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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 %
IW
526
Instrumental Wealth
Florida
$985K +$985K +4,404 New
TI
527
Truepoint Inc
Ohio
$980K – – –
PFWA
528
Paces Ferry Wealth Advisors
Georgia
$978K -$658K -2,922 -40%
WGCA
529
Wolf Group Capital Advisors
Virginia
$967K -$152K -677 -14%
SF
530
Summit Financial
New Jersey
$963K – – –
SFA
531
Source Financial Advisors
New York
$947K +$2.7K +12 +0.3%
MFA
532
McClarren Financial Advisors
Pennsylvania
$943K +$3.81K +17 +0.4%
VBFG
533
Vishria Bird Financial Group
Tennessee
$942K – – –
EL
534
EQ LLC
Washington
$940K +$31.8K +141 +3%
ES
535
Eagle Strategies
New York
$937K -$39K -173 -4%
PFM
536
Parsec Financial Management
North Carolina
$932K +$265K +1,175 +40%
MBT
537
Montecito Bank & Trust
California
$932K -$328K -1,457 -26%
GLA
538
Good Life Advisors
Pennsylvania
$927K +$225 +1 +0%
CAM
539
Cozad Asset Management
Illinois
$924K +$142K +629 +18%
TFA
540
Triad Financial Advisors
North Carolina
$923K -$13.5K -60 -1%
OC
541
Oppenheimer & Co
New York
$923K +$1.8K +8 +0.2%
AFG
542
Allegheny Financial Group
Pennsylvania
$918K +$40.5K +180 +5%
WSWA
543
Warren Street Wealth Advisors
California
$918K +$229K +1,017 +33%
CC
544
Callan Capital
California
$911K -$6.98K -31 -0.8%
MIFH
545
Migdal Insurance & Financial Holdings
Israel
$911K +$402K +1,810 +79%
FCA
546
FinTrust Capital Advisors
South Carolina
$911K – – –
PFG
547
Pacific Financial Group
Washington
$911K – – –
WWM
548
Western Wealth Management
Colorado
$909K -$2.03K -9 -0.2%
MWM
549
Madison Wealth Management
Ohio
$908K +$225 +1 +0%
ACM
550
Alcosta Capital Management
California
$903K -$3.6K -16 -0.4%
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