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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,017 hedge funds and large institutions have $20.9B invested in iShares Russell 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 360 increasing their positions, 307 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
-26
Holders Change %
-2.49%
% of All Funds
17.2%
Holding in Top 10
107
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.14%
% of All Funds
1.81%
New
80
Increased
360
Reduced
307
Closed
93
Calls
$19.2M
Puts
$7.04M
Net Calls
+$12.2M
Net Calls Change
-$9.21M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$357M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$209M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$138M
4
Bank of America
Bank of America
North Carolina
+$119M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$107M

Top Sellers

1
BlackRock
BlackRock
New York
-$303M
2
HHGA
Halbert Hargrove Global Advisors
California
-$92.4M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$81.9M
4
Goldman Sachs
Goldman Sachs
New York
-$45.8M
5
CS
Credit Suisse
Switzerland
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
501
Morton Capital Management
California
$1.01M -$219K -1,055 -18%
CI
502
Conning Inc
Connecticut
$1.01M -$1.09M -5,254 -52%
LFWA
503
LBJ Family Wealth Advisors
Texas
$1.01M +$2.91K +14 +0.3%
SFS
504
Security Financial Services
Indiana
$996K +$597K +2,873 +149%
PWM
505
Perigon Wealth Management
California
$994K -$108K -522 -10%
WIC
506
Whitegate Investment Counselors
New Hampshire
$988K -$1.05M -5,046 -51%
OAP
507
One Advisory Partners
Kansas
$984K +$984K +4,737 New
RWA
508
Ropes Wealth Advisors
Massachusetts
$976K – – –
SHFA
509
SC&H Financial Advisors
Maryland
$976K +$393K +1,889 +67%
PCA
510
Peddock Capital Advisors
Massachusetts
$971K – – –
IA
511
IFP Advisors
Florida
$969K – – –
AIM
512
Avity Investment Management
Connecticut
$964K – – –
SC
513
Savant Capital
Illinois
$961K +$514K +2,474 +115%
GD
514
Grandfield & Dodd
New York
$950K +$34.8K +167 +4%
MW
515
MBL Wealth
North Carolina
$945K +$945K +4,550 New
SWA
516
Stratos Wealth Advisors
Ohio
$944K -$328K -1,579 -26%
RWM
517
Rockwood Wealth Management
Pennsylvania
$943K -$42.2K -203 -4%
NB
518
Nicolet Bankshares
Wisconsin
$942K -$433K -2,083 -31%
MWM
519
Madison Wealth Management
Ohio
$939K +$223K +1,075 +31%
SYBT
520
Stock Yards Bank & Trust
Kentucky
$926K +$577K +2,779 +165%
CIAS
521
CFS Investment Advisory Services
New Jersey
$923K -$81.9M -394,170 -99%
TLFA
522
True Link Financial Advisors
California
$917K +$108K +520 +13%
HWA
523
Heritage Wealth Advisors
Virginia
$914K -$24.5K -118 -3%
SSC
524
Syverson Strege & Co
Iowa
$913K +$623 +3 +0.1%
SAS
525
SMI Advisory Services
Indiana
$909K -$623 -3 -0.1%
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