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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 %
SPA
251
Sentinel Pension Advisors
Massachusetts
$5.23M -$25.5K -114 -0.5%
Lido Advisors
252
Lido Advisors
California
$5.19M +$61.3K +272 +1%
VFA
253
Valeo Financial Advisors
Indiana
$5.19M +$242K +1,073 +5%
GVAG
254
Great Valley Advisor Group
Delaware
$5.17M +$16K +71 +0.3%
RIS
255
Retirement Income Solutions
Michigan
$5.09M -$246K -1,092 -5%
IF
256
Intrua Financial
Texas
$5.03M -$1.17M -5,190 -19%
AAS
257
Avantax Advisory Services
Texas
$5M -$7.49M -33,243 -60%
KA
258
Klingman & Associates
New York
$4.98M – – –
PCWA
259
Pacific Capital Wealth Advisors
California
$4.83M – – –
CIC
260
Chilton Investment Company
Connecticut
$4.79M – – –
TCB
261
Texas Capital Bancshares
Texas
$4.75M -$981K -4,355 -17%
DWM
262
Destination Wealth Management
California
$4.61M +$75.7K +336 +2%
Citigroup
263
Citigroup
New York
$4.56M +$463K +2,055 +11%
WP
264
WealthSource Partners
California
$4.49M +$310K +1,376 +7%
PCMC
265
Private Capital Management (Colorado)
Colorado
$4.48M -$134K -596 -3%
LW
266
Linscomb Wealth
Texas
$4.46M -$300K -1,332 -6%
ONB
267
Old National Bancorp
Indiana
$4.46M -$11.5K -51 -0.3%
Barclays
268
Barclays
United Kingdom
$4.45M +$4.45M +19,759 New
BAAM
269
Baker Avenue Asset Management
California
$4.4M -$857K -3,804 -16%
TDWM
270
Topel & Distasi Wealth Management
California
$4.4M +$30.6K +136 +0.7%
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$4.38M +$73.7K +327 +2%
B
272
Bensler
Washington
$4.37M -$6.08K -27 -0.1%
AWE
273
Avidian Wealth Enterprises
Texas
$4.34M +$389K +1,729 +10%
WPW
274
Waldron Private Wealth
Pennsylvania
$4.31M -$88.5K -393 -2%
PFA
275
Pure Financial Advisors
California
$4.31M +$204K +904 +5%
9 10
11
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