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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,072 hedge funds and large institutions have $22.8B invested in iShares Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 380 increasing their positions, 304 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+74
Holders Change %
+7.41%
% of All Funds
17.3%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.57%
New
148
Increased
380
Reduced
304
Closed
49
Calls
$8M
Puts
$2.11M
Net Calls
+$5.9M
Net Calls Change
+$9.37M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
BlackRock
BlackRock
New York
$1.22B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$221M
4
Northern Trust
Northern Trust
Illinois
$647M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$202M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$155M
2
JHU
Johns Hopkins University
Maryland
$0
3
Millennium Management
Millennium Management
New York
$8.82M
4
KIM
Karpus Investment Management
New York
$2.75M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
626
Cortland Associates
Missouri
$689K – – –
IA
627
IFS Advisors
Kansas
$687K +$13.1K +62 +2%
CT
628
Clearstead Trust
Maine
$686K +$686K +3,257 New
SF
629
Synovus Financial
Georgia
$683K – – –
CTB
630
Country Trust Bank
Illinois
$681K -$176K -836 -21%
LSPW
631
Lake Street Private Wealth
Illinois
$680K -$21.1K -100 -3%
MWA
632
Meridian Wealth Advisors
Texas
$677K – – –
BG
633
Bollard Group
Massachusetts
$677K +$2.95K +14 +0.4%
W
634
Wealthquest
Ohio
$677K – – –
ST
635
Spinnaker Trust
Maine
$675K – – –
AF
636
Affiance Financial
Minnesota
$672K +$620K +2,944 +1,187%
CAG
637
Crestwood Advisors Group
Massachusetts
$670K – – –
ERIM
638
Eagle Ridge Investment Management
Connecticut
$667K +$211K +1,004 +46%
AWC
639
Abundance Wealth Counselors
Pennsylvania
$665K – – –
CWA
640
CJM Wealth Advisers
Virginia
$665K – – –
BL
641
Balentine LLC
Georgia
$664K -$631 -3 -0.1%
CWM
642
Cahaba Wealth Management
Georgia
$663K +$2.95K +14 +0.4%
WPC
643
Waters Parkerson & Co
Louisiana
$663K – – –
KJHP
644
K.J. Harrison & Partners
Ontario, Canada
$663K -$64.2K -225 -9%
3LCM
645
3D/L Capital Management
Connecticut
$659K +$44K +209 +7%
ASW
646
Astoria Strategic Wealth
Texas
$658K – – –
WA
647
Wealth Architects
California
$657K – – –
RW
648
Regimen Wealth
Georgia
$647K +$647K +3,071 New
PCIA
649
Prime Capital Investment Advisors
Kansas
$646K +$286K +1,360 +80%
WSWA
650
Warren Street Wealth Advisors
California
$644K +$644K +3,058 New
24 25
26
27 28