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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
Envestnet Asset Management
Illinois
$912M
2
Goldman Sachs
Goldman Sachs
New York
$567M
3
Cerity Partners
Cerity Partners
New York
$164M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$241M
5
HHGA
Halbert Hargrove Global Advisors
California
$108M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$785M
2
BlackRock
BlackRock
New York
$1.08B
3
CCA
Column Capital Advisors
Indiana
$45.5M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$97.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
376
AE Wealth Management
Kansas
$2.11M +$3.83K +17 +0.2%
HWA
377
Hillcrest Wealth Advisors
New Jersey
$2.1M – – –
TFM
378
TFC Financial Management
Massachusetts
$2.1M -$3.25M -14,451 -61%
SMC
379
Smith, Moore & Co
Missouri
$2.09M -$22.5K -100 -1%
MCM
380
Manchester Capital Management
Vermont
$2.07M – – –
BCG
381
Breakwater Capital Group
New Jersey
$2.07M +$395K +1,753 +24%
HCMT
382
Highland Capital Management (Tennessee)
Tennessee
$2.06M +$137K +608 +7%
KFP
383
KMG Fiduciary Partners
Ohio
$2.05M +$1.48M +6,568 +260%
WW
384
Westshore Wealth
California
$2.04M -$186K -827 -8%
DT
385
Diversified Trust
Tennessee
$2.03M – – –
Vanguard Group
386
Vanguard Group
Pennsylvania
$2.03M +$2.03M +9,002 New
BMCM
387
Bryn Mawr Capital Management
Pennsylvania
$2.03M +$2.03K +9 +0.1%
AWM
388
Angeles Wealth Management
California
$2.01M – – –
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$1.99M +$26.4K +117 +1%
MFG
390
Merit Financial Group
Georgia
$1.98M +$22.5K +100 +1%
LWA
391
LWS Wealth Advisors
New Jersey
$1.96M +$133K +591 +7%
MWM
392
Mission Wealth Management
California
$1.96M +$264K +1,171 +16%
CW
393
Connectus Wealth
Ohio
$1.95M -$1.22M -5,432 -39%
GC
394
Garde Capital
Washington
$1.93M -$28.8K -128 -1%
TFGT
395
TS Financial Group (TSFG)
Illinois
$1.93M +$225 +1 +0%
LNC
396
Lincoln National Corp
Pennsylvania
$1.93M -$362K -1,609 -16%
FT
397
Fiduciary Trust
Massachusetts
$1.91M – – –
RTL
398
Red Tortoise LLC
Georgia
$1.91M +$4.28K +19 +0.2%
SWM
399
Southern Wealth Management
Texas
$1.91M -$6.76K -30 -0.4%
JWBC
400
John W. Brooker & Co
California
$1.9M – – –
14 15
16
17 18