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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,043 hedge funds and large institutions have $24B invested in iShares Russell 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 300 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-13
Holders Change %
-1.23%
% of All Funds
16.51%
Holding in Top 10
114
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.88%
% of All Funds
1.8%
New
77
Increased
300
Reduced
370
Closed
80
Calls
$24.9M
Puts
$3.53M
Net Calls
+$21.4M
Net Calls Change
+$26.1M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$212M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$219M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.49B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.67B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$112M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$75.1M
2
Northern Trust
Northern Trust
Illinois
$589M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.1B
4
BlackRock
BlackRock
New York
$1.96B
5
Bank of America
Bank of America
North Carolina
$804M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
501
Patten Group
Tennessee
$1.3M +$3K +12 +0.2%
NCM
502
Next Capital Management
New York
$1.3M +$18K +72 +1%
Thrivent Financial for Lutherans
503
Thrivent Financial for Lutherans
Minnesota
$1.28M +$1.28M +5,112 New
VCM
504
Vision Capital Management
Oregon
$1.27M – – –
CAM
505
Chandler Asset Management
California
$1.25M – – –
WB
506
WesBanco Bank
West Virginia
$1.25M +$2.75K +11 +0.2%
NCM
507
Neumann Capital Management
California
$1.25M +$22.8K +91 +2%
VOYA Investment Management
508
VOYA Investment Management
Georgia
$1.24M +$615K +2,459 +99%
CWM
509
Cahaba Wealth Management
Georgia
$1.21M +$12.5K +55 +1%
DPI
510
Diversified Portfolios Inc
Michigan
$1.21M -$62.3K -249 -5%
HFA
511
HC Financial Advisors
California
$1.2M +$88.8K +355 +8%
FWM
512
Fairhaven Wealth Management
Illinois
$1.2M – – –
ECG
513
Edge Capital Group
Georgia
$1.2M +$167K +667 +16%
RWM
514
Rockwood Wealth Management
Pennsylvania
$1.19M – – –
LFWA
515
LBJ Family Wealth Advisors
Texas
$1.18M -$15.6K -64 -1%
RWA
516
Ropes Wealth Advisors
Massachusetts
$1.18M – – –
ACM
517
Azimuth Capital Management
Michigan
$1.17M +$4K +16 +0.3%
PCA
518
Peddock Capital Advisors
Massachusetts
$1.17M +$3K +12 +0.3%
SF
519
Symphony Financial
Texas
$1.16M -$6.95M -28,028 -86%
AIM
520
Avity Investment Management
Connecticut
$1.16M -$135K -538 -10%
IWM
521
IHT Wealth Management
Illinois
$1.15M -$4K -16 -0.3%
HWA
522
Heritage Wealth Advisors
Virginia
$1.13M – – –
SEI Investments
523
SEI Investments
Pennsylvania
$1.11M -$1.16M -4,648 -51%
DWM
524
Doyle Wealth Management
Florida
$1.1M -$29K -116 -3%
GD
525
Grandfield & Dodd
New York
$1.1M +$1.1M +4,397 New
19 20
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