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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,058 hedge funds and large institutions have $22.5B invested in iShares Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 289 increasing their positions, 413 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
-14
Holders Change %
-1.31%
% of All Funds
16.93%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
1.47%
New
82
Increased
289
Reduced
413
Closed
72
Calls
$9.22M
Puts
$1.64M
Net Calls
+$7.58M
Net Calls Change
+$1.68M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$741M
2
Goldman Sachs
Goldman Sachs
New York
+$135M
3
Cerity Partners
Cerity Partners
New York
+$122M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$111M
5
HHGA
Halbert Hargrove Global Advisors
California
+$104M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$313M
2
BlackRock
BlackRock
New York
-$228M
3
CCA
Column Capital Advisors
Indiana
-$225M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$118M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
501
Tiemann Investment Advisors
California
$1.11M – – –
MCM
502
Morton Capital Management
California
$1.11M +$1.8K +8 +0.2%
LFWA
503
LBJ Family Wealth Advisors
Texas
$1.11M +$4.05K +18 +0.4%
SEI Investments
504
SEI Investments
Pennsylvania
$1.1M -$5.78M -25,680 -84%
WC
505
Waterloo Capital
Texas
$1.1M +$1.1M +4,873 New
CI
506
Conning Inc
Connecticut
$1.1M – – –
NCM
507
Neumann Capital Management
California
$1.09M +$7.88K +35 +0.7%
WIC
508
Whitegate Investment Counselors
New Hampshire
$1.07M +$1.13K +5 +0.1%
HPM
509
Hoxton Planning & Management
West Virginia
$1.07M +$810K +3,595 +310%
RJT
510
Raymond James Trust
Florida
$1.07M -$72.8K -323 -6%
PG
511
Patten Group
Tennessee
$1.06M – – –
IA
512
IFP Advisors
Florida
$1.06M -$212K -1,387 -17%
RWA
513
Ropes Wealth Advisors
Massachusetts
$1.06M – – –
IWA
514
Intercontinental Wealth Advisors
Texas
$1.05M -$4.51K -20 -0.4%
RWM
515
Rockwood Wealth Management
Pennsylvania
$1.05M – – –
APG
516
Abacus Planning Group
South Carolina
$1.05M – – –
CWS
517
Cypress Wealth Services
California
$1.04M +$225K +997 +27%
PA
518
Parallel Advisors
California
$1.04M +$62.8K +279 +6%
NME
519
Notis-McConarty Edward
$1.04M -$89K -395 -8%
VF
520
Vawter Financial
Ohio
$1,000K -$22.5K -100 -2%
MAM
521
McCarthy Asset Management
California
$999K +$1.35K +6 +0.1%
ET
522
Equitable Trust
Tennessee
$995K -$78.8K -350 -7%
SSC
523
Syverson Strege & Co
Iowa
$992K +$676 +3 +0.1%
HWA
524
Heritage Wealth Advisors
Virginia
$991K – – –
AIM
525
Avity Investment Management
Connecticut
$987K -$57.7K -256 -6%
19 20
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