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Of the 7 tracked institutions holding IEI, 5 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +3.3pt. It's a gauge of who owns the name, not just how many.
Among the 7 tracked institutional investors we monitor, IEI (ISHARES TR) is held with a combined value of $586.50M across 4,945,192 shares. The largest holder is FMR LLC with a position worth $373.23M (0.02% of their portfolio). CITADEL ADVISORS LLC opened a new position in the most recent quarter. 4 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$586.50M
Total Shares Held
4,945,192
Institutional Holders
7
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $373.23M | 0.02% | +259.6% |
| 2 | BlackRock, Inc. | $159.51M | 0.00% | -16.9% |
| 3 | CITADEL ADVISORS LLC | $30.41M | 0.02% | New |
| 4 | MILLENNIUM MANAGEMENT LLC | $14.10M | 0.01% | +142.8% |
| 5 | Gotham Asset Management, LLC | $4.69M | 0.01% | +161.9% |
| 6 | Grantham, Mayo, Van Otterloo & Co. LLC | $3.20M | 0.01% | +88.8% |
| 7 | Fisher Asset Management, LLC | $1.35M | 0.00% | -16.4% |
| Member | Type | Date |
|---|---|---|
| John Boozman | Sell | May 13, 2026 |
| John Boozman | Buy | Sep 16, 2025 |
| John Boozman | Buy | Aug 1, 2025 |
| John Boozman | Buy |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IEI with a position worth $373.23M, representing 0.02% of their portfolio. In total, 7 institutional investors hold IEI with a combined value of $586.50M.
In the most recent quarter, 1 fund opened a new position in IEI. Additionally, 4 increased their holdings and 2 reduced their positions.
Institutional investors hold $586.50M worth of IEI stock across 7 positions. The largest institutional holder is FMR LLC with $373.23M 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 IEI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IEI 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 6, 2024 |
Last Close
$116.46
2026-07-27
YTD
-0.6%
51% of 52-week range
