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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,099 hedge funds and large institutions have $24.4B invested in iShares Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 399 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+41
Holders Change %
+3.88%
% of All Funds
17.33%
Holding in Top 10
94
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.17%
% of All Funds
1.48%
New
91
Increased
294
Reduced
399
Closed
35
Calls
$13M
Puts
$140M
Net Calls
-$127M
Net Calls Change
-$134M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$160M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$114M
3
Morgan Stanley
Morgan Stanley
New York
+$105M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$55.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$52.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.67B
2
US Bancorp
US Bancorp
Minnesota
-$141M
3
BlackRock
BlackRock
New York
-$131M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$94.2M
5
GH
Geisinger Health
Pennsylvania
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAM
476
Cornerstone Advisors Asset Management
Pennsylvania
$1.39M – – –
AL
477
ADE LLC
Maryland
$1.38M +$2.44K +10 +0.2%
FLPIM
478
F.L. Putnam Investment Management
Massachusetts
$1.38M -$52.6K -216 -4%
EWM
479
Empirical Wealth Management
Washington
$1.37M – – –
FBFS
480
First Business Financial Services
Wisconsin
$1.36M – – –
SEI Investments
481
SEI Investments
Pennsylvania
$1.36M +$166K +679 +14%
FB
482
Fulton Bank
Pennsylvania
$1.35M -$24.4K -100 -2%
CCG
483
Cypress Capital Group
Florida
$1.33M – – –
JIC
484
Joel Isaacson & Co
New York
$1.32M +$1.22K +5 +0.1%
IWM
485
IHT Wealth Management
Illinois
$1.32M +$18.5K +76 +1%
SHFA
486
SC&H Financial Advisors
Maryland
$1.28M +$2.44K +10 +0.2%
TWA
487
Talisman Wealth Advisors
New Jersey
$1.27M +$878K +3,604 +222%
RC
488
Rovin Capital
Arizona
$1.27M – – –
AWS
489
AJ Wealth Strategies
New York
$1.27M – – –
ZIC
490
ZWJ Investment Counsel
Georgia
$1.26M -$141K -577 -10%
FWM
491
Fairhaven Wealth Management
Illinois
$1.26M +$1.26M +5,170 New
NW
492
NewEdge Wealth
Pennsylvania
$1.26M -$134K -551 -10%
AP
493
Adero Partners
California
$1.25M -$21.2K -87 -2%
VCM
494
Vision Capital Management
Oregon
$1.24M – – –
CWC
495
Carolinas Wealth Consulting
North Carolina
$1.23M +$7.31K +30 +0.6%
WB
496
WesBanco Bank
West Virginia
$1.23M +$6.59K +27 +0.5%
KPWS
497
Kestra Private Wealth Services
Texas
$1.23M +$387K +1,589 +46%
CAM
498
Chandler Asset Management
California
$1.22M – – –
WHCI
499
W.H. Cornerstone Investments
Massachusetts
$1.21M +$488 +2 +0%
PCA
500
Peddock Capital Advisors
Massachusetts
$1.21M -$12.2K -50 -1%
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