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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 %
GGS
626
Galvin Gaustad & Stein
Arizona
$581K +$27K +137 +5%
WPA
627
West Paces Advisors
Georgia
$580K – – –
WIA
628
World Investment Advisors
California
$578K +$7.9K +40 +1%
3LCM
629
3D/L Capital Management
Connecticut
$577K +$2.57K +13 +0.4%
SFP
630
Shepherd Financial Partners
Massachusetts
$576K -$395 -2 -0.1%
BA
631
Bristlecone Advisors
Washington
$575K – – –
BCP
632
Berkeley Capital Partners
Georgia
$572K -$19.7K -100 -3%
KCPG
633
Kavar Capital Partners Group
Kansas
$571K +$24.7K +125 +5%
CPO
634
Cerity Partners OCIO
New York
$568K +$12K +61 +2%
AMBIA
635
Allen Mooney & Barnes Investment Advisors
Georgia
$567K +$1.38K +7 +0.2%
CWM
636
Concentric Wealth Management
California
$566K – – –
GF
637
Gries Financial
Ohio
$564K – – –
BF
638
Blankinship & Foster
California
$563K -$34.5K -175 -6%
GWSG
639
GPS Wealth Strategies Group
Colorado
$559K – – –
MPM
640
Meritage Portfolio Management
Kansas
$557K – – –
HL
641
HeadInvest LLC
Maine
$556K -$39.4K -200 -7%
UAS
642
United Asset Strategies
New York
$554K -$55.3K -280 -9%
ATPW
643
Ashton Thomas Private Wealth
Arizona
$554K -$4.93K -25 -0.9%
DDPIC
644
Deroy & Devereaux Private Investment Counsel
Michigan
$547K -$33.9K -172 -6%
SFG
645
Summit Financial Group
West Virginia
$547K – – –
SFS
646
Summit Financial Strategies
Ohio
$546K -$1.08M -5,479 -66%
Members Trust
647
Members Trust
Florida
$546K -$78.6K -398 -13%
RPG
648
Resource Planning Group
Georgia
$543K -$4.06K -35 -0.7%
SCA
649
STALEY CAPITAL ADVISERS
Pennsylvania
$541K – – –
PCG
650
Prosperity Consulting Group
Maryland
$539K -$2.37K -12 -0.4%
24 25
26
27 28