Question 1

Which hedge funds and institutional investors hold IWB?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IWB?

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 IWB?

Accepted Answer

QoQ changes for IWB 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)	10.1M	$3.6B	0.2%	$1898.4B
Millennium	521.9K	$186.1M	0.1%	$240.3B
Northern Trust	141.5K	$50.4M	0.0%	$756.6B
Gotham Asset	127.8K	$45.6M	0.1%	$32.7B
Two Sigma	122.1K	$43.5M	0.0%	$123.9B
Franklin Templeton	80.3K	$28.6M	0.0%	$408.3B
Kayne Anderson	39.1K	$14.0M	0.0%	$34.0B
AQR Capital	13.2K	$4.7M	0.0%	$218.4B
BlackRock	12.9K	$4.6M	0.0%	$5723.5B
Citadel	11.2K	$4.0M	0.0%	$618.5B
Citadel	9.9K	$3.5M	0.0%	$618.5B
Tudor	7.7K	$2.8M	0.0%	$53.9B
Neuberger Berman (Eisman)	5.3K	$1.9M	0.0%	$131.4B
Fisher Investments	5.1K	$1.8M	0.0%	$294.9B
DE Shaw	2.0K	$723K	0.0%	$166.3B
GMO	1.8K	$648K	0.0%	$39.1B
Capital Research	1.3K	$462K	0.0%	$644.6B
State Street	700	$250K	—	$2896.4B
Acadian	2.6K	$942	0.0%	$70.5M
ARK Invest	0	$125	—	$12.9B

IWB

Who Holds IWB

Changes This Quarter