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

Top Sellers

1
BlackRock
1
BlackRock
New York
$928M
2
EFSCE
2
Enterprise Financial Services Corp (EFSC)
Missouri
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$79.4M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$11M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
501
Perigon Wealth Management
California
$940K -$4.14K -21 -0.4%
WIC
502
Whitegate Investment Counselors
New Hampshire
$939K -$197 -1 -0%
Two Sigma Advisers
503
Two Sigma Advisers
New York
$927K -$98.6K -500 -10%
RWA
504
Ropes Wealth Advisors
Massachusetts
$927K – – –
PCA
505
Peddock Capital Advisors
Massachusetts
$923K – – –
OAP
506
One Advisory Partners
Kansas
$922K -$13.2K -67 -1%
APG
507
Abacus Planning Group
South Carolina
$916K -$172K -873 -16%
AIM
508
Avity Investment Management
Connecticut
$916K – – –
SC
509
Savant Capital
Illinois
$915K +$3.16K +16 +0.3%
GD
510
Grandfield & Dodd
New York
$900K – – –
RWM
511
Rockwood Wealth Management
Pennsylvania
$896K – – –
MWM
512
Meridian Wealth Management
Kentucky
$894K +$894K +4,529 New
PAS
513
Park Avenue Securities
New York
$893K +$588K +2,979 +193%
SYBT
514
Stock Yards Bank & Trust
Kentucky
$892K +$11.8K +60 +1%
CWS
515
Cypress Wealth Services
California
$887K +$450K +2,243 +103%
SWA
516
Sightline Wealth Advisors
Connecticut
$877K – – –
MAM
517
McCarthy Asset Management
California
$877K +$100K +507 +13%
DWM
518
Doyle Wealth Management
Florida
$872K -$118K -598 -12%
JIC
519
Joel Isaacson & Co
New York
$870K -$195K -987 -18%
OWA
520
One Wealth Advisors
California
$869K +$155K +788 +22%
HWA
521
Heritage Wealth Advisors
Virginia
$868K – – –
SSC
522
Syverson Strege & Co
Iowa
$868K +$789 +4 +0.1%
TI
523
Truepoint Inc
Ohio
$858K – – –
ABC
524
Associated Banc-Corp
Wisconsin
$853K +$987 +5 +0.1%
SF
525
Summit Financial
New Jersey
$853K +$30.6K +155 +4%
19 20
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