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iShares Russell 1000 ETF
IWB

Overview Fund Activity

918 hedge funds and large institutions have $20.6B invested in iShares Russell 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 234 increasing their positions, 350 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+14
Holders Change %
+1.55%
% of All Funds
16.16%
Holding in Top 10
116
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.04%
New
73
Increased
234
Reduced
350
Closed
54
Calls
$5.37M
Puts
$1.66M
Net Calls
+$3.71M
Net Calls Change
+$2.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$475M
2
DCM
Disciplina Capital Management
Tennessee
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$82.3M
4
BlackRock
BlackRock
New York
+$63.7M
5
QI
QS Investors
New York
+$55.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$220M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$146M
3
GM
Granger Management
New York
-$100M
4
Bank of America
Bank of America
North Carolina
-$99.6M
5
CIM
CenturyLink Investment Management
Colorado
-$91.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
676
Cresset Asset Management
Illinois
$353K – – –
SPFA
677
Summit Place Financial Advisors
New Jersey
$353K – – –
PWLP
678
Prio Wealth Limited Partnership
Massachusetts
$351K – – –
TWM
679
Tradition Wealth Management
Minnesota
$349K -$67.1K -300 -16%
CFGS
680
Concourse Financial Group Securities
Alabama
$349K +$315K +1,411 +941%
FWP
681
FAS Wealth Partners
Kansas
$348K – – –
HCP
682
Holt Capital Partners
Texas
$344K – – –
KCM
683
Kendall Capital Management
Maryland
$343K – – –
PWP
684
Principle Wealth Partners
Connecticut
$343K +$97.1K +434 +39%
BFG
685
Barber Financial Group
Kansas
$341K – – –
PAG
686
Pinnacle Advisory Group
Maryland
$340K +$2.24K +10 +0.7%
VCA
687
Verdence Capital Advisors
Maryland
$339K – – –
IA
688
IFG Advisors
Missouri
$339K – – –
SW
689
SkyOak Wealth
Michigan
$338K -$31.2K -132 -8%
AC
690
Apella Capital
Connecticut
$338K – – –
EP
691
Eudaimonia Partners
Tennessee
$337K +$4.25K +19 +1%
ATC
692
Argent Trust Co
Tennessee
$336K -$516K -2,300 -61%
FC
693
Ferris Capital
Massachusetts
$336K – – –
UFF
694
USA Financial Formulas
Michigan
$335K -$20.8K -93 -6%
LWMG
695
Levy Wealth Management Group
Pennsylvania
$335K +$1.34K +6 +0.4%
MLIC
696
Mandatum Life Insurance Company
Finland
$332K – – –
VA
697
Valmark Advisers
Ohio
$328K -$12.3K -55 -4%
NNP
698
Nachman Norwood & Parrott
South Carolina
$327K – – –
Chevy Chase Trust
699
Chevy Chase Trust
Maryland
$327K +$327K +1,459 New
GCP
700
GSA Capital Partners
United Kingdom
$325K -$79.3K -354 -20%
26 27
28
29 30