Question 1

Which hedge funds and institutional investors hold IUSG?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IUSG?

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 IUSG?

Accepted Answer

QoQ changes for IUSG 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)	695.5K	$107.9M	0.0%	$1898.4B
Two Sigma	239.0K	$37.1M	0.0%	$123.9B
Gotham Asset	135.7K	$21.0M	0.1%	$32.7B
Kayne Anderson	98.4K	$15.3M	0.0%	$34.0B
Tudor	44.6K	$6.9M	0.0%	$53.9B
Northern Trust	18.8K	$2.9M	0.0%	$756.6B
ClearBridge	14.0K	$2.2M	0.0%	$114.9B
Citadel	3.4K	$527K	0.0%	$618.5B
Neuberger Berman (Eisman)	3.0K	$470K	0.0%	$131.4B
Fisher Investments	2.4K	$370K	0.0%	$294.9B
BlackRock	634	$98K	—	$5723.5B
AQR Capital	188	$29K	—	$218.4B
Franklin Templeton	88	$14K	—	$408.3B

IUSG

Who Holds IUSG

Changes This Quarter