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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,017 hedge funds and large institutions have $20.9B invested in iShares Russell 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 360 increasing their positions, 307 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
-26
Holders Change %
-2.49%
% of All Funds
17.2%
Holding in Top 10
107
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.14%
% of All Funds
1.81%
New
80
Increased
360
Reduced
307
Closed
93
Calls
$19.2M
Puts
$7.04M
Net Calls
+$12.2M
Net Calls Change
-$9.21M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$357M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$209M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$138M
4
Bank of America
Bank of America
North Carolina
+$119M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$107M

Top Sellers

1
BlackRock
BlackRock
New York
-$303M
2
HHGA
Halbert Hargrove Global Advisors
California
-$92.4M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$81.9M
4
Goldman Sachs
Goldman Sachs
New York
-$45.8M
5
CS
Credit Suisse
Switzerland
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
651
Hohimer Wealth Management
Washington
$562K -$18.1K -87 -3%
BTW
652
Boston Trust Walden
Massachusetts
$562K – – –
HWA
653
Heartwood Wealth Advisors
Virginia
$558K +$558K +2,684 New
ANBT
654
American National Bank & Trust
Texas
$555K – – –
BAM
655
Belpointe Asset Management
Nevada
$553K +$313K +1,509 +131%
CAL
656
Capital Advisors Ltd
Ohio
$548K -$17.5K -84 -3%
RP
657
Riverbridge Partners
Minnesota
$545K – – –
CW
658
Connectus Wealth
Ohio
$540K +$117K +561 +28%
CM
659
Columbus Macro
Pennsylvania
$537K – – –
LP
660
LGL Partners
Pennsylvania
$535K +$1.66K +8 +0.3%
SFA
661
Source Financial Advisors
New York
$534K +$1.45K +7 +0.3%
PWPS
662
Pinnacle Wealth Planning Services
Ohio
$533K – – –
KJHP
663
K.J. Harrison & Partners
Ontario, Canada
$530K – – –
PWMG
664
Prestige Wealth Management Group
New Jersey
$523K -$6.03K -29 -1%
FTS
665
Fifth Third Securities
Ohio
$522K -$162K -779 -24%
SWP
666
ShoreHaven Wealth Partners
New Jersey
$521K +$521K +2,512 New
USCWA
667
U.S. Capital Wealth Advisors
Texas
$520K +$77.5K +373 +18%
PCS
668
Personal CFO Solutions
New Jersey
$519K +$519K +2,499 New
CCA
669
Childress Capital Advisors
Texas
$519K +$519K +2,500 New
WAM
670
Weatherly Asset Management
California
$516K – – –
AWM
671
Apollon Wealth Management
South Carolina
$516K +$831 +4 +0.2%
SAMC
672
Spectrum Asset Management (California)
California
$513K +$1.04K +5 +0.2%
GA
673
Greenspring Advisors
Maryland
$511K – – –
MIFH
674
Migdal Insurance & Financial Holdings
Israel
$508K -$53.6K -258 -10%
CAAS
675
Capital Asset Advisory Services
Michigan
$507K -$202K -970 -28%
25 26
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