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iShares Russell 1000 ETF
IWB

Overview Fund Activity

921 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 ETF in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 282 increasing their positions, 323 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
16.08%
Holding in Top 10
111
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.31%
% of All Funds
1.94%
New
53
Increased
282
Reduced
323
Closed
36
Calls
$4.97M
Puts
$1.94M
Net Calls
+$3.03M
Net Calls Change
-$683K

Top Buyers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.86B
2
LPL Financial
2
LPL Financial
California
$420M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.16B
4
QI
4
QS Investors
New York
$754M
5
BlackRock
5
BlackRock
New York
$1.81B

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$503M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
CFA
3
Capstone Financial Advisors
Illinois
$293M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.33B
5
Truist Financial
5
Truist Financial
North Carolina
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
401
Sharkey, Howes & Javer
Colorado
$1.75M – – –
SCM
402
Stordahl Capital Management
Colorado
$1.75M +$107K +440 +6%
FHA
403
First Horizon Advisors
Tennessee
$1.75M +$704K +2,910 +67%
FWCM
404
Ferguson Wellman Capital Management
Oregon
$1.73M -$49.9K -206 -3%
RSS
405
Rosenblum Silverman Sutton
California
$1.73M +$298K +1,233 +21%
PCA
406
Peddock Capital Advisors
Massachusetts
$1.72M – – –
TPWA
407
TRUE Private Wealth Advisors
Oregon
$1.72M -$398K -1,646 -19%
MFG
408
Merit Financial Group
Georgia
$1.7M -$105K -433 -6%
NB
409
Nicolet Bankshares
Wisconsin
$1.69M – – –
AC
410
Abbrea Capital
California
$1.68M +$346K +1,430 +26%
TFCP
411
Twin Focus Capital Partners
Massachusetts
$1.64M +$157K +650 +11%
BCWM
412
Bartlett & Co Wealth Management
Ohio
$1.59M -$145K -600 -8%
BC
413
Bartlett & Co
Ohio
$1.59M -$145K -600 -8%
PPA
414
Parametric Portfolio Associates
Washington
$1.58M -$1.63M -6,752 -51%
AF
415
Apexium Financial
Texas
$1.58M – – –
CF
416
Centaurus Financial
California
$1.58M +$272K +1,125 +21%
GL
417
Graypoint LLC
New York
$1.55M +$87.2K +360 +6%
MWM
418
Mission Wealth Management
California
$1.55M +$414K +1,710 +36%
AI
419
Atria Investments
North Carolina
$1.55M +$31K +128 +2%
EIP
420
Ellis Investment Partners
Pennsylvania
$1.55M +$88.6K +366 +6%
LWA
421
LWS Wealth Advisors
New Jersey
$1.54M +$228K +941 +17%
WF
422
Welch & Forbes
Massachusetts
$1.54M – – –
TAM
423
Townsend Asset Management
North Carolina
$1.53M +$6.29K +26 +0.4%
ZF
424
Zhang Financial
Michigan
$1.52M -$104K -430 -6%
EWM
425
Empirical Wealth Management
Washington
$1.52M -$7.26K -30 -0.5%
15 16
17
18 19