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View all 18 holding institutions

Across its top 18 institutional holders, IEDI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 26/100).

Notable Holders

IEDI ranks #8651 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

IEDI is a disclosed holding of Ken Griffin (Citadel Advisors LLC), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

18 institutions disclose a position in IEDI, but none treat it as a major bet — even Unique Wealth Strategies, LLC, its most concentrated holder, allocates just 0.4% of its own portfolio to it.

Ken Griffin has added to its IEDI position for two straight quarters, increasing it by $961.4K to reach $1.2M today.

Commonwealth Retirement Investments LLC has trimmed its IEDI position for two straight quarters, cutting it by $187.0K while still holding $207.3K.

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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.

Price Chart

IEDI Quarterly 13F Institutional Trade Shifts

Recent Activity

+$1.8M

Total Buy Value

$966.5K

Total Sell Value

New buy3

Trim7

Add5

Sold out2

Net Buyers

Net Sellers

Top Movers

IEDI

Q2 2026

Top 5 Institutional Movers

Citadel Advisors

+$854.5K

Add

Unique Wealth Strategies

-$460.0K

Trim

Tower Research Capital

-$331.7K

Trim

Susquehanna International Group, LLP

-$82.2K

Trim

Bank Of Montreal /can/

+$24.7K

New buy

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

IEDI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent IEDI Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

46431W663

FAQ

Who are the top institutional investors holding ISHARES U.S. CONSUMER FOCUSE (IEDI)?

Major stakeholders currently include Citadel Advisors LLC ($1.2M), Unique Wealth Strategies, LLC ($1.1M), Susquehanna International Group, LLP ($923.3K). Based on the latest 13F filings, there are a total of 18 tracked investment funds and institutions maintaining positions in IEDI.

What is the overall institutional sentiment toward IEDI recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $33.5K, driven by 8 managers accumulating shares while 9 reduced their exposure.

Which institutions have been selling or reducing their IEDI positions?

In the latest period, 7 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $966.5K.

Are there any notable investors adding IEDI to their portfolios?

Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.8M.

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Developer Access

Access IEDI's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/IEDI

CLI

npx alphasmo stocks get IEDI

Full API & MCP documentation →