Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,176 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
467,790
shares
|
$45.4 Million
0.64% of portfolio
|
Q2 2025
Added 177.13%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
463,937
shares
|
$45 Million
2.37% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
454,348
shares
|
$44.1 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
443,636
shares
|
$43 Million
9.51% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
443,464
shares
|
$43 Million
0.58% of portfolio
|
Q2 2025
Added 42.35%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
436,409
shares
|
$42.3 Million
8.32% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
435,093
shares
|
$42.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
419,851
shares
|
$40.7 Million
2.56% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
416,353
shares
|
$40.4 Million
0.39% of portfolio
|
Q2 2025
Added 52.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
413,210
shares
|
$40.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 26.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
402,242
shares
|
$39 Million
0.07% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
401,998
shares
|
$39 Million
18.81% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
401,025
shares
|
$38.9 Million
0.05% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
400,165
shares
|
$38.8 Million
0.91% of portfolio
|
Q2 2025
Reduced 33.35%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
396,173
shares
|
$38.4 Million
1.57% of portfolio
|
Q2 2025
Reduced 58.22%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
393,200
shares
|
$38.1 Million
13.9% of portfolio
|
Q2 2025
Reduced 20.93%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
391,358
shares
|
$38 Million
6.61% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
388,469
shares
|
$37.7 Million
7.56% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
384,364
shares
|
$37.3 Million
13.88% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
377,239
shares
|
$36.6 Million
2.81% of portfolio
|
Q2 2025
Added 162.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
369,847
shares
|
$35.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
359,584
shares
|
$34.9 Million
0.57% of portfolio
|
Q2 2022
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
346,747
shares
|
$33.6 Million
6.61% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
344,461
shares
|
$33.4 Million
2.42% of portfolio
|
Q3 2023
Added 2.44%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
335,791
shares
|
$32.6 Million
1.27% of portfolio
|
Q2 2025
Added 6.73%
|