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iShares Russell 1000 ETF

1,099 hedge funds and large institutions have $24.4B invested in iShares Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 399 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+41
Holders Change %
+3.88%
% of All Funds
17.33%
Holding in Top 10
94
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.17%
% of All Funds
1.48%
New
91
Increased
294
Reduced
399
Closed
35
Calls
$13M
Puts
$140M
Net Calls
-$127M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
301
D.A. Davidson & Co
Montana
$3.9M +$20.5K +84 +0.5%
PAWA
302
Palo Alto Wealth Advisors
California
$3.9M -$113K -463 -3%
LTL
303
Lowery Thomas LLC
California
$3.89M +$9.51K +39 +0.2%
SFS
304
Security Financial Services
Indiana
$3.88M -$262K -1,073 -6%
ST
305
Sageworth Trust
Pennsylvania
$3.86M
GCM
306
G2 Capital Management
Ohio
$3.85M -$632K -2,594 -14%
EWA
307
EP Wealth Advisors
California
$3.84M -$43.8M -110,393 -92%
Kayne Anderson Rudnick Investment Management
308
Kayne Anderson Rudnick Investment Management
California
$3.83M +$537K +2,203 +16%
Citadel Advisors
309
Citadel Advisors
Florida
$3.81M +$3.19M +13,084 +512%
VWA
310
Visionary Wealth Advisors
Illinois
$3.8M -$35.1K -144 -0.9%
BFG
311
Beacon Financial Group
Texas
$3.77M -$176K -729 -4%
CWA
312
Consilio Wealth Advisors
Washington
$3.73M -$18.3K -75 -0.5%
T. Rowe Price Associates
313
T. Rowe Price Associates
Maryland
$3.7M +$68.5K +281 +2%
HIA
314
Harbor Investment Advisory
Maryland
$3.68M +$3.39M +13,895 +1,155%
RVPG
315
Relative Value Partners Group
$3.67M +$6.34K +26 +0.2%
BRWA
316
B. Riley Wealth Advisors
Florida
$3.67M +$175K +719 +5%
HCA
317
Harbour Capital Advisors
Virginia
$3.62M -$305K -1,250 -8%
WP
318
WMS Partners
Maryland
$3.57M
FHA
319
First Horizon Advisors
Tennessee
$3.54M -$43.6K -179 -1%
FMWA
320
Forvis Mazars Wealth Advisors
Missouri
$3.5M -$1.71K -7 -0%
PBO
321
Peoples Bank (Ohio)
Ohio
$3.48M
PGWM
322
Parisi Gray Wealth Management
New Jersey
$3.36M
JF
323
Jump Financial
Illinois
$3.33M -$5.33M -21,882 -62%
KeyBank National Association
324
KeyBank National Association
Ohio
$3.33M +$104K +428 +3%
SFS
325
Summit Financial Strategies
Ohio
$3.29M -$811K -3,329 -20%