ISHARES TR

$IEI
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Smart money positioned

16 of the Top-200 alpha managers hold $IEI as of the latest 13F snapshot.

13F holders
823
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

16 holders · Q1 2026

$IEI is held by 16 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.13%, with an average of 0.46% of portfolio. Largest holder: MFA Wealth Services at 4.13%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
MFA Wealth Services
4.13% NEW
α +16.2pts
02
Courier Capital LLC
0.84% NEW
α +14.9pts
03
Johnson Financial Group, Inc.
0.55% ↓ 2.1pp
α +14.7pts
04
Pacific Financial Group Inc.
0.52% held
α +14.3pts
05
Banco Santander, S.A.
0.26% held
α +12.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 823 · Source: 13F-HR
01
Madison Investment Advisors, LLC
1.31% of portfolio
12,516,466 sh
02
State Farm Mutual Automobile Insurance Co.
0.05% of portfolio
6,316,872 sh
03
Evensky & Katz LLC
0.28% of portfolio
6,233,148 sh
04
Bahl & Gaynor Inc.
0.08% of portfolio
4,292,100 sh
05
Castlekeep Investment Advisors LLC
1.02% of portfolio
4,231,532 sh
06
Baltimore-Washington Financial Advisors, Inc.
0.33% of portfolio
3,946,398 sh
07
Marquette Asset Management, LLC
0.12% of portfolio
3,835,777 sh
08
Yorktown Management & Research Co Inc
0.81% of portfolio
3,352,425 sh
09
Atlantic Edge Private Wealth Management, LLC
—
3,254,224 sh
10
TB Capital Gestao de Recursos Ltda.
0.02% of portfolio
3,146,974 sh
See all 823 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IEI in the recent window.

Congress trades · last 90 days

6 disclosures · STOCK Act
John Boozman
Senate · Arkansas · Traded Sep 16
BOUGHT
$IEIiShares 3-7 Year Treasury Bond ETF
$15K–$50K
Oct 10STOCK
John Boozman
Senate · Arkansas · Traded Aug 1
BOUGHT
$IEIiShares 3-7 Year Treasury Bond ETF
$1K–$15K
Sep 12STOCK
Chuck Fleischmann
House · Tennessee · Traded Jul 17
SOLD
$IEIiShares 3-7 Year Treasury Bond ETF
$1K–$15K
Aug 19STOCK
Chuck Fleischmann
House · Tennessee · Traded Apr 16
BOUGHT
$IEIiShares 3-7 Year Treasury Bond ETF
$1K–$15K
May 13STOCK
Chuck Fleischmann
House · Tennessee · Traded Oct 22
BOUGHT
$IEIiShares 3-7 Year Treasury Bond ETF
$1K–$15K
Nov 12STOCK
John Boozman
Senate · Arkansas · Traded Sep 6
BOUGHT
$IEIiShares 3-7 Year Treasury Bond ETF
$1K–$15K
Oct 18STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:57 UTC.