IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

998 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 321 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-19
Holders Change %
-1.87%
% of All Funds
17.26%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.78%
New
54
Increased
313
Reduced
321
Closed
62
Calls
$7.05M
Puts
$10.5M
Net Calls
-$3.48M
Net Calls Change
-$15.7M

Top Buyers

1
CWA
CM Wealth Advisors
Ohio
$3.22B
2
JHU
Johns Hopkins University
Maryland
$211M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.41B
4
WA
Waverly Advisors
Alabama
$73.7M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$294M

Top Sellers

1
BlackRock
BlackRock
New York
$928M
2
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$11M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
476
Mayflower Financial Advisors
Massachusetts
$1.07M -$83.4K -423 -7%
IWM
477
IHT Wealth Management
Illinois
$1.07M +$205K +1,040 +24%
ZF
478
Zhang Financial
Michigan
$1.07M – – –
TIA
479
Tiemann Investment Advisors
California
$1.06M – – –
SI
480
Scharf Investments
California
$1.05M +$1.05M +5,305 New
PG
481
Patten Group
Tennessee
$1.04M -$6.02K -30 -0.6%
HWMA
482
Heritage Wealth Management (Arizona)
Arizona
$1.03M +$1.02M +5,169 +7,179%
NCM
483
Next Capital Management
New York
$1.02M – – –
EVM
484
Eaton Vance Management
Massachusetts
$1.02M – – –
CS
485
Credit Suisse
Switzerland
$1.02M +$197 +1 +0%
NCM
486
Neumann Capital Management
California
$1.02M +$9.27K +47 +0.9%
RC
487
RegentAtlantic Capital
New Jersey
$1.01M -$69.5K -352 -6%
IWA
488
Intercontinental Wealth Advisors
Texas
$1.01M +$9.28K +47 +0.9%
FWM
489
Fairhaven Wealth Management
Illinois
$1M +$15K +76 +2%
VCM
490
Vision Capital Management
Oregon
$1M – – –
TW
491
TrinityPoint Wealth
Connecticut
$999K +$999K +5,065 New
RJT
492
Raymond James Trust
Florida
$989K +$225K +1,143 +30%
CAM
493
Chandler Asset Management
California
$987K – – –
NME
494
Notis-McConarty Edward
$986K -$135K -686 -12%
BCA
495
Bay Colony Advisors
Massachusetts
$977K -$279K -1,414 -22%
MCM
496
Morton Capital Management
California
$963K – – –
LFWA
497
LBJ Family Wealth Advisors
Texas
$961K +$4.74K +24 +0.5%
CI
498
Conning Inc
Connecticut
$960K – – –
SEI Investments
499
SEI Investments
Pennsylvania
$951K +$130K +657 +16%
PFS
500
Prospera Financial Services
Texas
$946K +$162K +821 +21%
18 19
20
21 22