IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,072 hedge funds and large institutions have $22.8B invested in iShares Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 380 increasing their positions, 304 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+74
Holders Change %
+7.41%
% of All Funds
17.3%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.57%
New
148
Increased
380
Reduced
304
Closed
49
Calls
$8M
Puts
$2.11M
Net Calls
+$5.9M
Net Calls Change
+$9.37M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.03B
2
BlackRock
2
BlackRock
New York
$1.22B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$221M
4
Northern Trust
4
Northern Trust
Illinois
$647M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$202M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$155M
2
JHU
2
Johns Hopkins University
Maryland
$0
3
Millennium Management
3
Millennium Management
New York
$8.82M
4
KIM
4
Karpus Investment Management
New York
$2.75M
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
501
First Business Financial Services
Wisconsin
$1.17M – – –
IA
502
IFG Advisors
Missouri
$1.17M +$412K +1,957 +54%
FLPIM
503
F.L. Putnam Investment Management
Massachusetts
$1.16M -$103K -488 -8%
SHJ
504
Sharkey, Howes & Javer
Colorado
$1.16M – – –
IWM
505
IHT Wealth Management
Illinois
$1.12M -$15.6K -74 -1%
LA
506
Legacy Advisors
Pennsylvania
$1.12M +$552K +2,622 +97%
AP
507
Adero Partners
California
$1.12M – – –
TF
508
TimeScale Financial
Massachusetts
$1.12M +$197 +1 +0%
JWCA
509
J.W. Cole Advisors
Florida
$1.1M +$258K +1,223 +30%
SHFA
510
SC&H Financial Advisors
Maryland
$1.1M +$195K +925 +22%
AWS
511
AJ Wealth Strategies
New York
$1.09M -$2.21M -10,500 -67%
BWA
512
Beam Wealth Advisors
Louisiana
$1.09M +$1.09M +5,173 New
MFA
513
Mayflower Financial Advisors
Massachusetts
$1.07M -$74.1K -352 -6%
FWM
514
Fairhaven Wealth Management
Illinois
$1.07M – – –
VCM
515
Vision Capital Management
Oregon
$1.07M – – –
RJT
516
Raymond James Trust
Florida
$1.06M +$8.63K +41 +0.8%
CA
517
CoreCap Advisors
Michigan
$1.06M +$1.06M +5,022 New
CWC
518
Carolinas Wealth Consulting
North Carolina
$1.06M +$332K +1,579 +46%
TPWA
519
TRUE Private Wealth Advisors
Oregon
$1.06M -$256K -1,218 -20%
WB
520
WesBanco Bank
West Virginia
$1.06M +$308K +1,465 +41%
NME
521
Notis-McConarty Edward
$1.05M – – –
WGCA
522
Wolf Group Capital Advisors
Virginia
$1.05M -$170K -808 -14%
TIA
523
Tiemann Investment Advisors
California
$1.03M -$96.8K -460 -9%
SWA
524
Sightline Wealth Advisors
Connecticut
$1.03M +$121K +574 +13%
MCM
525
Morton Capital Management
California
$1.03M +$3.79K +18 +0.4%
19 20
21
22 23