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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,072 hedge funds and large institutions have $22.8B invested in iShares Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 380 increasing their positions, 304 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+74
Holders Change %
+7.41%
% of All Funds
17.3%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.57%
New
148
Increased
380
Reduced
304
Closed
49
Calls
$8M
Puts
$2.11M
Net Calls
+$5.9M
Net Calls Change
+$9.37M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
BlackRock
BlackRock
New York
$1.22B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$221M
4
Northern Trust
Northern Trust
Illinois
$647M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$202M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$155M
2
JHU
Johns Hopkins University
Maryland
$0
3
Millennium Management
Millennium Management
New York
$8.82M
4
KIM
Karpus Investment Management
New York
$2.75M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
651
Alera Investment Advisors
Illinois
$644K – – –
CIA
652
Capital Investment Advisors
Georgia
$643K +$19.2K +91 +3%
WWM
653
Wagner Wealth Management
South Carolina
$641K – – –
EFG
654
Everhart Financial Group
Ohio
$639K +$639K +3,036 New
KCM
655
KM Capital Management
Texas
$638K +$638K +3,030 New
LBC
656
Lowe Brockenbrough & Co
Virginia
$633K +$633K +3,005 New
VP
657
Verum Partners
North Carolina
$628K +$628K +2,984 New
RA
658
RFG Advisory
Alabama
$626K -$168K -735 -21%
PFM
659
Parsec Financial Management
North Carolina
$624K – – –
GGS
660
Galvin Gaustad & Stein
Arizona
$620K – – –
WPA
661
West Paces Advisors
Georgia
$619K – – –
SPIA
662
Steward Partners Investment Advisory
New York
$618K +$326K +1,549 +112%
BA
663
Bristlecone Advisors
Washington
$617K +$2.95K +14 +0.5%
BCA
664
Bay Colony Advisors
Massachusetts
$615K -$427K -2,030 -41%
SFP
665
Shepherd Financial Partners
Massachusetts
$614K – – –
RIA
666
Regal Investment Advisors
Michigan
$613K -$16.8K -80 -3%
FFA
667
Fi3 Financial Advisors
Indiana
$613K +$156K +741 +34%
SSWM
668
Smith Salley Wealth Management
North Carolina
$612K +$612K +2,909 New
RPGK
669
Retirement Planning Group (Kansas)
Kansas
$611K -$11.6K -55 -2%
BCP
670
Berkeley Capital Partners
Georgia
$611K – – –
AMBIA
671
Allen Mooney & Barnes Investment Advisors
Georgia
$607K +$1.47K +7 +0.2%
UAS
672
United Asset Strategies
New York
$604K +$13.3K +63 +2%
CWM
673
Concentric Wealth Management
California
$604K – – –
BF
674
Blankinship & Foster
California
$601K – – –
FWP
675
Firethorn Wealth Partners
Georgia
$600K -$54.5K -259 -8%
25 26
27
28 29