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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 7 tracked institutions holding IEF, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +5.1pt. It's a gauge of who owns the name, not just how many.
Among the 7 tracked institutional investors we monitor, IEF (ISHARES TR 7 10YR TR BD ETF) is held with a combined value of $17.89B across 189,217,579 shares. The largest holder is Fisher Asset Management, LLC with a position worth $15.22B (4.53% of their portfolio). RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 4 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$17.89B
Total Shares Held
189,217,579
Institutional Holders
7
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $15.22B | 4.53% | +9.5% |
| 2 | FMR LLC | $2.29B | 0.10% | -31.0% |
| 3 | BlackRock, Inc. | $370.52M | 0.01% | +7.6% |
| 4 | MILLENNIUM MANAGEMENT LLC | $8.80M | 0.01% | +1.0% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $4.08M | 0.01% | New |
| 6 | Gotham Asset Management, LLC | $1.34M | 0.00% | +175.1% |
| 7 | AQR CAPITAL MANAGEMENT LLC | $446.98K | 0.00% | -28.7% |
| Member | Type | Date |
|---|---|---|
| John Boozman | Sell | Jun 17, 2026 |
| John Boozman | Buy | May 27, 2026 |
| John Boozman | Buy | Feb 6, 2026 |
| John Boozman | Buy |
As of the latest SEC 13F filings, Fisher Asset Management, LLC is the largest institutional holder of IEF with a position worth $15.22B, representing 4.53% of their portfolio. In total, 7 institutional investors hold IEF with a combined value of $17.89B.
In the most recent quarter, 1 fund opened a new position in IEF. Additionally, 4 increased their holdings and 2 reduced their positions.
Institutional investors hold $17.89B worth of IEF stock across 7 positions. The largest institutional holder is Fisher Asset Management, LLC with $15.22B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IEF, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IEF positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Sep 16, 2025 |
| John Boozman | Buy | Aug 1, 2025 |
| John Boozman | Buy | Sep 6, 2024 |
| John Boozman | Sell | Jun 26, 2024 |
| John Boozman | Sell | Feb 20, 2024 |
Last Close
$89.05
2026-10-02
YTD
-4.5%
1% of 52-week range