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iShares Russell 1000 ETF

1,099 hedge funds and large institutions have $24.4B invested in iShares Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 399 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+41
Holders Change %
+3.88%
% of All Funds
17.33%
Holding in Top 10
94
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.17%
% of All Funds
1.48%
New
91
Increased
294
Reduced
399
Closed
35
Calls
$13M
Puts
$140M
Net Calls
-$127M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
551
Ellevest Inc
New York
$970K +$146K +599 +18%
VF
552
Vawter Financial
Ohio
$970K -$112K -459 -10%
ACM
553
Alcosta Capital Management
California
$968K -$9.02K -37 -0.9%
PP
554
Pegasus Partners
Wisconsin
$959K
CWM
555
Concentric Wealth Management
California
$959K +$259K +1,061 +37%
WGCA
556
Wolf Group Capital Advisors
Virginia
$943K -$50.4K -218 -5%
WPC
557
Wedmont Private Capital
Pennsylvania
$940K +$51K +206 +6%
SWM
558
Soundmark Wealth Management
Washington
$937K -$975 -4 -0.1%
WA
559
Wealthstream Advisors
New York
$937K +$244 +1 +0%
NB
560
Nicolet Bankshares
Wisconsin
$935K
KC
561
Kades & Cheifetz
Pennsylvania
$929K +$1.71K +7 +0.2%
TWM
562
Tanager Wealth Management
United Kingdom
$926K +$926K +3,800 New
DWT
563
Dorsey & Whitney Trust
South Dakota
$923K
OWA
564
One Wealth Advisors
California
$923K -$9.99K -41 -1%
SBH
565
Segall Bryant & Hamill
Illinois
$918K -$30.5K -125 -3%
VWM
566
Venturi Wealth Management
Texas
$918K +$541K +2,221 +144%
LDB
567
Lee, Danner & Bass
Tennessee
$918K +$7.32K +30 +0.8%
FCI
568
Financial Counselors Inc
Kansas
$917K +$17.8K +73 +2%
KFI
569
Key Financial Inc
Pennsylvania
$917K
DP
570
Denver PWM
Colorado
$917K +$2.44K +10 +0.3%
FCA
571
FinTrust Capital Advisors
South Carolina
$911K
GD
572
Grandfield & Dodd
New York
$908K
FFA
573
Fragasso Financial Advisors
Pennsylvania
$904K +$2.93K +12 +0.3%
WP
574
Westmount Partners
California
$902K +$1.71K +7 +0.2%
PIA
575
Petredis Investment Advisors
Pennsylvania
$898K