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iShares Russell 1000 ETF

1,088 hedge funds and large institutions have $23.2B invested in iShares Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 259 increasing their positions, 407 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
-11
Holders Change %
-1%
% of All Funds
17.35%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
1.45%
New
58
Increased
259
Reduced
407
Closed
59
Calls
$15.3M
Puts
$1.65M
Net Calls
+$13.6M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
376
GHP Investment Advisors
Colorado
$2.32M -$41.7K -176 -2%
AI
377
Atria Investments
North Carolina
$2.31M +$880K +3,745 +62%
CPIG
378
Chicago Partners Investment Group
Illinois
$2.3M +$692 +3 +0%
SVWAG
379
Sound View Wealth Advisors Group
Georgia
$2.29M +$474K +2,017 +26%
WSFS
380
Wilmington Savings Fund Society
Delaware
$2.29M -$5.17K -22 -0.2%
KFP
381
KMG Fiduciary Partners
Ohio
$2.25M +$117K +499 +5%
NP
382
NorthRock Partners
Minnesota
$2.2M +$12.2K +52 +0.6%
LWA
383
LWS Wealth Advisors
New Jersey
$2.2M +$76.1K +324 +4%
TFM
384
TFC Financial Management
Massachusetts
$2.19M -$8.47K -36 -0.4%
HCMT
385
Highland Capital Management (Tennessee)
Tennessee
$2.18M -$47.9K -204 -2%
GWANC
386
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.17M +$25K +106 +1%
AWM
387
Angeles Wealth Management
California
$2.17M
HWA
388
Hillcrest Wealth Advisors
New Jersey
$2.17M
MCM
389
Manchester Capital Management
Vermont
$2.16M
MBT
390
Montecito Bank & Trust
California
$2.16M -$15.7K -67 -0.7%
HTHT
391
Hemenway Trust Hemenway Trust
New Hampshire
$2.15M +$1.88M +7,995 +680%
MFG
392
Merit Financial Group
Georgia
$2.15M +$192K +819 +10%
DT
393
Diversified Trust
Tennessee
$2.08M -$19.3K -82 -0.9%
WF
394
Welch & Forbes
Massachusetts
$2.08M +$249K +1,060 +14%
LNC
395
Lincoln National Corp
Pennsylvania
$2.08M +$4.93K +21 +0.2%
OSAM
396
O'Shaughnessy Asset Management
Connecticut
$2.08M +$10.3K +44 +0.5%
MG
397
Mather Group
Illinois
$2.08M -$2.68M -11,428 -56%
JIR
398
James Investment Research
Ohio
$2.08M -$105K -447 -5%
CW
399
Connectus Wealth
Ohio
$2.05M +$35.5K +151 +2%
SMC
400
Smith, Moore & Co
Missouri
$2.03M -$11.1K -48 -0.5%