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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 %
AIM
401
Acropolis Investment Management
Missouri
$1.89M – – –
FWCM
402
Ferguson Wellman Capital Management
Oregon
$1.89M -$10.1K -45 -0.5%
Belvedere Trading
403
Belvedere Trading
Illinois
$1.87M +$1.37M +6,097 +276%
FFG
404
Fullen Financial Group
Ohio
$1.82M +$6.84K +30 +0.4%
FCH
405
Freestone Capital Holdings
Washington
$1.81M +$450 +2 +0%
BAMG
406
Brand Asset Management Group
Missouri
$1.8M -$19.1K -85 -1%
SFG
407
Sage Financial Group
Pennsylvania
$1.79M -$4.28K -19 -0.2%
SB
408
Simmons Bank
Arkansas
$1.79M -$154K -683 -8%
MFS
409
McNamara Financial Services
Massachusetts
$1.78M +$2.48K +11 +0.1%
Lazard Asset Management
410
Lazard Asset Management
New York
$1.78M -$1.14M -5,043 -39%
EBA
411
Eagle Bay Advisors
New York
$1.78M – – –
KA
412
Kovack Advisors
Florida
$1.76M -$34.2K -152 -2%
EIP
413
Ellis Investment Partners
Pennsylvania
$1.76M -$53.2K -236 -3%
GG
414
GenWealth Group
New Jersey
$1.76M -$24.1K -107 -1%
MSS
415
Mitchell Sinkler & Starr
Pennsylvania
$1.73M +$355K +1,575 +26%
JWM
416
JFG Wealth Management
Colorado
$1.72M -$75.9K -337 -4%
IRC
417
Investors Research Corp
Georgia
$1.72M -$22.5K -100 -1%
Fiera Capital (Canada)
418
Fiera Capital (Canada)
Quebec, Canada
$1.7M +$23.6K +105 +1%
MWP
419
MYCIO Wealth Partners
Pennsylvania
$1.69M +$4.28K +19 +0.3%
MG
420
Mather Group
Illinois
$1.68M +$76.6K +340 +5%
CSWM
421
Cassady Schiller Wealth Management
Ohio
$1.68M +$1.06M +4,927 +173%
CWM
422
Castle Wealth Management
Florida
$1.67M -$9.46K -42 -0.6%
AC
423
Abbrea Capital
California
$1.66M – – –
BFM
424
Broadview Financial Management
Wisconsin
$1.66M -$676 -3 -0%
GWANC
425
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.66M +$1.35K +6 +0.1%
15 16
17
18 19