Question 1

Which hedge funds and institutional investors hold IWV?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IWV?

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 IWV?

Accepted Answer

QoQ changes for IWV 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)	325.0K	$120.5M	0.0%	$1898.4B
Gotham Asset	288.6K	$107.0M	0.3%	$32.7B
Franklin Templeton	130.5K	$48.4M	0.0%	$408.3B
AQR Capital	119.8K	$44.4M	0.0%	$218.4B
Northern Trust	79.6K	$29.5M	0.0%	$756.6B
Citadel	20.5K	$7.6M	0.0%	$618.5B
Kayne Anderson	7.5K	$2.8M	0.0%	$34.0B
Citadel	7.1K	$2.6M	0.0%	$618.5B
Neuberger Berman (Eisman)	2.8K	$1.0M	0.0%	$131.4B
BlackRock	2.5K	$933K	—	$5723.5B
Tudor	1.4K	$513K	0.0%	$53.9B

IWV

Who Holds IWV

Changes This Quarter