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iShares Russell 1000 ETF
IWB

Overview Fund Activity

932 hedge funds and large institutions have $23.2B invested in iShares Russell 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 257 increasing their positions, 310 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+11
Holders Change %
+1.19%
% of All Funds
16.37%
Holding in Top 10
108
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.7%
% of All Funds
1.9%
New
60
Increased
257
Reduced
310
Closed
35
Calls
$5.47M
Puts
$9.54M
Net Calls
-$4.08M
Net Calls Change
-$7.11M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$625M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$373M
3
TCM
Twele Capital Management
Minnesota
$134M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.48B
5
BlackRock
BlackRock
New York
$1.85B

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$280M
2
WA
WestEnd Advisors
North Carolina
$246M
3
CFA
Capstone Financial Advisors
Illinois
$213M
4
WC
Wealth CMT
New Jersey
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
401
Ferguson Wellman Capital Management
Oregon
$1.73M – – –
CWM
402
Cahaba Wealth Management
Georgia
$1.7M -$164K -677 -9%
MFG
403
Merit Financial Group
Georgia
$1.69M -$1.93K -8 -0.1%
PCA
404
Peddock Capital Advisors
Massachusetts
$1.69M – – –
WI
405
WBI Investments
New Jersey
$1.67M +$1.67M +7,037 New
RTL
406
Red Tortoise LLC
Georgia
$1.67M +$1.67M +8,474 New
OR
407
Olympiad Research
Connecticut
$1.67M +$523K +2,162 +46%
CCM
408
Covington Capital Management
California
$1.66M +$187K +773 +13%
SHJ
409
Sharkey, Howes & Javer
Colorado
$1.65M -$98.4K -407 -6%
TFCP
410
Twin Focus Capital Partners
Massachusetts
$1.64M – – –
NB
411
Nicolet Bankshares
Wisconsin
$1.62M -$65.3K -270 -4%
EWM
412
Empirical Wealth Management
Washington
$1.62M +$105K +436 +7%
EIP
413
Ellis Investment Partners
Pennsylvania
$1.62M +$73.2K +303 +5%
SOADOR
414
State of Alaska Department of Revenue
Alaska
$1.61M +$1.32M +5,458 +448%
AI
415
Atria Investments
North Carolina
$1.61M +$62.9K +260 +4%
MWM
416
Mission Wealth Management
California
$1.59M +$46.7K +193 +3%
CST
417
Charles Schwab Trust
Nevada
$1.58M +$269K +1,113 +20%
CA
418
Cornerstone Advisory
Maryland
$1.58M +$362K +1,497 +30%
AF
419
Apexium Financial
Texas
$1.58M – – –
WB
420
Webster Bank
Connecticut
$1.57M +$375K +1,550 +31%
ARC
421
Advisor Resource Council
Texas
$1.57M -$972K -4,018 -38%
CF
422
Centaurus Financial
California
$1.57M -$5.8K -24 -0.4%
GL
423
Graypoint LLC
New York
$1.55M – – –
LWA
424
LWS Wealth Advisors
New Jersey
$1.54M +$4.83K +20 +0.3%
WF
425
Welch & Forbes
Massachusetts
$1.54M – – –
15 16
17
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