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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 %
NP
376
NorthRock Partners
Minnesota
$2.27M -$659K -2,702 -22%
JIR
377
James Investment Research
Ohio
$2.26M -$292K -1,200 -11%
MBT
378
Montecito Bank & Trust
California
$2.25M +$1.25M +5,111 +124%
AWM
379
Angeles Wealth Management
California
$2.25M +$70.7K +290 +3%
MWM
380
Mission Wealth Management
California
$2.25M +$133K +547 +6%
HWA
381
Hillcrest Wealth Advisors
New Jersey
$2.25M -$24.4K -100 -1%
MCM
382
Manchester Capital Management
Vermont
$2.24M
KFP
383
KMG Fiduciary Partners
Ohio
$2.22M
GWANC
384
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.22M +$421K +1,727 +23%
BCG
385
Breakwater Capital Group
New Jersey
$2.21M -$28.3K -116 -1%
LWA
386
LWS Wealth Advisors
New Jersey
$2.2M +$81.2K +333 +4%
DT
387
Diversified Trust
Tennessee
$2.18M -$15.6K -64 -0.7%
LNC
388
Lincoln National Corp
Pennsylvania
$2.15M +$68.7K +282 +3%
Two Sigma Advisers
389
Two Sigma Advisers
New York
$2.14M +$2.14M +8,800 New
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$2.14M -$10.7K -44 -0.5%
SMC
391
Smith, Moore & Co
Missouri
$2.12M -$120K -498 -5%
ST
392
Sabal Trust
Florida
$2.1M +$1.44M +5,910 +219%
CW
393
Connectus Wealth
Ohio
$2.09M -$15.6K -64 -0.7%
BMCM
394
Bryn Mawr Capital Management
Pennsylvania
$2.09M -$107K -437 -5%
TFGT
395
TS Financial Group (TSFG)
Illinois
$2.08M -$3.66K -15 -0.2%
RTL
396
Red Tortoise LLC
Georgia
$2.07M +$4.14K +17 +0.2%
BBHC
397
Brown Brothers Harriman & Co
New York
$2.06M +$1.98M +8,112 +2,338%
Belvedere Trading
398
Belvedere Trading
Illinois
$2.05M +$24.1K +99 +1%
AIM
399
Acropolis Investment Management
Missouri
$2.04M
FWCM
400
Ferguson Wellman Capital Management
Oregon
$2.04M