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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,058 hedge funds and large institutions have $22.5B invested in iShares Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 289 increasing their positions, 413 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
-14
Holders Change %
-1.31%
% of All Funds
16.93%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
1.47%
New
82
Increased
289
Reduced
413
Closed
72
Calls
$9.22M
Puts
$1.64M
Net Calls
+$7.58M
Net Calls Change
+$1.68M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$912M
2
Goldman Sachs
2
Goldman Sachs
New York
$567M
3
Cerity Partners
3
Cerity Partners
New York
$164M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$241M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$108M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$785M
2
BlackRock
2
BlackRock
New York
$1.08B
3
CCA
3
Column Capital Advisors
Indiana
$45.5M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$97.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
226
Financial Engines Advisors
California
$6.48M -$9.03M -40,092 -58%
CS
227
Cannell & Spears
New York
$6.3M -$10.1K -45 -0.2%
FHB
228
First Hawaiian Bank
Hawaii
$6.25M +$22.5K +100 +0.4%
NSIM
229
North Star Investment Management
Illinois
$6.22M +$180K +800 +3%
CMBA
230
C.M. Bidwell & Associates
Hawaii
$6.18M +$22.5K +100 +0.4%
CWM
231
Circle Wealth Management
New Jersey
$6.1M +$21.6K +96 +0.4%
SWM
232
Shelton Wealth Management
Texas
$6.04M -$1.11M -4,924 -16%
SC
233
Sepio Capital
Utah
$6.03M – – –
SIA
234
Stegner Investment Associates
Kentucky
$6M -$43.6K -193 -0.7%
IAN
235
Integrated Advisors Network
Texas
$5.91M +$289K +1,285 +5%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$5.9M +$1.72M +7,649 +41%
PWM
237
Perigon Wealth Management
California
$5.86M +$96.8K +430 +2%
AWS
238
Atria Wealth Solutions
New York
$5.79M -$1.25M -5,555 -18%
HWM
239
HB Wealth Management
Georgia
$5.79M -$80.4K -357 -1%
SWPG
240
Strategic Wealth Partners Group
Illinois
$5.79M +$619K +2,769 +12%
ITIM
241
Indiana Trust & Investment Management
Indiana
$5.75M – – –
AIA
242
Arcadia Investment Advisors
Idaho
$5.75M -$381K -1,692 -6%
MCM
243
MV Capital Management
Maryland
$5.66M +$158K +700 +3%
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$5.62M -$3.12M -13,841 -36%
CA
245
Cetera Advisors
Colorado
$5.61M +$178K +790 +3%
FTUS
246
Flow Traders U.S.
New York
$5.55M +$5.55M +24,640 New
RSWM
247
Robertson Stephens Wealth Management
California
$5.48M +$225K +997 +4%
LCOV
248
London Company of Virginia
Virginia
$5.46M -$7.69M -34,156 -59%
SW
249
SVB Wealth
Massachusetts
$5.26M -$332K -1,476 -6%
SWM
250
SigFig Wealth Management
California
$5.24M +$1.08M +5,012 +26%
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