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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,043 hedge funds and large institutions have $24B invested in iShares Russell 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 300 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-13
Holders Change %
-1.23%
% of All Funds
16.51%
Holding in Top 10
114
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.88%
% of All Funds
1.8%
New
77
Increased
300
Reduced
370
Closed
80
Calls
$24.9M
Puts
$3.53M
Net Calls
+$21.4M
Net Calls Change
+$26.1M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$212M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$204M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$156M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$149M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$74.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$323M
2
Northern Trust
Northern Trust
Illinois
-$224M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$178M
4
BlackRock
BlackRock
New York
-$173M
5
Bank of America
Bank of America
North Carolina
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
626
Bristlecone Advisors
Washington
$728K +$1.25K +5 +0.2%
TFS
627
TrustCore Financial Services
Tennessee
$727K +$469K +1,874 +181%
ATPW
628
Ashton Thomas Private Wealth
Arizona
$720K +$148K +590 +26%
KCPG
629
Kavar Capital Partners Group
Kansas
$719K +$26.5K +106 +4%
GF
630
Gries Financial
Ohio
$715K – – –
HCM
631
HMS Capital Management
Tennessee
$709K – – –
GWSG
632
GPS Wealth Strategies Group
Colorado
$707K +$1.75K +7 +0.2%
MPM
633
Meritage Portfolio Management
Kansas
$706K – – –
MCM
634
Moore Capital Management
New York
$705K +$705K +2,820 New
GGS
635
Galvin Gaustad & Stein
Arizona
$702K -$1.66M -6,649 -70%
SHFA
636
SC&H Financial Advisors
Maryland
$702K +$2.25K +9 +0.3%
HWM
637
Hohimer Wealth Management
Washington
$698K – – –
RPG
638
Resource Planning Group
Georgia
$697K -$64.3K -435 -8%
SFG
639
Summit Financial Group
West Virginia
$693K – – –
SCA
640
STALEY CAPITAL ADVISERS
Pennsylvania
$693K +$7.25K +29 +1%
MIFH
641
Migdal Insurance & Financial Holdings
Israel
$686K -$38.1K -150 -5%
MGWM
642
Marks Group Wealth Management
Minnesota
$684K – – –
BOPW
643
Brandywine Oak Private Wealth
Pennsylvania
$682K – – –
CAL
644
Capital Advisors Ltd
Ohio
$681K +$41.3K +165 +6%
GT
645
Greenleaf Trust
Michigan
$677K – – –
BTW
646
Boston Trust Walden
Massachusetts
$676K – – –
S
647
SignatureFD
Georgia
$673K – – –
CWM
648
Concentric Wealth Management
California
$670K – – –
ANBT
649
American National Bank & Trust
Texas
$668K +$668K +2,672 New
RP
650
Riverbridge Partners
Minnesota
$656K -$13.8K -55 -2%
24 25
26
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