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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 %
FCI
576
Financial Counselors Inc
Kansas
$831K -$24.3K -108 -3%
PIA
577
Petredis Investment Advisors
Pennsylvania
$830K – – –
TPWA
578
TRUE Private Wealth Advisors
Oregon
$829K -$301K -1,336 -27%
FA
579
Flagstar Advisors
New York
$826K -$54.7K -243 -6%
DAS
580
Dynamic Advisor Solutions
Arizona
$824K -$12M -53,200 -94%
FAM
581
Flaharty Asset Management
Florida
$819K -$2.48K -11 -0.3%
KWM
582
Keebeck Wealth Management
Illinois
$811K +$377K +1,674 +87%
WPC
583
Wedmont Private Capital
Pennsylvania
$809K +$1.13K +5 +0.1%
SF
584
Synovus Financial
Georgia
$803K +$73K +324 +10%
ARC
585
Advisor Resource Council
Texas
$801K -$10.6K -47 -1%
FBB
586
Fulton Breakefield Broenniman
Maryland
$793K – – –
DFA
587
DHJJ Financial Advisors
Illinois
$788K – – –
HGWM
588
Horst & Graben Wealth Management
Oregon
$787K -$22.1K -98 -3%
KTC
589
Kistler-Tiffany Companies
Pennsylvania
$782K -$72.3K -321 -8%
FTS
590
Fifth Third Securities
Ohio
$777K -$80.4K -357 -9%
TLFA
591
True Link Financial Advisors
California
$776K – – –
KPWS
592
Kestra Private Wealth Services
Texas
$776K -$3.16M -14,008 -80%
CTA
593
Colonial Trust Advisors
South Carolina
$766K – – –
TT
594
TI-Trust
Illinois
$763K -$5.18K -23 -0.7%
EI
595
Ellevest Inc
New York
$762K – – –
BOPW
596
Brandywine Oak Private Wealth
Pennsylvania
$760K – – –
BCM
597
Brookstone Capital Management
Illinois
$756K +$9.77K +43 +1%
GF
598
Gries Financial
Ohio
$753K +$225 +1 +0%
LPT
599
Legacy Private Trust
Wisconsin
$751K – – –
HCM
600
Highview Capital Management
Illinois
$747K – – –
22 23
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