Question 1

Which hedge funds and institutional investors hold IJR?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for IJR 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 IJR whale holdings?

Accepted Answer

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

Question 3

How current is the whale data for IJR?

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 IJR?

Accepted Answer

QoQ changes for IJR 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
Northern Trust	874.2K	$108.7M	0.0%	$756.6B
State Street	795.4K	$98.9M	0.0%	$2896.4B
Citadel	182.5K	$22.7M	0.0%	$618.5B
Segall Bryant	151.0K	$18.8M	0.3%	$7.0B
Franklin Templeton	142.9K	$17.8M	0.0%	$408.3B
AQR Capital	143.4K	$17.3M	0.0%	$218.4B
Gotham Asset	116.4K	$14.5M	0.0%	$32.7B
Balyasny	102.8K	$12.8M	0.0%	$77.1B
Citadel	48.8K	$6.1M	0.0%	$618.5B
Fisher Investments	13.3K	$1.7M	0.0%	$294.9B
BlackRock	7.8K	$973K	—	$5723.5B
ClearBridge	6.3K	$784K	0.0%	$114.9B
Marshall Wace	4.4K	$552K	0.0%	$100.4B
Millennium	2.6K	$319K	0.0%	$240.3B
Kayne Anderson	1.6K	$197K	0.0%	$34.0B
Neuberger Berman (Eisman)	1.6K	$194K	0.0%	$131.4B
Fidelity (FMR)	523	$65K	—	$1898.4B
Acadian	2.2K	$273	0.0%	$70.5M

IJR

Who Holds IJR

Changes This Quarter