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iShares Russell 1000 ETF
IWB

Overview Fund Activity

932 hedge funds and large institutions have $23.2B invested in iShares Russell 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 257 increasing their positions, 310 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+11
Holders Change %
+1.19%
% of All Funds
16.37%
Holding in Top 10
108
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.7%
% of All Funds
1.9%
New
60
Increased
257
Reduced
310
Closed
35
Calls
$5.47M
Puts
$9.54M
Net Calls
-$4.08M
Net Calls Change
-$7.11M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$625M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$373M
3
TCM
Twele Capital Management
Minnesota
$134M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.48B
5
BlackRock
BlackRock
New York
$1.85B

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$280M
2
WA
WestEnd Advisors
North Carolina
$246M
3
CFA
Capstone Financial Advisors
Illinois
$213M
4
WC
Wealth CMT
New Jersey
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
451
Tiemann Investment Advisors
California
$1.3M – – –
SBH
452
Segall Bryant & Hamill
Illinois
$1.3M -$29.5K -122 -2%
PWM
453
Perigon Wealth Management
California
$1.28M – – –
FFA
454
Freedman Financial Associates
Massachusetts
$1.26M – – –
MG
455
Mather Group
Illinois
$1.26M +$93.8K +388 +8%
PG
456
Patten Group
Tennessee
$1.24M -$9.67K -40 -0.8%
PGWM
457
Parisi Gray Wealth Management
New Jersey
$1.24M -$3.42K -14 -0.3%
DPI
458
Diversified Portfolios Inc
Michigan
$1.24M -$17.4K -72 -1%
NCM
459
Next Capital Management
New York
$1.24M – – –
RC
460
RegentAtlantic Capital
New Jersey
$1.23M – – –
VCM
461
Vision Capital Management
Oregon
$1.23M – – –
SAS
462
SMI Advisory Services
Indiana
$1.22M -$159K -659 -12%
SWP
463
Strategic Wealth Partners
Ohio
$1.22M +$118K +487 +11%
CAM
464
Chandler Asset Management
California
$1.21M – – –
IA
465
IFP Advisors
Florida
$1.21M +$19.3K +80 +2%
WP
466
WealthSource Partners
California
$1.2M -$57.6K -238 -5%
DWM
467
Doyle Wealth Management
Florida
$1.2M -$75.9K -314 -6%
WB
468
WesBanco Bank
West Virginia
$1.2M +$21.3K +88 +2%
NCM
469
Neumann Capital Management
California
$1.2M -$7.26K -30 -0.6%
LFWA
470
LBJ Family Wealth Advisors
Texas
$1.19M – – –
OIA
471
OneDigital Investment Advisors
Kansas
$1.18M – – –
SWA
472
Sightline Wealth Advisors
Connecticut
$1.18M – – –
AF
473
Allworth Financial
California
$1.18M +$18.6K +77 +2%
FWM
474
Fairhaven Wealth Management
Illinois
$1.16M +$376K +1,555 +48%
RWA
475
Ropes Wealth Advisors
Massachusetts
$1.14M -$250K -1,032 -18%
17 18
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