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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 %
SWM
676
Segment Wealth Management
Texas
$481K – – –
HCM
677
Hollencrest Capital Management
California
$478K -$562K -2,845 -54%
PWMG
678
Prestige Wealth Management Group
New Jersey
$471K -$25.2K -128 -5%
AIM
679
Aspen Investment Management
Michigan
$471K – – –
S
680
SignatureFD
Georgia
$469K -$207K -1,051 -31%
CFG
681
Citizens Financial Group
Rhode Island
$468K +$394 +2 +0.1%
GA
682
Greenspring Advisors
Maryland
$467K -$17.8K -90 -4%
EIC
683
Equity Investment Corp
Georgia
$464K +$464K +2,349 New
HW
684
Hancock Whitney
Mississippi
$459K -$770K -3,906 -63%
AC
685
Apella Capital
Connecticut
$455K -$15.8K -80 -3%
CHP
686
Cable Hill Partners
Oregon
$454K – – –
HFS
687
Heritage Financial Services
Massachusetts
$453K +$295K +1,495 +186%
FPAS
688
Focus Partners Advisor Solutions
Missouri
$451K +$9.27K +47 +2%
TCWM
689
Total Clarity Wealth Management
Illinois
$451K +$41K +208 +10%
SG Americas Securities
690
SG Americas Securities
New York
$449K – – –
AAS
691
Annex Advisory Services
Wisconsin
$448K +$140K +710 +45%
HPC
692
HM Payson & Co
Maine
$446K – – –
VOYA Investment Management
693
VOYA Investment Management
Georgia
$446K -$676K -3,427 -60%
SF
694
SBK Financial
Virginia
$445K -$8.3K -42 -2%
ONSWM
695
Old North State Wealth Management
North Carolina
$442K +$2.17K +11 +0.5%
HTC
696
Haverford Trust Company
Pennsylvania
$439K +$81.4K +413 +23%
SWA
697
SOA Wealth Advisors
New York
$437K – – –
FHA
698
Flagship Harbor Advisors
Massachusetts
$433K -$3.16K -16 -0.7%
FFA
699
Fi3 Financial Advisors
Indiana
$429K +$27.7K +140 +7%
CCB
700
Country Club Bank
Missouri
$428K +$28K +140 +7%
26 27
28
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