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iShares Russell 1000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
251
HB Wealth Management
Georgia
$6.04M -$2.11K -9 -0%
ITIM
252
Indiana Trust & Investment Management
Indiana
$6.01M +$19.7K +84 +0.3%
SWM
253
Shelton Wealth Management
Texas
$5.99M -$206K -877 -3%
AIA
254
Arcadia Investment Advisors
Idaho
$5.97M -$9.4K -40 -0.2%
SIA
255
Stegner Investment Associates
Kentucky
$5.94M -$220K -938 -4%
MCM
256
MV Capital Management
Maryland
$5.93M -$2.58K -11 -0%
TPCW
257
TD Private Client Wealth
New York
$5.89M -$361K -1,536 -6%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$5.73M +$2.62M +11,148 +84%
Legal & General Group
259
Legal & General Group
United Kingdom
$5.73M +$4.55M +19,300 +386%
IAN
260
Integrated Advisors Network
Texas
$5.5M -$568K -2,417 -9%
AWE
261
Avidian Wealth Enterprises
Texas
$5.46M +$422K +1,798 +8%
SPA
262
Sentinel Pension Advisors
Massachusetts
$5.43M +$3.29K +14 +0.1%
SWM
263
SigFig Wealth Management
California
$5.41M -$366K -1,516 -6%
LNWWM
264
Laird Norton Wetherby Wealth Management
California
$5.41M +$3.14M +13,367 +138%
GC
265
Garde Capital
Washington
$5.26M -$16.7K -71 -0.3%
KA
266
Klingman & Associates
New York
$5.2M
RIS
267
Retirement Income Solutions
Michigan
$5.18M
WP
268
WealthSource Partners
California
$5.12M +$479K +2,039 +10%
CIC
269
Chilton Investment Company
Connecticut
$4.99M
AAS
270
Avantax Advisory Services
Texas
$4.95M +$360K +1,534 +8%
IF
271
Intrua Financial
Texas
$4.91M -$203K -865 -4%
TCB
272
Texas Capital Bancshares
Texas
$4.87M -$86.2K -367 -2%
FCA
273
FinTrust Capital Advisors
South Carolina
$4.83M +$3.82M +16,250 +376%
VFA
274
Valeo Financial Advisors
Indiana
$4.79M -$59K -251 -1%
EAM
275
Evanson Asset Management
California
$4.59M