IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,017 hedge funds and large institutions have $20.9B invested in iShares Russell 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 360 increasing their positions, 307 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
-26
Holders Change %
-2.49%
% of All Funds
17.2%
Holding in Top 10
107
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.14%
% of All Funds
1.81%
New
80
Increased
360
Reduced
307
Closed
93
Calls
$19.2M
Puts
$7.04M
Net Calls
+$12.2M
Net Calls Change
-$9.21M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$357M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$209M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$138M
4
Bank of America
Bank of America
North Carolina
+$119M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$107M

Top Sellers

1
BlackRock
BlackRock
New York
-$303M
2
HHGA
Halbert Hargrove Global Advisors
California
-$92.4M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$81.9M
4
Goldman Sachs
Goldman Sachs
New York
-$45.8M
5
CS
Credit Suisse
Switzerland
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
626
Foundations Investment Advisors
Arizona
$610K +$61K +289 +11%
SFP
627
Shepherd Financial Partners
Massachusetts
$607K -$28.5K -137 -4%
SG
628
StoneX Group
New York
$607K -$24.7K -119 -4%
BA
629
Bristlecone Advisors
Washington
$606K +$1.04K +5 +0.2%
3LCM
630
3D/L Capital Management
Connecticut
$605K +$142K +683 +31%
TFS
631
TrustCore Financial Services
Tennessee
$604K – – –
CWM
632
Concentric Wealth Management
California
$596K +$38.9K +187 +7%
CI
633
CPMG Inc
Texas
$596K +$596K +2,871 New
AMBIA
634
Allen Mooney & Barnes Investment Advisors
Georgia
$596K +$326K +1,567 +121%
GF
635
Gries Financial
Ohio
$594K +$208 +1 +0%
GWSG
636
GPS Wealth Strategies Group
Colorado
$589K +$1.46K +7 +0.2%
ATPW
637
Ashton Thomas Private Wealth
Arizona
$588K -$10.2K -49 -2%
MPM
638
Meritage Portfolio Management
Kansas
$587K – – –
CPO
639
Cerity Partners OCIO
New York
$585K +$185K +891 +46%
GGS
640
Galvin Gaustad & Stein
Arizona
$583K – – –
CSIC
641
Clifford Swan Investment Counsel
California
$583K +$52.4K +252 +10%
FA
642
Flagstar Advisors
New York
$582K -$118K -567 -17%
ASC
643
Atalanta Sosnoff Capital
New York
$580K +$580K +2,794 New
RPG
644
Resource Planning Group
Georgia
$579K – – –
SFG
645
Summit Financial Group
West Virginia
$576K – – –
KCPG
646
Kavar Capital Partners Group
Kansas
$575K -$22.2K -107 -4%
SCA
647
STALEY CAPITAL ADVISERS
Pennsylvania
$570K -$6.02K -29 -1%
PCG
648
Prosperity Consulting Group
Maryland
$570K +$30.3K +146 +6%
RIA
649
Regal Investment Advisors
Michigan
$565K +$21.6K +104 +4%
GT
650
Greenleaf Trust
Michigan
$563K – – –
24 25
26
27 28