IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,043 hedge funds and large institutions have $24B invested in iShares Russell 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 300 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-13
Holders Change %
-1.23%
% of All Funds
16.51%
Holding in Top 10
114
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.88%
% of All Funds
1.8%
New
77
Increased
300
Reduced
370
Closed
80
Calls
$24.9M
Puts
$3.53M
Net Calls
+$21.4M
Net Calls Change
+$26.1M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$212M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$219M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.49B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.67B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$112M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$75.1M
2
Northern Trust
2
Northern Trust
Illinois
$589M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.1B
4
BlackRock
4
BlackRock
New York
$1.96B
5
Bank of America
5
Bank of America
North Carolina
$804M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFWA
426
Paces Ferry Wealth Advisors
Georgia
$1.82M -$31K -124 -2%
Financial Engines Advisors
427
Financial Engines Advisors
California
$1.82M +$862K +3,445 +90%
AWM
428
AE Wealth Management
Kansas
$1.82M -$164K -654 -8%
EPWM
429
Essex Private Wealth Management
Massachusetts
$1.79M -$1.86M -7,433 -51%
FLPIM
430
F.L. Putnam Investment Management
Massachusetts
$1.77M -$98.5K -394 -5%
FWCM
431
Ferguson Wellman Capital Management
Oregon
$1.77M -$15K -60 -0.8%
WI
432
WBI Investments
New Jersey
$1.77M +$1.77M +7,134 New
PCA
433
Permit Capital Advisors
Pennsylvania
$1.75M +$1.75M +7,107 New
MWM
434
Mission Wealth Management
California
$1.75M +$6K +24 +0.3%
WF
435
Welch & Forbes
Massachusetts
$1.73M -$103K -410 -6%
LWMNY
436
Landmark Wealth Management (New York)
New York
$1.73M +$1.73M +13,754 New
SCM
437
Stordahl Capital Management
Colorado
$1.73M – – –
AF
438
Apexium Financial
Texas
$1.71M – – –
CCM
439
Covington Capital Management
California
$1.7M -$12.5K -50 -0.7%
TFCP
440
Twin Focus Capital Partners
Massachusetts
$1.69M – – –
ATC
441
Argent Trust Co
Tennessee
$1.67M +$1.34M +5,373 +410%
GWANC
442
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.66M -$546K -2,183 -25%
NB
443
Nicolet Bankshares
Wisconsin
$1.65M +$57.5K +230 +4%
MOS
444
MGO One Seven
Ohio
$1.65M -$38K -152 -2%
CST
445
Charles Schwab Trust
Nevada
$1.64M – – –
MA
446
Mutual Advisors
Nebraska
$1.63M +$45.8K +183 +3%
TF
447
TimeScale Financial
Massachusetts
$1.63M +$5K +20 +0.3%
EWM
448
Empirical Wealth Management
Washington
$1.62M -$11.8K -47 -0.7%
CAAM
449
Cornerstone Advisors Asset Management
Pennsylvania
$1.62M – – –
GL
450
Graypoint LLC
New York
$1.6M -$3.87M -15,482 -71%
16 17
18
19 20