SWStonkWhisper

IVEInstitutional Flow

Period: 2026-03-31 · 12 managers with reported activity

FundFlow Score
-0.33
New Positions
0
Increased
4
Decreased / Exited
8

IVE institutional flow for the 2026-03-31 13F reporting period: 12 institutional managers filed activity, with 0 opening new positions and 4 increasing existing holdings (33% bullish). 5 reduced positions and 3 fully exited (67% bearish). FundFlow score: -0.33 — signaling institutional distribution with 80% confidence.

FundFlow is StonkWhisper's institutional sentiment index derived from SEC 13F filings. Institutional investment managers with at least $100 million in qualifying assets under management are required to file 13F reports within 45 days of each quarter end, disclosing their long positions in U.S. equities. FundFlow aggregates these disclosures across 170+ tracked managers and produces a net conviction score for each ticker. A rising FundFlow score — especially when driven by new position opens from concentrated funds — is a leading indicator of institutional thesis formation. The interactive charts below show the full manager-level breakdown and historical flow trend for IVE.

Quarterly Flow History

2024-09
+0.33
12m
2024-12
+0.23
13m
2025-03
-0.29
14m
2025-06
-0.09
11m
2025-09
+0.11
9m
2025-12
0.00
12m
2026-03
-0.33
12m
2026-06
+1.00
1m

Accumulating (4)

ManagerActionSharesValue
Franklin TempletonINCREASED11K+47104%$2.3B
CitadelINCREASED8K+54%$1.8B
Gotham AssetINCREASED9K+35%$1.9B
Kayne AndersonINCREASED869+129%$183.6M

Distributing (8)

ManagerActionSharesPrev Value
Two SigmaEXITED0-100%
Renaissance TechEXITED0-100%
TudorEXITED0-100%
Davis AdvisorsDECREASED12K-91%$2.5B
Northern TrustDECREASED10K-40%$2.2B
Point72DECREASED2K-51%$359.0M
Fisher InvestmentsDECREASED10K-4%$2.2B
Neuberger Berman (Eisman)DECREASED5K-5%$955.9M
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →