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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 %
LFWA
526
LBJ Family Wealth Advisors
Texas
$1.03M +$4.42K +21 +0.4%
CI
527
Conning Inc
Connecticut
$1.02M – – –
NCM
528
Neumann Capital Management
California
$1.01M -$74.5K -354 -7%
WIC
529
Whitegate Investment Counselors
New Hampshire
$1M +$2.11K +10 +0.2%
ET
530
Equitable Trust
Tennessee
$1M +$1M +4,767 New
PG
531
Patten Group
Tennessee
$994K -$99.2K -471 -9%
RWA
532
Ropes Wealth Advisors
Massachusetts
$989K – – –
PCA
533
Peddock Capital Advisors
Massachusetts
$988K +$4K +19 +0.4%
CAM
534
Chandler Asset Management
California
$987K – – –
IWA
535
Intercontinental Wealth Advisors
Texas
$985K -$94.7K -450 -9%
RWM
536
Rockwood Wealth Management
Pennsylvania
$978K +$22.3K +106 +2%
APG
537
Abacus Planning Group
South Carolina
$977K – – –
AIM
538
Avity Investment Management
Connecticut
$977K – – –
PA
539
Procyon Advisors
Connecticut
$961K +$728K +3,459 +313%
VF
540
Vawter Financial
Ohio
$956K +$956K +4,539 New
COI
541
Connable Office Inc
Michigan
$949K +$180K +855 +23%
MAM
542
McCarthy Asset Management
California
$933K -$2.74K -13 -0.3%
JIC
543
Joel Isaacson & Co
New York
$932K +$3.58K +17 +0.4%
SSC
544
Syverson Strege & Co
Iowa
$927K +$842 +4 +0.1%
HWA
545
Heritage Wealth Advisors
Virginia
$926K – – –
PA
546
Parallel Advisors
California
$916K -$370K -1,756 -29%
TI
547
Truepoint Inc
Ohio
$916K – – –
ES
548
Eagle Strategies
New York
$912K +$2.74K +13 +0.3%
FCA
549
FinTrust Capital Advisors
South Carolina
$911K +$131K +624 +17%
SF
550
Summit Financial
New Jersey
$900K -$9.89K -47 -1%
20 21
22
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