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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 %
CAAM
476
Cornerstone Advisors Asset Management
Pennsylvania
$1.28M -$49.3K -219 -4%
BCWM
477
Bartlett & Co Wealth Management
Ohio
$1.28M -$99.8K -443 -7%
BC
478
Bartlett & Co
Ohio
$1.28M -$99.7K -443 -7%
AL
479
ADE LLC
Maryland
$1.28M -$85.6K -380 -6%
FB
480
Fulton Bank
Pennsylvania
$1.27M -$5.63K -25 -0.4%
EWM
481
Empirical Wealth Management
Washington
$1.26M -$67.6K -300 -5%
FBFS
482
First Business Financial Services
Wisconsin
$1.26M – – –
CCG
483
Cypress Capital Group
Florida
$1.23M -$90.1K -400 -7%
JIC
484
Joel Isaacson & Co
New York
$1.22M +$225K +998 +23%
CT
485
Cambridge Trust
Massachusetts
$1.22M -$127K -564 -9%
IWM
486
IHT Wealth Management
Illinois
$1.2M +$225 +1 +0%
SC
487
Soundwatch Capital
Connecticut
$1.18M +$1.18M +5,255 New
SHFA
488
SC&H Financial Advisors
Maryland
$1.18M +$3.15K +14 +0.3%
RC
489
Rovin Capital
Arizona
$1.17M -$394K -1,748 -25%
AP
490
Adero Partners
California
$1.17M -$25.7K -114 -2%
AWS
491
AJ Wealth Strategies
New York
$1.17M – – –
VCM
492
Vision Capital Management
Oregon
$1.14M – – –
CWC
493
Carolinas Wealth Consulting
North Carolina
$1.13M +$4.05K +18 +0.4%
WB
494
WesBanco Bank
West Virginia
$1.13M +$451 +2 +0%
BWA
495
Beam Wealth Advisors
Louisiana
$1.13M -$37.2K -165 -3%
LA
496
Legacy Advisors
Pennsylvania
$1.13M -$73.2K -325 -6%
CAM
497
Chandler Asset Management
California
$1.13M – – –
PCA
498
Peddock Capital Advisors
Massachusetts
$1.13M +$67.6K +300 +6%
WHCI
499
W.H. Cornerstone Investments
Massachusetts
$1.12M -$117K -519 -9%
SWA
500
Sightline Wealth Advisors
Connecticut
$1.11M +$1.8K +8 +0.2%
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