IWB icon

iShares Russell 1000 ETF

1,099 hedge funds and large institutions have $24.4B invested in iShares Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 399 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+41
Holders Change %
+3.88%
% of All Funds
17.33%
Holding in Top 10
94
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.17%
% of All Funds
1.48%
New
91
Increased
294
Reduced
399
Closed
35
Calls
$13M
Puts
$140M
Net Calls
-$127M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
426
Next Capital Management
New York
$1.8M +$185K +759 +11%
GAM
427
Gemmer Asset Management
California
$1.79M +$975 +4 +0.1%
CWM
428
Castle Wealth Management
Florida
$1.78M -$23.4K -96 -1%
BAMG
429
Brand Asset Management Group
Missouri
$1.76M -$193K -792 -10%
GSAM
430
Grant Street Asset Management
Pennsylvania
$1.75M +$1.75M +7,195 New
CIC
431
Carnegie Investment Counsel
Ohio
$1.75M -$5.61K -23 -0.3%
RWP
432
RWA Wealth Partners
Massachusetts
$1.73M -$14.9K -61 -0.9%
AWM
433
Avior Wealth Management
Nebraska
$1.73M -$553K -2,302 -24%
SWA
434
Stratos Wealth Advisors
Ohio
$1.73M +$2.93K +12 +0.2%
CWM
435
Curi Wealth Management
North Carolina
$1.73M +$4.63K +19 +0.3%
RSS
436
Rosenblum Silverman Sutton
California
$1.72M -$8.29K -34 -0.5%
SCM
437
Stordahl Capital Management
Colorado
$1.71M -$32.4K -133 -2%
BFM
438
Broadview Financial Management
Wisconsin
$1.7M -$99K -406 -6%
CCT
439
Capital City Trust
Florida
$1.68M -$1.22K -5 -0.1%
FFM
440
Forum Financial Management
Illinois
$1.67M +$1.27M +5,212 +317%
CWA
441
Capital Wealth Alliance
Arizona
$1.65M +$19.3K +79 +1%
MFGP
442
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.63M +$1.71K +7 +0.1%
BAM
443
Belpointe Asset Management
Nevada
$1.62M -$2.87M -11,784 -64%
FPF
444
First Pacific Financial
Washington
$1.62M +$4.14K +17 +0.3%
BBW
445
Blue Barn Wealth
Utah
$1.62M -$61.2K -251 -4%
MSRPS
446
Maryland State Retirement & Pension System
Maryland
$1.61M -$1.57M -6,458 -49%
FCBT
447
First Citizens Bank & Trust
North Carolina
$1.61M -$103K -423 -6%
CFA
448
Cahill Financial Advisors
Minnesota
$1.6M
CGPCS
449
Capital Group Private Client Services
California
$1.6M +$45.6K +187 +3%
NAM
450
NorthCrest Asset Manangement
Minnesota
$1.58M +$11.5K +47 +0.7%