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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,017 hedge funds and large institutions have $20.9B invested in iShares Russell 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 360 increasing their positions, 307 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
-26
Holders Change %
-2.49%
% of All Funds
17.2%
Holding in Top 10
107
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.14%
% of All Funds
1.81%
New
80
Increased
360
Reduced
307
Closed
93
Calls
$19.2M
Puts
$7.04M
Net Calls
+$12.2M
Net Calls Change
-$9.21M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$357M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$209M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$138M
4
Bank of America
Bank of America
North Carolina
+$119M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$107M

Top Sellers

1
BlackRock
BlackRock
New York
-$303M
2
HHGA
Halbert Hargrove Global Advisors
California
-$92.4M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$81.9M
4
Goldman Sachs
Goldman Sachs
New York
-$45.8M
5
CS
Credit Suisse
Switzerland
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
551
McCarthy Asset Management
California
$818K -$2.29K -11 -0.3%
WWM
552
Wagner Wealth Management
South Carolina
$809K -$809K -3,896 -50%
RJT
553
Raymond James Trust
Florida
$804K -$56.3K -271 -7%
KFI
554
Key Financial Inc
Pennsylvania
$797K – – –
SWM
555
Soundmark Wealth Management
Washington
$795K +$1.25K +6 +0.2%
DI
556
Disciplined Investments
Oklahoma
$794K -$66.7K -321 -8%
CC
557
Callan Capital
California
$790K +$3.53K +17 +0.4%
RA
558
RFG Advisory
Alabama
$790K +$50.3K +220 +7%
KTC
559
Kistler-Tiffany Companies
Pennsylvania
$788K – – –
LDB
560
Lee, Danner & Bass
Tennessee
$780K -$16.2K -78 -2%
FBB
561
Fulton Breakefield Broenniman
Maryland
$778K +$45.5K +219 +6%
OC
562
Oppenheimer & Co
New York
$775K -$19.9K -96 -3%
AFG
563
Allegheny Financial Group
Pennsylvania
$767K +$412K +1,983 +116%
ACIM
564
Azimuth Capital Investment Management
Michigan
$767K +$767K +3,690 New
FAM
565
Flaharty Asset Management
Florida
$760K -$71.6K -345 -9%
GRP
566
Global Retirement Partners
California
$759K – – –
CF
567
Centaurus Financial
California
$757K -$529K -2,544 -41%
HGWM
568
Horst & Graben Wealth Management
Oregon
$756K +$624 +3 +0.1%
CSWM
569
Cassady Schiller Wealth Management
Ohio
$755K +$8.51K +41 +1%
OWA
570
One Wealth Advisors
California
$751K +$522K +2,512 +227%
TT
571
TI-Trust
Illinois
$745K -$16.2K -78 -2%
WPC
572
Wedmont Private Capital
Pennsylvania
$741K +$3.32K +16 +0.5%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$739K – – –
DFA
574
DHJJ Financial Advisors
Illinois
$726K +$208 +1 +0%
AIP
575
Almanack Investment Partners
Pennsylvania
$722K – – –
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