Question 1

Which hedge funds and institutional investors hold IVT?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IVT?

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 IVT?

Accepted Answer

QoQ changes for IVT 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
State Street	2.7M	$82.2M	0.0%	$2896.4B
Millennium	1.3M	$39.0M	0.0%	$240.3B
Fidelity (FMR)	957.9K	$29.2M	0.0%	$1898.4B
Two Sigma	733.2K	$22.3M	0.0%	$123.9B
Geode Capital	279.6K	$8.5M	0.0%	$1607.5B
Renaissance Tech	122.0K	$3.7M	0.0%	$63.9B
Franklin Templeton	101.9K	$3.1M	0.0%	$408.3B
BlackRock	71.5K	$2.2M	—	$5723.5B
Marshall Wace	70.8K	$2.2M	0.0%	$100.4B
Citadel	44.8K	$1.4M	0.0%	$618.5B
American Century	34.8K	$1.1M	0.0%	$194.3B
ExodusPoint	33.6K	$1.0M	0.0%	$12.4B
DFA	20.1K	$611K	0.0%	$481.4B
Northern Trust	8.2K	$251K	—	$756.6B
DE Shaw	7.2K	$219K	0.0%	$166.3B
Neuberger Berman (Eisman)	3.9K	$119K	0.0%	$131.4B
Invesco	3.0K	$93K	—	$653.3B
Wellington	877	$27K	—	$535.5B
AQR Capital	259	$8K	—	$218.4B

IVT

Who Holds IVT

Changes This Quarter