% of shares outstanding is not shown for IEF: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for IEF in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 147,045,481147.0M | $14.0B | — | ADD 9% |
| 2 | FMR LLC | 35,047,71235.0M | $3.3B | — | — |
| 3 | JPMORGAN CHASE & CO | 34,721,61434.7M | $3.3B | — | — |
| 4 | BANK OF AMERICA CORP /DE/ | 22,900,07922.9M | $2.2B | — | ADD 70% |
| 5 | AMERIPRISE FINANCIAL INC | 18,510,55918.5M | $1.8B | — | ADD 23% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 14,752,60214.8M | $1.4B | — | ADD 16% |
| 7 | MORGAN STANLEY | 12,781,39112.8M | $1.2B | — | TRIM -25% |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 8,428,7348.4M | $804M | — | — |
| 9 | RAYMOND JAMES FINANCIAL INC | 6,801,3576.8M | $649M | — | ADD 10% |
| 10 | Blue Trust, Inc. | 6,475,9526.5M | $618M | — | ADD 6% |
Ranked by each filer’s own reported value, not shares.
1 holder — The filer reported no value for this line, so it carries no dollar figure and is left out of the percentage and value columns.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Fisher Asset Management, LLC | +12,212,510 | $1.2B | ADD |
| BANK OF AMERICA CORP /DE/ | +9,414,689 | $898M | ADD |
| Richard Bernstein Advisors LLC | +3,673,879 | $350M | OPEN |
| CITADEL ADVISORS LLC | +3,431,225 | $327M | OPEN |
| AMERIPRISE FINANCIAL INC | +3,426,784 | $327M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | −4,258,280 | $406M | TRIM |
| Mariner, LLC | −1,860,315 | $177M | TRIM |
| BANK OF MONTREAL /CAN/ | −1,248,592 | $119M | TRIM |
| AlphaQuest LLC | −1,009,045 | $96M | CLOSE |
| COLDSTREAM CAPITAL MANAGEMENT INC | −993,535 | $95M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 49.2M | 55.0M | 57.7M | 87.7M | 134.8M | 147.0M | $14.0B |
| FMR LLC | 29.7M | 26.9M | 28.6M | 29.7M | 34.8M | 35.0M | $3.3B |
| JPMORGAN CHASE & CO | 26.7M | 28.1M | 27.3M | 53.4M | 34.2M | 34.7M | $3.3B |
| BANK OF AMERICA CORP /DE/ | 7.7M | 8.5M | 9.0M | 10.7M | 13.5M | 22.9M | $2.2B |
| AMERIPRISE FINANCIAL INC | 11.6M | 11.2M | 11.7M | 15.0M | 15.1M | 18.5M | $1.8B |
| ENVESTNET ASSET MANAGEMENT INC | 12.2M | 12.4M | 12.4M | 12.8M | 12.7M | 14.8M | $1.4B |
| MORGAN STANLEY | 7.8M | 11.1M | 12.5M | 14.3M | 17.0M | 12.8M | $1.2B |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.6M | 9.3M | 8.6M | 8.4M | 8.5M | 8.4M | $804M |
| RAYMOND JAMES FINANCIAL INC | 7.8M | 8.1M | 5.9M | 6.2M | 6.2M | 6.8M | $649M |
| Blue Trust, Inc. | 5.5M | 5.3M | 5.6M | 6.0M | 6.1M | 6.5M | $618M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
