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iShares Russell 1000 ETF
IWB

Overview Fund Activity

998 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 321 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-19
Holders Change %
-1.87%
% of All Funds
17.26%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.78%
New
54
Increased
313
Reduced
321
Closed
62
Calls
$7.05M
Puts
$10.5M
Net Calls
-$3.48M
Net Calls Change
-$15.7M

Top Buyers

1
CWA
1
CM Wealth Advisors
Ohio
$3.22B
2
JHU
2
Johns Hopkins University
Maryland
$211M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.41B
4
WA
4
Waverly Advisors
Alabama
$73.7M
5
NMIFOAC
5
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$294M

Top Sellers

1
BlackRock
1
BlackRock
New York
$928M
2
EFSCE
2
Enterprise Financial Services Corp (EFSC)
Missouri
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$79.4M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$11M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
426
Coastline Trust
Rhode Island
$1.4M +$215K +1,090 +18%
CWM
427
Curi Wealth Management
North Carolina
$1.38M +$1.38M +7,010 New
MFGP
428
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.38M – – –
AIP
429
Almanack Investment Partners
Pennsylvania
$1.37M +$686K +3,473 +100%
LWA
430
LWS Wealth Advisors
New Jersey
$1.37M +$68.3K +346 +5%
WF
431
Welch & Forbes
Massachusetts
$1.37M – – –
TFM
432
TFC Financial Management
Massachusetts
$1.36M +$718K +3,640 +112%
ASC
433
Atalanta Sosnoff Capital
New York
$1.36M +$806K +4,081 +146%
TFCP
434
Twin Focus Capital Partners
Massachusetts
$1.36M – – –
HCM
435
HMS Capital Management
Tennessee
$1.35M – – –
MG
436
Mather Group
Illinois
$1.35M +$127K +642 +10%
CCG
437
Cypress Capital Group
Florida
$1.33M -$26.4K -134 -2%
X
438
Xponance
Pennsylvania
$1.33M +$540K +2,735 +69%
ALWM
439
Andrews Lucia Wealth Management
California
$1.32M -$75K -380 -5%
NFG
440
Nadler Financial Group
Illinois
$1.31M +$125K +632 +11%
CFA
441
Cahill Financial Advisors
Minnesota
$1.3M +$1.3M +6,571 New
FPF
442
First Pacific Financial
Washington
$1.3M – – –
ATC
443
Argent Trust Co
Tennessee
$1.29M – – –
NAM
444
NorthCrest Asset Manangement
Minnesota
$1.27M +$3.36K +17 +0.3%
GL
445
Graypoint LLC
New York
$1.27M – – –
TAM
446
Townsend Asset Management
North Carolina
$1.25M – – –
LWMNY
447
Landmark Wealth Management (New York)
New York
$1.25M +$1.25M +6,336 New
WB
448
Webster Bank
Connecticut
$1.25M +$47.3K +240 +4%
CGPCS
449
Capital Group Private Client Services
California
$1.24M – – –
TPWA
450
TRUE Private Wealth Advisors
Oregon
$1.23M – – –
16 17
18
19 20