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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
Bank of America
North Carolina
$1.03B
2
BlackRock
BlackRock
New York
$1.22B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$221M
4
Northern Trust
Northern Trust
Illinois
$647M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$202M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$155M
2
JHU
Johns Hopkins University
Maryland
$0
3
Millennium Management
Millennium Management
New York
$8.82M
4
KIM
Karpus Investment Management
New York
$2.75M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
551
WealthShield Partners
North Carolina
$894K +$894K +4,249 New
CF
552
Clarity Financial
Texas
$883K +$219K +1,041 +33%
PP
553
Pegasus Partners
Wisconsin
$883K +$421 +2 +0%
SFA
554
Source Financial Advisors
New York
$882K +$339K +1,609 +62%
MFA
555
McClarren Financial Advisors
Pennsylvania
$882K +$2.95K +14 +0.3%
VBFG
556
Vishria Bird Financial Group
Tennessee
$880K – – –
SBH
557
Segall Bryant & Hamill
Illinois
$879K +$445K +2,116 +103%
TFA
558
Triad Financial Advisors
North Carolina
$876K -$14.1K -67 -2%
WJA
559
Willis Johnson & Associates
Texas
$868K -$310K -1,474 -26%
GLA
560
Good Life Advisors
Pennsylvania
$866K +$211 +1 +0%
OC
561
Oppenheimer & Co
New York
$861K -$30.9K -147 -3%
CC
562
Callan Capital
California
$858K +$61.5K +292 +8%
WWM
563
Western Wealth Management
Colorado
$852K -$865K -4,110 -50%
DP
564
Denver PWM
Colorado
$852K +$8K +38 +0.9%
PFG
565
Pacific Financial Group
Washington
$851K – – –
TFS
566
TrustCore Financial Services
Tennessee
$851K +$333K +1,584 +64%
EL
567
EQ LLC
Washington
$849K +$211 +1 +0%
PFS
568
Prospera Financial Services
Texas
$849K -$160K -759 -16%
MWM
569
Madison Wealth Management
Ohio
$848K +$64.8K +308 +8%
ACM
570
Alcosta Capital Management
California
$847K -$6.95K -33 -0.8%
FNT
571
First National Trust
Pennsylvania
$844K – – –
DI
572
Disciplined Investments
Oklahoma
$844K +$38.5K +183 +5%
LIM
573
Leavell Investment Management
Alabama
$842K – – –
FA
574
Flagstar Advisors
New York
$823K +$30.7K +146 +4%
AFG
575
Allegheny Financial Group
Pennsylvania
$820K – – –
21 22
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