Montreal /can/−4.4M sh−$423M
- Truist Financial Corp−3M sh−$292M
- Envestnet Asset Management Inc−1.7M sh−$166M
- 49 Wealth Management, LLC−1.6M sh−$153M
- Wealthquest Corp−1.4M sh−$137M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME−1.4M sh−$136M
- Steward Partners Investment Advisory, LLC−1.4M sh−$135M
- Dixon Mitchell Investment Counsel Inc.−1.4M sh−$132M
IEFA institutional ownership FAQ
Who owns the most IEFA stock?
In Q2 2026 13F filings the largest holder of IEFA was Bank of America Corp /de/, followed by Jones Financial Companies Lllp and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of IEFA is owned by institutions?
2,460 funds reported holding 1.68B IEFA shares at Jun 30, 2026.
Are hedge funds buying IEFA?
In Q2 2026, 1,334 funds bought IEFA (127 of them new positions) and 819 sold (82 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for IEFA is strongly bullish.
What is IEFA's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IEFA 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.

