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iShares Russell 1000 ETF

1,099 hedge funds and large institutions have $24.4B invested in iShares Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 399 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+41
Holders Change %
+3.88%
% of All Funds
17.33%
Holding in Top 10
94
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.17%
% of All Funds
1.48%
New
91
Increased
294
Reduced
399
Closed
35
Calls
$13M
Puts
$140M
Net Calls
-$127M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
626
CJM Wealth Advisers
Virginia
$769K
WPC
627
Waters Parkerson & Co
Louisiana
$768K
MWA
628
Meridian Wealth Advisors
Texas
$766K
KCM
629
KM Capital Management
Texas
$765K +$26.6K +109 +4%
GWSG
630
GPS Wealth Strategies Group
Colorado
$763K -$12.9K -53 -2%
CWM
631
Connecticut Wealth Management
Connecticut
$762K +$293K +1,204 +63%
ASW
632
Astoria Strategic Wealth
Texas
$762K
WA
633
Wealth Architects
California
$761K
RW
634
Regimen Wealth
Georgia
$753K +$1.95K +8 +0.3%
SF
635
Synovus Financial
Georgia
$747K -$122K -500 -14%
SFO
636
Stokes Family Office
Louisiana
$746K +$50K +205 +7%
WWM
637
Wagner Wealth Management
South Carolina
$742K
BFEC
638
Benjamin F. Edwards & Company
Missouri
$741K
FWP
639
Firethorn Wealth Partners
Georgia
$736K +$2.44K +10 +0.3%
WPA
640
West Paces Advisors
Georgia
$717K
BA
641
Bristlecone Advisors
Washington
$716K +$975 +4 +0.1%
RIA
642
Regal Investment Advisors
Michigan
$714K +$1.22K +5 +0.2%
UAS
643
United Asset Strategies
New York
$711K +$3.41K +14 +0.5%
FFA
644
Fi3 Financial Advisors
Indiana
$710K
AMBIA
645
Allen Mooney & Barnes Investment Advisors
Georgia
$705K +$975 +4 +0.1%
BL
646
Balentine LLC
Georgia
$703K
DFA
647
DHK Financial Advisors
New Hampshire
$700K
LBC
648
Lowe Brockenbrough & Co
Virginia
$696K -$36.6K -150 -5%
DDPIC
649
Deroy & Devereaux Private Investment Counsel
Michigan
$694K
GRP
650
Global Retirement Partners
California
$694K -$51.4K -211 -7%