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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 %
LTL
301
Lowery Thomas LLC
California
$3.59M -$92.8K -412 -3%
ERWM
302
Elk River Wealth Management
Colorado
$3.59M -$1.02M -4,531 -22%
NFG
303
Nadler Financial Group
Illinois
$3.59M +$315K +1,400 +10%
DADC
304
D.A. Davidson & Co
Montana
$3.58M -$51.8K -230 -1%
ST
305
Sageworth Trust
Pennsylvania
$3.57M – – –
VWA
306
Visionary Wealth Advisors
Illinois
$3.54M -$186K -824 -5%
EAM
307
Evanson Asset Management
California
$3.53M +$3.38K +15 +0.1%
CAM
308
Cresset Asset Management
Illinois
$3.52M +$485K +2,154 +16%
RFC
309
Regions Financial Corp
Alabama
$3.52M +$181K +802 +5%
CWA
310
Consilio Wealth Advisors
Washington
$3.46M -$762K -3,382 -18%
RVPG
311
Relative Value Partners Group
$3.39M -$18.9K -84 -0.6%
PGWM
312
Parisi Gray Wealth Management
New Jersey
$3.36M -$3.42M -15,202 -50%
T. Rowe Price Associates
313
T. Rowe Price Associates
Maryland
$3.35M -$18.2K -81 -0.5%
FHA
314
First Horizon Advisors
Tennessee
$3.31M -$2.01M -8,907 -38%
WP
315
WMS Partners
Maryland
$3.3M -$9.01K -40 -0.3%
AllianceBernstein
316
AllianceBernstein
Tennessee
$3.28M +$61K +271 +2%
GWP
317
Gateway Wealth Partners
Wisconsin
$3.25M -$2.7K -12 -0.1%
FMWA
318
Forvis Mazars Wealth Advisors
Missouri
$3.24M -$52.3K -232 -2%
BRWA
319
B. Riley Wealth Advisors
Florida
$3.23M -$60.1K -267 -2%
PBO
320
Peoples Bank (Ohio)
Ohio
$3.22M – – –
Kayne Anderson Rudnick Investment Management
321
Kayne Anderson Rudnick Investment Management
California
$3.04M +$179K +796 +6%
CPFP
322
Clear Perspectives Financial Planning
Ohio
$3.01M -$64.2K -285 -2%
KeyBank National Association
323
KeyBank National Association
Ohio
$2.98M -$524K -2,328 -15%
CF
324
Corrigan Financial
Rhode Island
$2.98M -$210K -932 -7%
X
325
Xponance
Pennsylvania
$2.96M +$167K +742 +6%
11 12
13
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