Question 1

Which hedge funds and institutional investors hold IVW?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IVW?

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 IVW?

Accepted Answer

QoQ changes for IVW 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
Fidelity (FMR)	2.0M	$231.5M	0.0%	$1898.4B
Two Sigma	2.0M	$222.9M	0.2%	$123.9B
AQR Capital	334.3K	$36.3M	0.0%	$218.4B
Gotham Asset	56.4K	$6.4M	0.0%	$32.7B
Tudor	28.9K	$3.3M	0.0%	$53.9B
Citadel	28.4K	$3.2M	0.0%	$618.5B
Fisher Investments	25.7K	$2.9M	0.0%	$294.9B
Northern Trust	23.5K	$2.7M	0.0%	$756.6B
BlackRock	22.0K	$2.5M	—	$5723.5B
Neuberger Berman (Eisman)	14.5K	$1.6M	0.0%	$131.4B
Kayne Anderson	4.4K	$502K	0.0%	$34.0B
Citadel	3.8K	$430K	0.0%	$618.5B
Winslow Capital	3.3K	$376K	0.0%	$25.6B
Jennison	2.3K	$265K	0.0%	$145.4B
Franklin Templeton	830	$94K	—	$408.3B

IVW

Who Holds IVW

Changes This Quarter