IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,043 hedge funds and large institutions have $24B invested in iShares Russell 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 300 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-13
Holders Change %
-1.23%
% of All Funds
16.51%
Holding in Top 10
114
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.88%
% of All Funds
1.8%
New
77
Increased
300
Reduced
370
Closed
80
Calls
$24.9M
Puts
$3.53M
Net Calls
+$21.4M
Net Calls Change
+$26.1M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$212M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$219M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.49B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.67B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$112M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$75.1M
2
Northern Trust
Northern Trust
Illinois
$589M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.1B
4
BlackRock
BlackRock
New York
$1.96B
5
Bank of America
Bank of America
North Carolina
$804M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
451
Strategic Wealth Partners
Ohio
$1.6M +$302K +1,208 +23%
NAM
452
NorthCrest Asset Manangement
Minnesota
$1.6M +$32.5K +130 +2%
BCA
453
Bay Colony Advisors
Massachusetts
$1.6M +$1.32M +5,263 +468%
B
454
Brightworth
Georgia
$1.58M -$303K -1,212 -16%
TAM
455
Townsend Asset Management
North Carolina
$1.58M -$11.5K -46 -0.7%
ZF
456
Zhang Financial
Michigan
$1.57M – – –
CSIA
457
Carl Stuart Investment Advisor
Texas
$1.56M +$1.56M +625 New
ADL
458
Asset Dedication LLC
California
$1.56M +$1.5K +6 +0.1%
HW
459
Hancock Whitney
Mississippi
$1.56M -$5.95M -23,780 -79%
ST
460
Sabal Trust
Florida
$1.55M +$102K +409 +7%
CF
461
Centaurus Financial
California
$1.55M -$85.5K -342 -5%
MG
462
Mather Group
Illinois
$1.54M +$256K +1,025 +20%
LWA
463
LWS Wealth Advisors
New Jersey
$1.54M -$16K -64 -1%
RWA
464
River Wealth Advisors
Pennsylvania
$1.54M – – –
SWA
465
Stratos Wealth Advisors
Ohio
$1.53M +$919K +3,677 +151%
CA
466
Cornerstone Advisory
Maryland
$1.53M -$236K -942 -13%
WB
467
Webster Bank
Connecticut
$1.52M +$41.3K +165 +3%
WJA
468
Willis Johnson & Associates
Texas
$1.51M -$131K -522 -8%
CIC
469
Carnegie Investment Counsel
Ohio
$1.5M -$722K -2,885 -32%
CAC
470
Certified Advisory Corp
Florida
$1.5M -$58.5K -234 -4%
MCM
471
Morton Capital Management
California
$1.48M +$1.75K +7 +0.1%
ZIC
472
ZWJ Investment Counsel
Georgia
$1.48M -$508K -2,030 -26%
BC
473
Bartlett & Co
Ohio
$1.47M +$38.8K +155 +3%
BCWM
474
Bartlett & Co Wealth Management
Ohio
$1.47M +$38.8K +155 +3%
ST
475
Smithfield Trust
Pennsylvania
$1.47M – – –
17 18
19
20 21