IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

918 hedge funds and large institutions have $20.6B invested in iShares Russell 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 234 increasing their positions, 350 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+14
Holders Change %
+1.55%
% of All Funds
16.16%
Holding in Top 10
116
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.04%
New
73
Increased
234
Reduced
350
Closed
54
Calls
$5.37M
Puts
$1.66M
Net Calls
+$3.71M
Net Calls Change
+$2.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$860M
2
DCM
Disciplina Capital Management
Tennessee
$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$127M
4
BlackRock
BlackRock
New York
$1.57B
5
QI
QS Investors
New York
$557M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.22B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$0
3
GM
Granger Management
New York
$0
4
Bank of America
Bank of America
North Carolina
$697M
5
CIM
CenturyLink Investment Management
Colorado
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
476
Carroll Financial Associates
North Carolina
$1.05M +$456K +2,040 +77%
HWA
477
Heritage Wealth Advisors
Virginia
$1.04M -$215K -959 -17%
BDF
478
Balasa Dinverno & Foltz
$998K – – –
EL
479
EQ LLC
Washington
$991K -$2.91K -13 -0.3%
SSC
480
Syverson Strege & Co
Iowa
$985K -$448 -2 -0%
SC
481
Soundwatch Capital
Connecticut
$984K +$117K +523 +14%
BAS
482
Brown Advisory Securities
Maryland
$976K +$45.2K +202 +5%
FHA
483
First Horizon Advisors
Tennessee
$967K +$844K +3,773 +685%
SF
484
Summit Financial
New Jersey
$965K – – –
ECG
485
Edge Capital Group
Georgia
$941K +$224 +1 +0%
VBFG
486
Vishria Bird Financial Group
Tennessee
$936K – – –
LDB
487
Lee, Danner & Bass
Tennessee
$931K -$1.12K -5 -0.1%
CT
488
Coastline Trust
Rhode Island
$919K -$185K -825 -17%
FAM
489
Flaharty Asset Management
Florida
$917K +$224 +1 +0%
FCI
490
Financial Counselors Inc
Kansas
$915K -$22.4K -100 -2%
TI
491
Truepoint Inc
Ohio
$914K +$199K +887 +28%
MWM
492
Madison Wealth Management
Ohio
$913K – – –
SWP
493
Strategic Wealth Partners
Ohio
$908K +$164K +734 +22%
RPG
494
Resource Planning Group
Georgia
$905K -$33.3K -220 -4%
PFG
495
Pacific Financial Group
Washington
$905K – – –
LFAS
496
Level Four Advisory Services
Texas
$905K – – –
BF
497
Blankinship & Foster
California
$898K -$133K -593 -13%
LIM
498
Leavell Investment Management
Alabama
$895K – – –
KFI
499
Key Financial Inc
Pennsylvania
$894K – – –
JWCA
500
J.W. Cole Advisors
Florida
$894K +$89.6K +400 +11%
18 19
20
21 22