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iShares Russell 1000 ETF
IWB

Overview Fund Activity

932 hedge funds and large institutions have $23.2B invested in iShares Russell 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 257 increasing their positions, 310 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+11
Holders Change %
+1.19%
% of All Funds
16.37%
Holding in Top 10
108
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.7%
% of All Funds
1.9%
New
60
Increased
257
Reduced
310
Closed
35
Calls
$5.47M
Puts
$9.54M
Net Calls
-$4.08M
Net Calls Change
-$7.11M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$625M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$373M
3
TCM
3
Twele Capital Management
Minnesota
$134M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.48B
5
BlackRock
5
BlackRock
New York
$1.85B

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$280M
2
WA
2
WestEnd Advisors
North Carolina
$246M
3
CFA
3
Capstone Financial Advisors
Illinois
$213M
4
WC
4
Wealth CMT
New Jersey
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
551
Fifth Third Securities
Ohio
$775K +$775K +3,206 New
IA
552
IFS Advisors
Kansas
$773K -$24.4K -101 -3%
BF
553
Blankinship & Foster
California
$771K -$190K -787 -20%
WA
554
Waverly Advisors
Alabama
$771K – – –
BCM
555
Brookstone Capital Management
Illinois
$766K -$7.62K -31 -1%
BL
556
Balentine LLC
Georgia
$763K – – –
BG
557
Bollard Group
Massachusetts
$763K +$2.66K +11 +0.3%
WPC
558
Waters Parkerson & Co
Louisiana
$761K – – –
TFS
559
TrustCore Financial Services
Tennessee
$760K -$28.1K -116 -4%
SFP
560
Shepherd Financial Partners
Massachusetts
$760K -$9.66K -40 -1%
ASW
561
Astoria Strategic Wealth
Texas
$756K – – –
HFA
562
High Falls Advisors
New York
$755K +$755K +3,122 New
OC
563
Oppenheimer & Co
New York
$752K -$54.4K -225 -7%
NPF
564
Norris Perne & French
Michigan
$744K +$1.93K +8 +0.3%
AIA
565
Alera Investment Advisors
Illinois
$739K – – –
CAG
566
Crestwood Advisors Group
Massachusetts
$736K – – –
1CP
567
17 Capital Partners
Arizona
$736K +$9.67K +40 +1%
FCBT
568
First Citizens Bank & Trust
North Carolina
$731K -$18.8K -78 -3%
SPC
569
Sigma Planning Corp
Michigan
$730K +$5.32K +22 +0.7%
CSIC
570
Clifford Swan Investment Counsel
California
$727K -$17.6K -68 -2%
GRP
571
Global Retirement Partners
California
$723K +$115K +475 +19%
EP
572
Eudaimonia Partners
Tennessee
$722K +$358K +1,480 +98%
RP
573
Riverbridge Partners
Minnesota
$712K – – –
DDPIC
574
Deroy & Devereaux Private Investment Counsel
Michigan
$712K – – –
WPA
575
West Paces Advisors
Georgia
$711K – – –
21 22
23
24 25