Question 1

Which hedge funds and institutional investors hold IYR?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IYR?

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 IYR?

Accepted Answer

QoQ changes for IYR 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
Two Sigma	984.2K	$93.1M	0.1%	$123.9B
Citadel	300.8K	$28.4M	0.0%	$618.5B
Citadel	271.5K	$25.7M	0.0%	$618.5B
Tudor	256.9K	$24.3M	0.0%	$53.9B
Millennium	206.4K	$19.5M	0.0%	$240.3B
Millennium	192.2K	$18.2M	0.0%	$240.3B
Balyasny	137.1K	$13.0M	0.0%	$77.1B
Millennium	117.2K	$11.1M	0.0%	$240.3B
Citadel	103.5K	$9.8M	0.0%	$618.5B
Balyasny	70.4K	$6.7M	0.0%	$77.1B
Marshall Wace	51.9K	$4.9M	0.0%	$100.4B
Fidelity (FMR)	22.0K	$2.1M	0.0%	$1898.4B
Balyasny	11.3K	$1.1M	0.0%	$77.1B
Discovery Capital	10.1K	$951K	0.0%	$1.9B
AQR Capital	3.8K	$362K	0.0%	$218.4B
Franklin Templeton	2.1K	$197K	—	$408.3B
Northern Trust	1.4K	$129K	—	$756.6B
Kayne Anderson	749	$71K	0.0%	$34.0B
BlackRock	26	$2K	—	$5723.5B

IYR

Who Holds IYR

Changes This Quarter