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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,058 hedge funds and large institutions have $22.5B invested in iShares Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 289 increasing their positions, 413 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
-14
Holders Change %
-1.31%
% of All Funds
16.93%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
1.47%
New
82
Increased
289
Reduced
413
Closed
72
Calls
$9.22M
Puts
$1.64M
Net Calls
+$7.58M
Net Calls Change
+$1.68M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$741M
2
Goldman Sachs
Goldman Sachs
New York
+$135M
3
Cerity Partners
Cerity Partners
New York
+$122M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$111M
5
HHGA
Halbert Hargrove Global Advisors
California
+$104M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$313M
2
BlackRock
BlackRock
New York
-$228M
3
CCA
Column Capital Advisors
Indiana
-$225M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$118M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
626
Prosperity Consulting Group
Maryland
$701K -$48.7K -216 -6%
RW
627
Regimen Wealth
Georgia
$694K +$2.7K +12 +0.4%
WWM
628
Wagner Wealth Management
South Carolina
$686K – – –
FWP
629
Firethorn Wealth Partners
Georgia
$686K +$35.8K +157 +6%
BFEC
630
Benjamin F. Edwards & Company
Missouri
$685K -$152K -674 -18%
GRP
631
Global Retirement Partners
California
$684K -$186K -830 -21%
KCM
632
KM Capital Management
Texas
$682K – – –
GP
633
Girard Partners
Pennsylvania
$682K -$2.11M -9,354 -76%
VP
634
Verum Partners
North Carolina
$678K +$5.41K +24 +0.8%
LBC
635
Lowe Brockenbrough & Co
Virginia
$677K – – –
WPA
636
West Paces Advisors
Georgia
$662K – – –
BA
637
Bristlecone Advisors
Washington
$661K +$1.13K +5 +0.2%
SPIA
638
Steward Partners Investment Advisory
New York
$661K – – –
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$659K +$61.9K +275 +10%
RIA
640
Regal Investment Advisors
Michigan
$658K +$2.03K +9 +0.3%
FFA
641
Fi3 Financial Advisors
Indiana
$656K – – –
CAAS
642
Capital Asset Advisory Services
Michigan
$654K +$38.3K +170 +6%
UAS
643
United Asset Strategies
New York
$654K +$7.66K +34 +1%
BCP
644
Berkeley Capital Partners
Georgia
$653K – – –
AMBIA
645
Allen Mooney & Barnes Investment Advisors
Georgia
$650K +$1.35K +6 +0.2%
BL
646
Balentine LLC
Georgia
$650K -$60.8K -270 -9%
SFP
647
Shepherd Financial Partners
Massachusetts
$649K -$8.11K -36 -1%
CWM
648
Concentric Wealth Management
California
$647K +$1.13K +5 +0.2%
DFA
649
DHK Financial Advisors
New Hampshire
$646K +$646K +2,870 New
SFO
650
Stokes Family Office
Louisiana
$643K +$177K +784 +38%
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