Ishares Tr (IEI) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (IEI) following the 2026 Q2 hedge fund 13F filings?

As of today, IEI has moved -1.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.0% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (June 30, 2026), IEI gained -2.3% vs +3.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Tr (IEI)

817 + Investors. Track Smart Money conviction in IEI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IEI

Based on 820 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their IEI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

820 hedge funds hold IEI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q

+64 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 49% buying

392 buying405 selling

Last quarter: 405 funds reduced or exited vs 392 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 99 → 133 → 89 → 80. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new

486 out of 820 hedge funds have held IEI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📊

Peak discovery — momentum slowing

99 → 99 → 133 → 89 → 80 new funds/Q

New funds entering each quarter: 99 → 133 → 89 → 80. IEI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 14% 1-2yr ■ 24% new

Entry-cohort mix of 826 holders: 510 (62%) are 2+ year veterans, 118 entered 1–2 years ago, and 198 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

31 of 818 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IEI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	817	837	-2.39%
13F Shares	131M	115M	13.85%
Total Value	$15.04B	$13.33B	12.87%
New Positions	79	89	-10
Increased Positions	309	351	-42
Closed Positions	97	93	+4
Reduced Positions	307	256	+51
Total Calls	4	4	-
Total Puts	3	5	-40.0%
PUT/CALL Ratio	0.75	1.25	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

817

837

-2.39%

13F Shares

131M

115M

13.85%

Total Value

$15.04B

$13.33B

12.87%

New Positions

-10

Increased Positions

309

351

-42

Closed Positions

Reduced Positions

307

256

+51

Total Calls

Total Puts

-40.0%

PUT/CALL Ratio

0.75

1.25

Neutral

Institutional Holders (2026 Q2)

817 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IEI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IEI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Criteria Caixa, S.A.U.	49.70%	82,000	$11.8M
2	Hoese & Co LLP	17.29%	226,598	$26.6M
3	School Employees Retirement Board of Ohio	16.00%	378,065	$44.4M
4	Tanglewood Wealth Management, Inc.	14.44%	1,445,259	$169.7M
5	Strategic Point Investment Advisors, LLC	10.21%	667,170	$78.4M
6	Ridgepath Capital Management LLC	10.12%	195,218	$22.9M
7	CVS HEALTH Corp	9.54%	182,800	$21.5M
8	Summitpoint Capital Management	8.60%	67,929	$8.0M
9	Gould Capital, LLC	8.43%	128,837	$15.1M
10	Sollinda Capital Management LLC	6.80%	271,334	$31.9M
11	AmeriServ Wealth Advisors	6.42%	82,174	$9.7M
12	Benchmark Financial, LLC	6.36%	66,408	$7.8M
13	Foronjy Financial LLC	6.24%	144,494	$17.0M
14	Weaver Capital Management LLC	6.05%	231,359	$27.4M
15	Cantor Fitzgerald Investment Advisors L.P.	6.03%	760,770	$89.4M
16	Westview Management dba Westview Investment Advisors	5.75%	99,971	$11.7M
17	DDFG, Inc	5.52%	236,514	$27.8M
18	New Harbor Financial Group, LLC	5.47%	294,999	$34.6M
19	Independence Financial Advisors, LLC	5.36%	175,850	$20.7M
20	Clarity Financial LLC	5.35%	536,456	$63.0M
21	Global Trust Asset Management, LLC	5.14%	140,020	$16.4M
22	Armstrong Advisory Group, Inc	4.70%	657,428	$77.2M
23	Philadelphia Investment Partners, LLC	4.49%	61,405	$7.2M
24	Vectors Research Management, LLC	4.31%	140,476	$16.5M
25	Jmac Enterprises LLC	4.28%	216,321	$25.4M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ishares Tr (IEI)

What does the Smart Money Trend signal show for IEI?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IEI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IEI?

More sellers than buyers — 49% buying: Last quarter: 405 funds reduced or exited vs 392 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IEI holders?

Elite ownership — 49% AUM from top-100 funds: 31 of 818 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IEI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IEI?

59% of holders stayed for 2+ years: 486 out of 820 hedge funds have held IEI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ishares Tr (IEI) following the 2026 Q2 hedge fund 13F filings?

As of today, IEI has moved -1.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.0% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (June 30, 2026), IEI has gained -2.3% vs +3.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ishares Tr (IEI)

Smart Money Signals — IEI

Selling streak — 2 quarters in a row

At the ownership peak (97% of max)

Steady growth — +8% more funds vs a year ago

More sellers than buyers — 49% buying

Fewer new buyers each quarter (-9 vs last Q)

59% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 62% veterans vs 24% newcomers

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — IEI

Hedge Fund Ownership: IEI

Market Analysis: IEI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IEI

Is It Too Late to Buy Ishares Tr (IEI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IEI

Statistics: IEI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IEI)

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