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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,088 hedge funds and large institutions have $23.2B invested in iShares Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 259 increasing their positions, 407 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
-11
Holders Change %
-1%
% of All Funds
17.35%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
1.45%
New
58
Increased
259
Reduced
407
Closed
59
Calls
$15.3M
Puts
$1.65M
Net Calls
+$13.6M
Net Calls Change
+$140M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
$275M
2
Comerica Bank
Comerica Bank
Texas
$168M
3
US Bancorp
US Bancorp
Minnesota
$143M
4
BlackRock
BlackRock
New York
$1.09B
5
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$79.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.45B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$124M
3
Millennium Management
Millennium Management
New York
$10.7M
4
Goldman Sachs
Goldman Sachs
New York
$483M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
226
Sutton Wealth Advisors
Florida
$7.21M -$66.5K -283 -0.9%
YIA
227
YHB Investment Advisors
Connecticut
$7.21M +$925K +3,936 +15%
Two Sigma Investments
228
Two Sigma Investments
New York
$7.19M +$775K +3,300 +12%
ANBT
229
American National Bank & Trust
Texas
$6.99M +$6.36M +27,088 +1,014%
FCM
230
Firestone Capital Management
Florida
$6.98M +$9.4K +40 +0.1%
CG
231
Caprock Group
Idaho
$6.95M – – –
SWM
232
Spire Wealth Management
Virginia
$6.94M -$22.8K -97 -0.3%
CWA
233
CM Wealth Advisors
Ohio
$6.89M -$10.1M -40,897 -59%
FC
234
Fiduciary Counselling
Minnesota
$6.87M – – –
CA
235
Cetera Advisors
Colorado
$6.85M +$349K +1,487 +5%
IC
236
Iconiq Capital
California
$6.74M – – –
FPCP
237
Fort Point Capital Partners
California
$6.71M -$70.7K -301 -1%
AWS
238
Atria Wealth Solutions
New York
$6.56M +$650K +2,757 +11%
NSIM
239
North Star Investment Management
Illinois
$6.54M – – –
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$6.38M +$250K +1,066 +4%
CWM
241
Circle Wealth Management
New Jersey
$6.37M – – –
CMBA
242
C.M. Bidwell & Associates
Hawaii
$6.29M +$142K +605 +2%
SC
243
Sepio Capital
Utah
$6.29M – – –
Financial Engines Advisors
244
Financial Engines Advisors
California
$6.29M -$304K -1,288 -5%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$6.24M +$1.1M +4,671 +21%
FHB
246
First Hawaiian Bank
Hawaii
$6.23M – – –
SWPG
247
Strategic Wealth Partners Group
Illinois
$6.22M +$2.83K +12 +0%
Lido Advisors
248
Lido Advisors
California
$6.17M +$22.8K +97 +0.4%
LGWM
249
Litman Gregory Wealth Management
California
$6.12M -$155K -660 -2%
CS
250
Cannell & Spears
New York
$6.11M – – –
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