Question 1

Which hedge funds and institutional investors hold IEF?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for IEF shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for IEF whale holdings?

Accepted Answer

Conviction level reflects how significant IEF is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to IEF, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for IEF?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about IEF?

Accepted Answer

QoQ changes for IEF show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Fisher Investments	147.0M	$14.0B	4.8%	$294.9B
Fidelity (FMR)	35.0M	$3.3B	0.2%	$1898.4B
Citadel	3.4M	$327.5M	0.1%	$618.5B
Citadel	737.4K	$70.4M	0.0%	$618.5B
Citadel	674.8K	$64.4M	0.0%	$618.5B
Schonfeld	300.0K	$28.6M	0.2%	$14.2B
Point72	289.8K	$27.7M	0.0%	$78.1B
Point72	247.8K	$23.7M	0.0%	$78.1B
Tudor	244.7K	$23.4M	0.0%	$53.9B
Millennium	92.2K	$8.8M	0.0%	$240.3B
Point72	63.5K	$6.1M	0.0%	$78.1B
Schonfeld	31.6K	$3.0M	0.0%	$14.2B
Wellington	150.5K	$2.0M	0.0%	$535.5B
AQR Capital	6.6K	$633K	0.0%	$218.4B
Gotham Asset	5.2K	$492K	0.0%	$32.7B
Neuberger Berman (Eisman)	4.2K	$404K	0.0%	$131.4B
Franklin Templeton	2.8K	$263K	0.0%	$408.3B
Northern Trust	453	$43K	—	$756.6B
BlackRock	400	$38K	—	$5723.5B

IEF

Who Holds IEF