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iShares Russell 1000 ETF
IWB

Overview Fund Activity

998 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 321 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-19
Holders Change %
-1.87%
% of All Funds
17.26%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.78%
New
54
Increased
313
Reduced
321
Closed
62
Calls
$7.05M
Puts
$10.5M
Net Calls
-$3.48M
Net Calls Change
-$15.7M

Top Buyers

1
CWA
1
CM Wealth Advisors
Ohio
$3.22B
2
JHU
2
Johns Hopkins University
Maryland
$211M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.41B
4
WA
4
Waverly Advisors
Alabama
$73.7M
5
NMIFOAC
5
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$294M

Top Sellers

1
BlackRock
1
BlackRock
New York
$928M
2
EFSCE
2
Enterprise Financial Services Corp (EFSC)
Missouri
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$79.4M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$11M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
351
CFM Wealth Partners
Texas
$2.13M +$20.9K +106 +1%
WFA
352
Wipfli Financial Advisors
Wisconsin
$2.12M +$1.06M +5,361 +99%
JIR
353
James Investment Research
Ohio
$2.1M +$125K +631 +6%
FWTB
354
First Western Trust Bank
Colorado
$2.1M – – –
LNWWM
355
Laird Norton Wetherby Wealth Management
California
$2.09M +$20.7K +105 +1%
LSA
356
Lansing Street Advisors
Pennsylvania
$2.08M – – –
HIS
357
Horizon Investment Services
Indiana
$2.07M -$7.3K -37 -0.4%
RWG
358
Regal Wealth Group
California
$2.07M +$813 +4 +0%
GIA
359
GHP Investment Advisors
Colorado
$2.04M -$172K -869 -8%
PL
360
Plancorp LLC
Missouri
$2.02M -$135K -686 -6%
AWM
361
Avior Wealth Management
Nebraska
$2.01M +$1.95M +9,978 +3,315%
TDWM
362
Topel & Distasi Wealth Management
California
$2.01M -$116K -532 -5%
CAG
363
Csenge Advisory Group
Florida
$2M +$33K +167 +2%
CPIG
364
Chicago Partners Investment Group
Illinois
$1.99M +$13.2K +63 +0.7%
WCF
365
West Coast Financial
California
$1.99M +$25.5K +129 +1%
CW
366
Connectus Wealth
Ohio
$1.95M +$1.43M +7,258 +279%
Lazard Asset Management
367
Lazard Asset Management
New York
$1.93M +$244K +1,239 +14%
MA
368
Mutual Advisors
Nebraska
$1.91M +$143K +725 +8%
RCAG
369
Rehmann Capital Advisory Group
Michigan
$1.88M -$33.9K -172 -2%
SB
370
Simmons Bank
Arkansas
$1.86M -$41.8K -212 -2%
HWA
371
Hillcrest Wealth Advisors
New Jersey
$1.84M – – –
Two Sigma Investments
372
Two Sigma Investments
New York
$1.82M +$493K +2,500 +37%
SMC
373
Smith, Moore & Co
Missouri
$1.79M -$559K -2,835 -24%
DT
374
Diversified Trust
Tennessee
$1.78M – – –
Fiera Capital (Canada)
375
Fiera Capital (Canada)
Quebec, Canada
$1.76M -$15K -76 -0.8%
13 14
15
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