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iShares Russell 1000 ETF
IWB

Overview Fund Activity

998 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 321 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-19
Holders Change %
-1.87%
% of All Funds
17.26%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.78%
New
54
Increased
313
Reduced
321
Closed
62
Calls
$7.05M
Puts
$10.5M
Net Calls
-$3.48M
Net Calls Change
-$15.7M

Top Buyers

1
CWA
CM Wealth Advisors
Ohio
+$1.61B
2
JHU
Johns Hopkins University
Maryland
+$211M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
4
WA
Waverly Advisors
Alabama
+$73.2M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$62.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$331M
2
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$38.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$34.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$33.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
651
Greenleaf Trust
Michigan
$535K – – –
LA
652
Legacy Advisors
Pennsylvania
$534K -$1.92M -9,712 -78%
BTW
653
Boston Trust Walden
Massachusetts
$534K – – –
HWM
654
Hohimer Wealth Management
Washington
$533K – – –
MAG
655
MRA Advisory Group
New Jersey
$530K +$63.2K +318 +14%
ANBT
656
American National Bank & Trust
Texas
$527K – – –
OFS
657
Oldfather Financial Services
Nebraska
$527K +$107K +544 +26%
CSIC
658
Clifford Swan Investment Counsel
California
$523K -$31K -157 -6%
CAL
659
Capital Advisors Ltd
Ohio
$521K – – –
RP
660
Riverbridge Partners
Minnesota
$517K – – –
FIA
661
Foundations Investment Advisors
Arizona
$516K -$53.9K -273 -9%
LP
662
LGL Partners
Pennsylvania
$511K +$2.37K +12 +0.5%
CM
663
Columbus Macro
Pennsylvania
$510K – – –
SFA
664
Source Financial Advisors
New York
$510K +$2.57K +13 +0.5%
PWPS
665
Pinnacle Wealth Planning Services
Ohio
$506K – – –
KJHP
666
K.J. Harrison & Partners
Ontario, Canada
$503K – – –
BWCS
667
Beirne Wealth Consulting Services
Connecticut
$498K +$498K +2,524 New
SG
668
StoneX Group
New York
$493K -$85.5K -432 -15%
MIFH
669
Migdal Insurance & Financial Holdings
Israel
$491K +$2K +10 +0.4%
BAM
670
Belpointe Asset Management
Nevada
$488K -$37.3K -189 -7%
YIA
671
YHB Investment Advisors
Connecticut
$488K +$488K +2,475 New
TFS
672
TrustCore Financial Services
Tennessee
$485K -$89.3K -452 -16%
SAMC
673
Spectrum Asset Management (California)
California
$485K -$2.17K -11 -0.4%
USCWA
674
U.S. Capital Wealth Advisors
Texas
$484K -$10.3K -52 -2%
AWM
675
Apollon Wealth Management
South Carolina
$481K -$9.27K -47 -2%
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