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iShares Russell 1000 ETF
IWB

Overview Fund Activity

998 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 321 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-19
Holders Change %
-1.87%
% of All Funds
17.26%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.78%
New
54
Increased
313
Reduced
321
Closed
62
Calls
$7.05M
Puts
$10.5M
Net Calls
-$3.48M
Net Calls Change
-$15.7M

Top Buyers

1
CWA
CM Wealth Advisors
Ohio
$3.22B
2
JHU
Johns Hopkins University
Maryland
$211M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.41B
4
WA
Waverly Advisors
Alabama
$73.7M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$294M

Top Sellers

1
BlackRock
BlackRock
New York
$928M
2
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$11M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
W
601
Wealthquest
Ohio
$634K – – –
ST
602
Spinnaker Trust
Maine
$632K – – –
IA
603
IFS Advisors
Kansas
$631K – – –
BG
604
Bollard Group
Massachusetts
$631K +$2.96K +15 +0.5%
BCM
605
Brookstone Capital Management
Illinois
$628K -$18.7K -95 -3%
CAG
606
Crestwood Advisors Group
Massachusetts
$628K – – –
BL
607
Balentine LLC
Georgia
$623K – – –
AWC
608
Abundance Wealth Counselors
Pennsylvania
$623K – – –
CWA
609
CJM Wealth Advisers
Virginia
$623K – – –
CC
610
Courier Capital
New York
$622K -$31.6K -160 -5%
CF
611
Clarity Financial
Texas
$622K +$622K +3,152 New
WPC
612
Waters Parkerson & Co
Louisiana
$621K – – –
CWM
613
Cahaba Wealth Management
Georgia
$619K +$2.96K +15 +0.5%
ASW
614
Astoria Strategic Wealth
Texas
$617K – – –
WA
615
Wealth Architects
California
$616K – – –
FWP
616
Firethorn Wealth Partners
Georgia
$614K -$2.96K -15 -0.5%
HCM
617
Highview Capital Management
Illinois
$613K – – –
1CP
618
17 Capital Partners
Arizona
$610K – – –
AIA
619
Alera Investment Advisors
Illinois
$603K – – –
WWM
620
Wagner Wealth Management
South Carolina
$601K -$168K -851 -22%
RIA
621
Regal Investment Advisors
Michigan
$591K +$54.5K +276 +10%
PFM
622
Parsec Financial Management
North Carolina
$585K – – –
CIA
623
Capital Investment Advisors
Georgia
$584K – – –
RPGK
624
Retirement Planning Group (Kansas)
Kansas
$583K -$11.4K -58 -2%
SWP
625
ShoreHaven Wealth Partners
New Jersey
$582K +$87.1K +442 +18%
23 24
25
26 27