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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 %
GAM
426
Gemmer Asset Management
California
$1.66M +$1.35K +6 +0.1%
LT
427
Legacy Trust
Michigan
$1.64M -$186K -825 -10%
CIC
428
Carnegie Investment Counsel
Ohio
$1.62M -$16.7K -74 -1%
RWP
429
RWA Wealth Partners
Massachusetts
$1.62M – – –
SVWAG
430
Sound View Wealth Advisors Group
Georgia
$1.61M -$697K -3,096 -30%
SCM
431
Stordahl Capital Management
Colorado
$1.61M – – –
AF
432
Allworth Financial
California
$1.6M -$98.9K -439 -6%
RSS
433
Rosenblum Silverman Sutton
California
$1.6M -$80K -355 -5%
SWA
434
Stratos Wealth Advisors
Ohio
$1.59M -$59.9K -266 -4%
CWM
435
Curi Wealth Management
North Carolina
$1.59M -$18.9K -84 -1%
FCBT
436
First Citizens Bank & Trust
North Carolina
$1.58M -$1.71M -7,607 -52%
OCM
437
Objective Capital Management
Ohio
$1.57M -$101K -450 -6%
ATC
438
Argent Trust Co
Tennessee
$1.57M -$19.1K -85 -1%
CCT
439
Capital City Trust
Florida
$1.55M – – –
BBW
440
Blue Barn Wealth
Utah
$1.55M +$1.8K +8 +0.1%
MOS
441
MGO One Seven
Ohio
$1.55M +$73.7K +327 +5%
CWA
442
Capital Wealth Alliance
Arizona
$1.51M -$19.8K -88 -1%
MFGP
443
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.5M -$73.2K -325 -5%
FPF
444
First Pacific Financial
Washington
$1.49M +$450 +2 +0%
NCM
445
Next Capital Management
New York
$1.49M +$76.6K +340 +5%
CFA
446
Cahill Financial Advisors
Minnesota
$1.48M – – –
VOYA Investment Management
447
VOYA Investment Management
Georgia
$1.47M +$893K +3,964 +154%
ALWM
448
Andrews Lucia Wealth Management
California
$1.45M – – –
VPP
449
Vertex Planning Partners
Illinois
$1.45M – – –
NAM
450
NorthCrest Asset Manangement
Minnesota
$1.45M +$48.7K +216 +3%
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