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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,043 hedge funds and large institutions have $24B invested in iShares Russell 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 300 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-13
Holders Change %
-1.23%
% of All Funds
16.51%
Holding in Top 10
114
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.88%
% of All Funds
1.8%
New
77
Increased
300
Reduced
370
Closed
80
Calls
$24.9M
Puts
$3.53M
Net Calls
+$21.4M
Net Calls Change
+$26.1M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$212M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$204M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$156M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$149M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$74.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$323M
2
Northern Trust
Northern Trust
Illinois
-$224M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$178M
4
BlackRock
BlackRock
New York
-$173M
5
Bank of America
Bank of America
North Carolina
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
651
Regal Investment Advisors
Michigan
$654K +$283K +1,131 +76%
PCG
652
Prosperity Consulting Group
Maryland
$650K -$13K -52 -2%
CM
653
Columbus Macro
Pennsylvania
$647K – – –
PWPS
654
Pinnacle Wealth Planning Services
Ohio
$642K -$751 -3 -0.1%
LP
655
LGL Partners
Pennsylvania
$642K +$2K +8 +0.3%
SFA
656
Source Financial Advisors
New York
$641K -$178K -712 -22%
CSIC
657
Clifford Swan Investment Counsel
California
$639K -$134K -534 -17%
KJHP
658
K.J. Harrison & Partners
Ontario, Canada
$638K +$638K +2,550 New
PWMG
659
Prestige Wealth Management Group
New Jersey
$636K -$6.75K -27 -1%
FIA
660
Foundations Investment Advisors
Arizona
$630K +$66.2K +273 +12%
WAM
661
Weatherly Asset Management
California
$621K – – –
AWM
662
Apollon Wealth Management
South Carolina
$620K -$83.5K -334 -12%
SAMC
663
Spectrum Asset Management (California)
California
$616K +$1.25K +5 +0.2%
GA
664
Greenspring Advisors
Maryland
$614K -$19.2K -77 -3%
CAI
665
Capital Advisors Inc
Oklahoma
$613K – – –
SWM
666
Segment Wealth Management
Texas
$609K – – –
NFC
667
Northeast Financial Consultants
Connecticut
$603K +$223K +894 +59%
AIM
668
Aspen Investment Management
Michigan
$597K – – –
MPW
669
Monterey Private Wealth
California
$589K +$589K +2,320 New
MA
670
MONECO Advisors
Connecticut
$588K +$1.25K +5 +0.2%
CWS
671
Cypress Wealth Services
California
$588K +$109K +435 +23%
SBH
672
Segall Bryant & Hamill
Illinois
$588K +$588K +2,346 New
WIA
673
World Investment Advisors
California
$586K -$33.2K -133 -5%
AC
674
Apella Capital
Connecticut
$576K +$199K +794 +53%
SF
675
SBK Financial
Virginia
$574K +$250 +1 +0%
25 26
27
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