Question 1

Which hedge funds and institutional investors hold IWO?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IWO?

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 IWO?

Accepted Answer

QoQ changes for IWO 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)	279.2K	$87.6M	0.0%	$1898.4B
DE Shaw	57.5K	$18.0M	0.0%	$166.3B
William Blair	38.2K	$12.0M	0.0%	$30.3B
Northern Trust	36.2K	$11.4M	0.0%	$756.6B
Kayne Anderson	18.7K	$5.9M	0.0%	$34.0B
ClearBridge	17.0K	$5.3M	0.0%	$114.9B
Citadel	14.5K	$4.6M	0.0%	$618.5B
Citadel	9.7K	$3.0M	0.0%	$618.5B
Corsair Capital	8.5K	$2.7M	0.4%	$673.0M
Gotham Asset	7.1K	$2.2M	0.0%	$32.7B
Franklin Templeton	5.3K	$1.7M	0.0%	$408.3B
Citadel	4.7K	$1.5M	0.0%	$618.5B
Neuberger Berman (Eisman)	3.7K	$1.2M	0.0%	$131.4B
Millennium	2.5K	$772K	0.0%	$240.3B
BlackRock	1.2K	$366K	—	$5723.5B
Wellington	277	$87K	—	$535.5B
AQR Capital	9	$3K	—	$218.4B

IWO

Who Holds IWO

Changes This Quarter