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iShares Russell 1000 ETF
IWB

Overview Fund Activity

921 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 ETF in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 282 increasing their positions, 323 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
16.08%
Holding in Top 10
111
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.31%
% of All Funds
1.94%
New
53
Increased
282
Reduced
323
Closed
36
Calls
$4.97M
Puts
$1.94M
Net Calls
+$3.03M
Net Calls Change
-$683K

Top Buyers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.86B
2
LPL Financial
2
LPL Financial
California
$420M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.16B
4
QI
4
QS Investors
New York
$754M
5
BlackRock
5
BlackRock
New York
$1.81B

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$503M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
CFA
3
Capstone Financial Advisors
Illinois
$293M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.33B
5
Truist Financial
5
Truist Financial
North Carolina
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
451
Tiemann Investment Advisors
California
$1.3M – – –
PWM
452
Perigon Wealth Management
California
$1.28M -$711K -2,934 -36%
DWM
453
Doyle Wealth Management
Florida
$1.28M -$191K -790 -13%
MOS
454
MGO One Seven
Ohio
$1.27M +$41.6K +172 +3%
WP
455
WealthSource Partners
California
$1.26M +$1.26M +5,213 New
FFA
456
Freedman Financial Associates
Massachusetts
$1.26M – – –
DPI
457
Diversified Portfolios Inc
Michigan
$1.26M -$8.23K -34 -0.6%
Deutsche Bank
458
Deutsche Bank
Germany
$1.26M +$1.26M +5,184 New
PG
459
Patten Group
Tennessee
$1.25M +$25.9K +107 +2%
PWM
460
PRW Wealth Management
Massachusetts
$1.25M +$1.25M +5,181 New
NCM
461
Next Capital Management
New York
$1.24M – – –
PGWM
462
Parisi Gray Wealth Management
New Jersey
$1.23M +$2.91K +12 +0.2%
SVWAG
463
Sound View Wealth Advisors Group
Georgia
$1.23M +$380K +1,571 +45%
RC
464
RegentAtlantic Capital
New Jersey
$1.23M -$10.4K -43 -0.8%
VCM
465
Vision Capital Management
Oregon
$1.23M -$15K -62 -1%
Wealthfront Advisers
466
Wealthfront Advisers
California
$1.23M +$1.23M +5,071 New
NME
467
Notis-McConarty Edward
$1.22M +$1.22M +5,036 New
CA
468
Cornerstone Advisory
Maryland
$1.22M -$1.14M -4,692 -48%
CFA
469
Carroll Financial Associates
North Carolina
$1.21M +$79.4K +328 +7%
KeyBank National Association
470
KeyBank National Association
Ohio
$1.21M -$351K -1,451 -22%
CAM
471
Chandler Asset Management
California
$1.21M – – –
PFS
472
Prospera Financial Services
Texas
$1.21M +$6.3K +26 +0.5%
NCM
473
Neumann Capital Management
California
$1.21M -$17.2K -71 -1%
WB
474
Webster Bank
Connecticut
$1.2M – – –
IA
475
IFP Advisors
Florida
$1.19M -$128K -528 -10%
17 18
19
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