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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 %
CT
451
Coastline Trust
Rhode Island
$1.44M +$12.4K +55 +0.9%
RPC
452
Rossmore Private Capital
Connecticut
$1.44M – – –
CGPCS
453
Capital Group Private Client Services
California
$1.43M +$4.73K +21 +0.3%
WB
454
Webster Bank
Connecticut
$1.43M – – –
ABC
455
Associated Banc-Corp
Wisconsin
$1.42M – – –
TAM
456
Townsend Asset Management
North Carolina
$1.41M -$25.2K -112 -2%
GL
457
Graypoint LLC
New York
$1.41M +$77.5K +344 +6%
LWMNY
458
Landmark Wealth Management (New York)
New York
$1.4M +$46.8K +208 +3%
WF
459
Welch & Forbes
Massachusetts
$1.4M -$50.7K -225 -3%
AFG
460
AFS Financial Group
Maryland
$1.4M – – –
CA
461
Cornerstone Advisory
Maryland
$1.39M +$2.03K +9 +0.1%
LC
462
Landaas & Company
Wisconsin
$1.37M – – –
SHJ
463
Sharkey, Howes & Javer
Colorado
$1.35M +$114K +504 +9%
MFA
464
Mayflower Financial Advisors
Massachusetts
$1.35M +$203K +901 +18%
RWA
465
River Wealth Advisors
Pennsylvania
$1.35M – – –
SC
466
Savant Capital
Illinois
$1.33M +$6.76K +30 +0.5%
MWM
467
Meridian Wealth Management
Kentucky
$1.33M -$117K -520 -8%
FLPIM
468
F.L. Putnam Investment Management
Massachusetts
$1.32M +$76.8K +341 +6%
ST
469
Smithfield Trust
Pennsylvania
$1.32M -$2.7K -12 -0.2%
CAC
470
Certified Advisory Corp
Florida
$1.3M -$33.3K -148 -3%
PA
471
Procyon Advisors
Connecticut
$1.3M +$268K +1,189 +26%
ZIC
472
ZWJ Investment Counsel
Georgia
$1.29M -$17.3K -77 -1%
NW
473
NewEdge Wealth
Pennsylvania
$1.29M -$26.4K -117 -2%
IA
474
IFG Advisors
Missouri
$1.28M +$31.5K +140 +3%
ADL
475
Asset Dedication LLC
California
$1.28M +$1.35K +6 +0.1%
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