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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 %
FNT
551
First National Trust
Pennsylvania
$903K – – –
DI
552
Disciplined Investments
Oklahoma
$902K – – –
LIM
553
Leavell Investment Management
Alabama
$901K – – –
PP
554
Pegasus Partners
Wisconsin
$886K -$58.1K -258 -6%
PFS
555
Prospera Financial Services
Texas
$884K -$24.1K -107 -3%
SBH
556
Segall Bryant & Hamill
Illinois
$876K -$64.6K -287 -7%
SWM
557
Soundmark Wealth Management
Washington
$867K +$1.35K +6 +0.2%
WA
558
Wealthstream Advisors
New York
$866K – – –
CF
559
Centaurus Financial
California
$864K +$41.2K +183 +5%
NB
560
Nicolet Bankshares
Wisconsin
$864K -$6.98K -31 -0.8%
OWA
561
One Wealth Advisors
California
$862K -$3.31M -14,674 -79%
DPI
562
Diversified Portfolios Inc
Michigan
$860K – – –
KC
563
Kades & Cheifetz
Pennsylvania
$857K – – –
DWT
564
Dorsey & Whitney Trust
South Dakota
$853K – – –
DP
565
Denver PWM
Colorado
$850K -$65.7K -290 -7%
KFI
566
Key Financial Inc
Pennsylvania
$847K – – –
OAP
567
One Advisory Partners
Kansas
$846K +$14.6K +65 +2%
LDB
568
Lee, Danner & Bass
Tennessee
$841K +$11.3K +50 +1%
GD
569
Grandfield & Dodd
New York
$839K – – –
CC
570
Courier Capital
New York
$837K +$60.8K +270 +8%
EW
571
Enzi Wealth
Texas
$835K – – –
SAS
572
SMI Advisory Services
Indiana
$834K -$26.3K -125 -3%
FFA
573
Fragasso Financial Advisors
Pennsylvania
$832K -$1.45M -6,434 -64%
WA
574
Wealth Alliance
New York
$832K +$204K +904 +32%
WP
575
Westmount Partners
California
$832K +$2.03K +9 +0.2%
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