Institutional shares held 281 Million
14.3M calls
8.91M puts
Total value of holdings $26.5B
$1.35B calls
$841M puts
# of Institutions 1,111


Latest Institutional Activity in IEF

Top Purchases

Q1 2025
Mc Elhenny Sheffield Capital Management, LLC Shares Held: 580K ($54.7M)
Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 559K ($52.7M)
Q1 2025
Gen Trust, LLC Shares Held: 676K ($63.7M)
Q1 2025
Garde Capital, Inc. Shares Held: 525K ($49.5M)
Q1 2025
Form Wealth Advisors, LLC Shares Held: 210K ($19.8M)

Top Sells

Q1 2025
Nationwide Fund Advisors Shares Held: 1.28M ($121M)
Q1 2025
Ronald Blue Trust, Inc. Shares Held: 5.27M ($497M)
Q1 2025
Atlas Private Wealth Advisors Shares Held: 175K ($16.5M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 206K ($19.4M)
Q1 2025
Buck Wealth Strategies, LLC Shares Held: 13.6K ($1.28M)

About IEF

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