There is a long list of 881 institutional holders of IEF within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IEF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IEF table below, the initial column indicates the name of each top institutional holder of IEF, with a link to that fund's top holdings. The next columns indicate the amount of IEF stock held by each of the institutional holders of IEF, followed by the IEF position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
FMR LLC	37,793,149	$3,642,882	12/31/2023
IEF	37,793,149	$3,642,882	12/31/2023
JPMorgan Chase & Co.	20,052,754	$1,932,885	12/31/2023
IEF	20,052,754	$1,932,885	12/31/2023
UBS Group AG		$1,228,516	12/31/2023
IEF	7,839,763	$755,675	12/31/2023
Call	4,905,500	$472,841	12/31/2023
Envestnet Asset Management Inc.	12,084,897	$1,164,863	12/31/2023
IEF	12,084,897	$1,164,863	12/31/2023
The PNC Financial Services Group Inc.	9,881,652	$952,492	12/31/2023
IEF	9,881,652	$952,492	12/31/2023
Morgan Stanley	9,817,067	$946,267	12/31/2023
IEF	9,817,067	$946,267	12/31/2023
Fisher Asset Management LLC	9,697,073	$934,701	12/31/2023
IEF	9,697,073	$934,701	12/31/2023
Ameriprise Financial Inc.	7,078,930	$660,594	12/31/2023
IEF	7,078,930	$660,594	12/31/2023
Raymond James & Associates	6,065,301	$574,141	03/31/2024
IEF	6,065,301	$574,141	03/31/2024
Bank of America Corp DE		$564,857	12/31/2023
IEF	6,475,117	$624,137	12/31/2023
Put	775,000	$74,702	12/31/2023
Call	160,000	$15,422	12/31/2023
Captrust Financial Advisors	5,630,297	$542,704	12/31/2023
IEF	5,630,297	$542,704	12/31/2023
Charles Schwab Investment Management Inc.	5,478,582	$528,081	12/31/2023
IEF	5,478,582	$528,081	12/31/2023
Ronald Blue Trust Inc.	4,465,366	$408,982	12/31/2023
IEF	4,465,366	$408,982	12/31/2023
BlackRock Inc.	3,990,136	$384,609	12/31/2023
IEF	3,990,136	$384,609	12/31/2023
MEMBERS Trust Co	3,305,356	$319,397	12/31/2023
IEF	3,305,356	$319,397	12/31/2023
Northwestern Mutual Wealth Management Co.	2,828,273	$272,617	12/31/2023
IEF	2,828,273	$272,617	12/31/2023
Nationwide Fund Advisors	2,834,331	$268,298	03/31/2024
IEF	2,834,331	$268,298	03/31/2024
LPL Financial LLC	2,554,300	$246,209	12/31/2023
IEF	2,554,300	$246,209	12/31/2023
Bank Julius Baer & Co. Ltd Zurich	2,539,644	$244,796	12/31/2023
IEF	2,539,644	$244,796	12/31/2023
Bank of Montreal Can	2,260,830	$218,498	12/31/2023
IEF	2,260,830	$218,498	12/31/2023
Perella Weinberg Partners Capital Management LP	2,211,712	$213,187	12/31/2023
IEF	2,211,712	$213,187	12/31/2023
Wells Fargo & Company MN		$209,656	12/31/2023
IEF	2,075,084	$200,017	12/31/2023
Call	100,000	$9,639	12/31/2023
Alliancebernstein L.P.	1,903,824	$183,510	12/31/2023
IEF	1,903,824	$183,510	12/31/2023
Capitolis Liquid Global Markets LLC	1,800,000	$173,502	12/31/2023
IEF	1,800,000	$173,502	12/31/2023
Mariner LLC	1,757,309	$169,387	12/31/2023
IEF	1,757,309	$169,387	12/31/2023
Wealthcare Capital Management LLC	1,773,155	$167,847	03/31/2024
IEF	1,773,155	$167,847	03/31/2024
Baird Financial Group Inc.	1,722,152	$165,998	12/31/2023
IEF	1,722,152	$165,998	12/31/2023
Raymond James Financial Services Advisors Inc.	1,667,917	$157,885	03/31/2024
IEF	1,667,917	$157,885	03/31/2024
Truist Financial Corp	1,562,835	$150,642	12/31/2023
IEF	1,562,835	$150,642	12/31/2023
Janney Montgomery Scott LLC	1,374,256	$132,465	12/31/2023
IEF	1,374,256	$132,465	12/31/2023
Hsbc Holdings PLC	1,299,049	$125,215	12/31/2023
IEF	1,299,049	$125,215	12/31/2023
Armstrong Advisory Group Inc.	1,252,912	$120,768	03/31/2024
IEF	1,252,912	$120,768	03/31/2024
Walleye Capital LLC	1,245,702	$120,073	12/31/2023
IEF	1,245,702	$120,073	12/31/2023
Wealth Enhancement Advisory Services LLC	1,168,216	$110,583	03/31/2024
IEF	1,168,216	$110,583	03/31/2024
Juniper Hill Capital Management LP	1,103,695	$106,385	12/31/2023
IEF	1,103,695	$106,385	12/31/2023
Susquehanna International Group LLP		$98,326	12/31/2023
Call	2,823,600	$272,167	12/31/2023
Put	1,855,200	$178,823	12/31/2023
IEF	51,681	$4,982	12/31/2023
Royal Bank of Canada	1,013,189	$97,661	12/31/2023
IEF	1,013,189	$97,661	12/31/2023
GLOBALT Investments LLC GA	960,524	$92,585	12/31/2023
IEF	960,524	$92,585	12/31/2023
Stifel Financial Corp	949,453	$91,519	12/31/2023
IEF	949,453	$91,519	12/31/2023
WestEnd Advisors LLC	850,174	$81,948	12/31/2023
IEF	850,174	$81,948	12/31/2023
Victory Capital Management Inc.	800,913	$77,200	12/31/2023
IEF	800,913	$77,200	12/31/2023
Capstone Investment Advisors LLC		$77,112	12/31/2023
Call	800,000	$77,112	12/31/2023
IEF	1	$0	12/31/2023
Partners Capital Investment Group LLP	792,709	$76,409	12/31/2023
IEF	792,709	$76,409	12/31/2023
Cerity Partners LLC	784,117	$75,581	12/31/2023
IEF	784,117	$75,581	12/31/2023
Citigroup Inc.		$74,056	12/31/2023
IEF	468,296	$45,139	12/31/2023
Call	300,000	$28,917	12/31/2023
3EDGE Asset Management LP	766,027	$73,837	12/31/2023
IEF	766,027	$73,837	12/31/2023
Ally Invest Advisors Inc.	755,208	$72,794	12/31/2023
IEF	755,208	$72,794	12/31/2023
Bogart Wealth LLC	720,501	$69,449	12/31/2023
IEF	720,501	$69,449	12/31/2023
Commonwealth Equity Services LLC	695,764	$67,065	12/31/2023
IEF	695,764	$67,065	12/31/2023
Millennium Management LLC		$65,050	12/31/2023
IEF	624,856	$60,230	12/31/2023
Call	50,000	$4,820	12/31/2023

See All: Funds Holding IEF
See Details: Top 10 Hedge Funds Holding IEF
Also See: IEF Holdings Changes

IEF — Current Quote

Quotes delayed 20 minutes Free IEF Email Alerts: Get Dividend Alerts Get SEC Filing Alerts

IEF — Performance